Director of Financial Planning & Analysis

Role Overview

The Director of FP&A acts as a key strategic partner to the Chief Financial Officer (CFO), Vice President of Finance and senior leadership. They transform complex financial data into clear, actionable business insights, manage enterprise financial performance, and lead an internal team of financial analysts.

What You Will Do

Develop trusted partnerships with executive and operational leadership to understand business drivers and provide financial insights that support decision making. Lead an annual budget, multi-year financial plan, rolling forecasts and ongoing performance across the organization.

Why It Might Be a Fit

A successful candidate will have a blend of financial strategy, strong knowledge of financial controls and regulation along with exceptional leadership skills.

Requirements

• MBA in finance required or a Bachelor’s degree in finance, accounting, business, or related field combined with work experience to demonstrate mastery of field.
• 7 – 10+ years of experience in financial planning and analysis, including experience with budgeting, forecasting, and financial analysis.
• 5+ years in a direct management or leadership capacity.
• Knowledge of US GAAP and thorough understanding of all financial statements.
• Demonstrated ability to identify trends, investigate variances, and recommend practical business improvements to business leaders.
• Excellent communication and presentation skills; ability to communicate financial information to both finance and non-finance stakeholders.
• Ability to develop and maintain strong working relationships with cross-functioning teams.
• Ability to work independently and prioritize tasks in a fast-paced environment.
• Advanced Microsoft Excel skills (PivotTables, XLOOKUP/INDEX-MATCH, Power Query or similar, complex formulas, financial modeling).
• Experience developing reports and dashboards using Power BI or similar business intelligence tools preferred.
• Experience with Microsoft D365 or a similar ERP system preferred.
• Able to travel as needed.

Tagged as: Excel, Financial Modeling, Forecasting, Power BI