Director of Financial Planning & Analysis

Role Overview

The Director of Financial Planning & Analysis will lead enterprise financial planning, forecasting, performance management, analytics, and finance transformation. This role will partner closely with executive and business leaders to strengthen financial visibility, deliver actionable insights, and support informed decisions across the organization.

What You Will Do

The Director will oversee budgeting and forecasting processes, financial modeling, executive reporting, business intelligence, planning technology, and finance modernization. This leader will also develop the FP&A team and foster a culture of accountability, collaboration, innovation, and continuous improvement.

Why It Might Be a Fit

The ideal candidate will have a strong knowledge of budgeting, forecasting, financial modeling, scenario planning, profitability analysis, and performance management. They will also have experience with enterprise planning, reporting, or business intelligence platforms such as Workday Adaptive Insights, Tableau, or comparable tools.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related field
• Seven or more years of progressive experience in FP&A, financial analysis, business analytics, reporting, financial systems, or a related discipline
• Previous people leadership or team-development experience
• Strong knowledge of budgeting, forecasting, financial modeling, scenario planning, profitability analysis, and performance management
• Strategic thinking, financial acumen, sound business judgment, and strong analytical problem-solving skills
• Ability to communicate complex information clearly and provide actionable recommendations to senior and executive leaders
• Experience with enterprise planning, reporting, or business intelligence platforms such as Workday Adaptive Insights, Tableau, or comparable tools
• Understanding of data analytics, visualization, integration, automation, and reporting governance
• Strong communication, presentation, project leadership, prioritization, and change-management skills
• Ability to influence across functions while balancing strategic priorities and effective execution
• Experience with business intelligence, advanced analytics, finance automation, or AI-enabled solutions is a plus
• Familiarity with Tableau, Python, SQL, or comparable technologies is preferred
• MBA, CPA, CMA, or another relevant advanced degree or professional certification is preferred

Benefits

• Flexible time-off
• Paid parental leave
• Employee appreciation events
• Volunteering opportunities
• Profit-sharing program
• Dental insurance
• Vision insurance
• Health insurance
• 401(k) or retirement plan
• Paid holidays
• Wellness programs
• Remote work flexibility
• Stipends
• Bonus/commission
• Equity

Tagged as: Financial Modeling