Director, Financial Planning and Analysis

DEFINITION: As a member of the Finance Team, the Director, Financial Planning & Analysis “FP&A” is responsible for financial forecasting, budgeting, reporting, and strategic analysis functions of the organization. This pivotal leadership role works closely with the Chief Financial Officer “CFO” and executive team to deliver data-driven insights that support business growth and operational efficiency.

• Lead all FP&A activities, including annual budgeting, quarterly forecasting, long-range planning, and monthly reporting.
• Partner with the CFO and other executive leaders to provide financial insights and strategic recommendations
• Develop and manage policies and financial models that support decision‑making across the organization.
• Analyze financial and operational data to identify trends, risks, and opportunities; provide clear, actionable insights.
• Oversee cash flow forecasting, scenario planning, and capital expenditure analysis.
• Drive the preparation of board‑level materials and KPI reporting.
• Develop dashboards and interactive performance tools.
• Establish and improve processes, tools, and systems to scale FP&A capabilities in alignment with company growth.
• Serve as a thought partner to department heads, supporting goal setting, performance tracking, and accountability.
• Support M&A analysis and integration planning.
• Assists with Accounting functions as needed.

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA, CMA or CPA preferred
• 3‑5 years of progressive experience, including at least 2 years in a leadership or director‑level role
• Deep understanding of financial modeling, forecasting techniques, and performance management
• Advanced Excel and financial modeling capabilities; experience with tools such as Net Suite, Adaptive Insights, or Power BI
• Strong business acumen with the ability to distill complex data into clear and actionable insights
• Excellent communication skills and executive presence
• Ability to thrive in a dynamic, fast‑paced environment and build structure where needed