Director, Financial Planning and Analysis

Role Overview

The Director of Financial Planning & Analysis will oversee all aspects of budgeting, forecasting, financial modeling, and analysis. This position will also direct internal and external financial reporting, including Board reporting.

What You Will Do

The Director will lead the FP&A team and partner with senior program leaders to provide insights to executive-level audiences and influence business decisions. The role will champion innovation, automation, and responsible use of approved financial AI and data tools to improve the efficiency, accuracy, consistency, and forward-looking value of FP&A deliverables.

Why It Might Be a Fit

The ideal candidate will possess strong critical-thinking, project-management, written and verbal communication skills, and advanced proficiency in Excel and experience creating and owning complex financial models.

Requirements

• Bachelor’s degree or greater in finance or a related business field
• PMP and/or CMA certification preferred
• 12+ years of hands-on experience in financial planning, reporting and analysis, budgeting, and forecasting, with increasing responsibility
• 7+ years of management or supervisory experience with proven success managing, coaching, and mentoring high-performing financial teams
• Advanced proficiency in Excel and experience creating and owning complex financial models
• Experience with SQL, Tableau, Power BI, data warehouses, project-management software, ERP systems like Net Suite, budgeting and reporting tools, and HRIS systems is preferred

Benefits

• Defined contribution pension plan
• 403(b)
• Generous paid time off package
• Insurance plans with the leading providers
• Flexible spending
• Tuition reimbursement
• Training opportunities

Tagged as: Financial Modeling