POSITION SUMMARY:

The Director of Financial Planning & Analysis (FP&A) is a senior financial leader reporting directly to the CFO, responsible for translating the company’s corporate strategy into a comprehensive financial plan. This role provides the analytical framework and decision support necessary for the executive team to drive profitable growth. The Director will lead key aspects of the company’s core financial processes, including the annual budget, rolling forecasts, long-range planning, and performance management, while serving as a key strategic partner to business leaders across the organization.

JOB QUALIFICATIONS:

Education: Bachelor’s degree in Finance, Accounting, Economics, or a related business field required; Master’s degree (e.g., MBA, MS in Accounting or Finance) or equivalent advanced degree is preferred.
Experience: 7+ years of progressive experience in FP&A, corporate finance, or a related field, with at least 3-5 years in a leadership role. Proven track record of partnering with and influencing senior executives. Experience in a global, multi-subsidiary company is highly desirable.
Skills: Financial Modeling and Analysis: Expert proficiency in building complex, flexible, and auditable three-statement financial models. Deep expertise in scenario planning, variance analysis, and KPI development. Strategic & Business Acumen: Ability to translate complex business strategies into financial forecasts and actionable insights. Strong understanding of corporate finance principles and how financial metrics drive business performance and value creation. Leadership and Communication: Proven ability to lead and develop a finance team. Exceptional presentation and communication skills, with the ability to distill complex financial information into clear, concise narratives for an executive audience. Systems Proficiency: Advanced proficiency with Microsoft Excel and PowerPoint. Hands-on experience with ERP systems and BI tools is required.

• Lead Planning & Forecasting: Drive the global annual operating budget, quarterly re-forecasts, and long-range forecasting. Collaborate with the executive team and department heads to ensure financial plans are aligned with corporate and strategic objectives, resource allocation is optimized, and financial targets are both ambitious and achievable.
• Executive Reporting & Performance Narrative: Oversee the preparation of monthly and quarterly financial reporting packages for the executive leadership team, Board of Directors, and investors. Develop and maintain executive, financial, operational, customer, and employee dashboards and KPIs using BI tools to track performance against plan, crafting a clear and compelling narrative that explains variances, identifies underlying trends, and provides actionable insights.
• Internal Business Partnership: Serve as a key financial advisor to senior business leaders, including Regional VPs and General Managers. Provide data-driven analysis and recommendations to support tactical decisions related to pricing, new product launches, capital expenditures, and operational efficiency improvements.
• Oversee Long-Range Financial Modeling & Decision Support: Direct the creation and maintenance of the company’s long-range financial model, running complex scenarios to assess the financial impact of key corporate initiatives and updates to the company’s strategic plan.
• Cash Flow Management: Lead the development of robust, driver-based cash flow forecasting models to provide leadership with clear visibility into liquidity and support capital raising efforts.
• Team Leadership & Development: Lead, mentor, and build a high-performing FP&A team, starting with an FP&A Analyst. Foster a culture of analytical excellence, continuous improvement, and proactive business partnership. Set clear goals, manage performance, and support the professional development of team members to build a pipeline of financial talent.
• Systems & Process Optimization: Continuously evaluate and improve FP&A systems, tools, and processes. Drive initiatives to enhance forecasting accuracy, streamline reporting workflows, and increase the efficiency of the planning cycle.
• Partnership with Corporate Development: Partner closely with the Chief Development Officer to provide rigorous financial due diligence and valuation modeling for all M&A activities, joint ventures, and strategic investments. Model potential synergies and integration costs to ensure investment decisions are financially sound and align with long-term value creation goals.