Financial Planning and Analysis Director

On Site Full TimeCharlotte, North Carolina, United StatesCPI Security

CPI Security is seeking a Financial Planning and Analysis Director to lead budgeting, forecasting, financial reporting, and strategic financial analysis. This role will partner with business leaders, support executive decision-making, and help modernize the finance function through automation, analytics, and AI-enabled tools.

Requirements

  • Bachelor’s degree in Finance, Accounting, Data Analytics, Business, or related field
  • MBA, CPA, CFA, or related advanced credential preferred
  • 7–10+ years of FP&A, corporate finance, strategic finance, or financial analysis experience
  • Experience owning budgeting, forecasting, variance analysis, and financial reporting processes
  • Prior experience managing or mentoring at least one analyst
  • Strong financial modeling skills with the ability to build models from scratch
  • Experience with ERP systems, planning tools, BI platforms, analytics software, or financial reporting systems
  • Advanced Excel skills required; SQL, Power BI, Tableau, automation tools, planning software, or AI-enabled finance tools preferred
  • Strong communication skills with the ability to translate financial data into clear business insights

Benefits

  • Competitive compensation package with opportunities for performance-based bonuses
  • Comprehensive medical, dental, vision, short- & long-term disability, and life insurance coverage
  • Generous paid time off, including company holidays, floating holidays, and vacation days
  • 401(k) plan with a competitive company match
  • Professional development opportunities, including education assistance programs to support ongoing learning and career growth
  • Dynamic, inclusive company culture with a strong commitment to community engagement and volunteer opportunities
  • Access to on-site amenities such as a café, fitness center, walking trail, and more

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