Director of Financial Planning and Analysis

Stable and growing organization in Palm Beach County is seeking a Director of FP&A to own the company’s budgeting, forecasting, and financial planning functions. This individual will serve as a key strategic advisor to senior leadership, ensuring financial data is accurate, timely, and actionable. Beyond the numbers, this role is expected to drive continuous improvement across the FP&A function and actively contribute to capital allocation strategy and enterprise decision-making.

Responsibilities:

• Take full ownership of the annual budgeting process and quarterly forecast cycles, ensuring accuracy, compliance with internal policies, and timely delivery to senior management.
• Analyze and evaluate company-wide financial performance and translate findings into executive-ready reports that directly inform strategic decision-making and capital allocation.
• Serve as a strategic partner to senior leaders and cross-functional business heads, delivering financial insight and recommendations that sharpen performance against financial objectives.
• Oversee the financial planning platform to confirm that planning methodologies are sound, reporting cadences are met, and the analytical output is meaningful and decision-ready.
• Build, lead, and develop the FP&A team, setting a high standard for financial rigor, intellectual curiosity, and continuous improvement.
• Prepare Board of Directors materials covering operating performance, guidance ranges, and budget and forecast results.
• Identify and pursue business enhancement opportunities in partnership with other functional areas across the organization.
• Continuously evaluate and upgrade FP&A tools and systems to drive automation, reduce manual effort, and raise the quality and speed of financial output.
• Support special projects and additional responsibilities as priorities evolve across the business.

Background Qualifications:

• Bachelor’s degree in Finance or Accounting required; MBA or Master’s degree preferred.
• 8-12 years of progressive FP&A experience with a demonstrated track record of increasing responsibility.
• Strong financial modeling skills; must build financial models from scratch
• Exceptional verbal and written communication skills, with the ability to build effective working relationships across all levels of the organization.
• Proven ability to manage competing priorities, execute complex assignments on time, and maintain a high degree of accuracy and self-discipline in a fast-paced environment.
• Comfortable conducting policy research and preparing clear, concise reports on financial and operational matters.
• Demonstrated ability to carry out complex analytical and budgetary instructions and translate them into actionable deliverables.

Tagged as: Financial Modeling, Forecasting