Confidential
The Director of Financial Planning & Analysis will serve as a key strategic partner to senior leadership, overseeing the organization's financial planning, budgeting, and forecasting processes. This role requires a highly analytical, hands-on leader with strong expertise in financial modeling and data analysis, capable of operating effectively without reliance on an ERP system. The ideal candidate will deliver actionable insights to support strategic decision-making, manage complex reporting needs, and drive process enhancements that improve accuracy and efficiency in financial planning.
Key Responsibilities
Strategic Planning and Financial Modeling:
Develop, maintain, and oversee complex and robust financial models in Excel to support the annual budget, periodic forecasting cycles, and long-range financial plans. Performance Analysis:
Conduct in-depth analysis of financial performance against historical data, budgets, and forecasts. Identify key business drivers, trends, risks, and opportunities, and present actionable insights to senior management. Reporting and Presentations:
Lead the preparation of all financial reports, management dashboards, and presentations for executive leadership, the Board of Directors, and other key stakeholders. Business Partnership:
Serve as a financial advisor to business unit leaders and cross-functional teams. Provide data-driven analysis to support departmental planning, resource allocation, and project evaluations. Cash Flow and Capital Planning:
Develop and manage cash flow forecasts and assist in capital expenditure planning to ensure sound financial health and liquidity. Operational and Process Improvement:
Proactively identify opportunities to improve financial processes, reporting accuracy, and forecasting methodologies. Streamline workflows and drive efficiency through automation using non-ERP tools like advanced Excel, macros, and business intelligence (BI) solutions. Team Leadership:
Recruit, supervise, mentor, and develop a team of financial analysts, fostering a culture of analytical rigor and continuous improvement. Ad-Hoc Analysis:
Manage and execute various special projects and ad-hoc financial analysis requests as needed by leadership. Required Qualifications Bachelor's degree in Finance, Accounting, Economics, or a related field. An MBA is highly preferred. Advanced degree or certification (e.g., CPA, CFA, CMA, CTP) preferred. 10+ years of progressive experience in FP&A, with significant time spent in a management or leadership role. Proven ability to lead and coordinate the complete FP&A cycle, including budgeting, forecasting, and reporting, in a non-ERP environment. Expert-level proficiency with financial modeling in Microsoft Excel, including advanced functions and the ability to build and maintain complex models from scratch. Experience in leveraging data sources from various systems to perform analysis and build reports. Exceptional analytical, communication, and storytelling skills, with the ability to present complex financial information clearly and concisely to diverse audiences. Strong business acumen and an understanding of operational drivers that impact financial results. Excellent leadership and team management abilities.
Develop, maintain, and oversee complex and robust financial models in Excel to support the annual budget, periodic forecasting cycles, and long-range financial plans. Performance Analysis:
Conduct in-depth analysis of financial performance against historical data, budgets, and forecasts. Identify key business drivers, trends, risks, and opportunities, and present actionable insights to senior management. Reporting and Presentations:
Lead the preparation of all financial reports, management dashboards, and presentations for executive leadership, the Board of Directors, and other key stakeholders. Business Partnership:
Serve as a financial advisor to business unit leaders and cross-functional teams. Provide data-driven analysis to support departmental planning, resource allocation, and project evaluations. Cash Flow and Capital Planning:
Develop and manage cash flow forecasts and assist in capital expenditure planning to ensure sound financial health and liquidity. Operational and Process Improvement:
Proactively identify opportunities to improve financial processes, reporting accuracy, and forecasting methodologies. Streamline workflows and drive efficiency through automation using non-ERP tools like advanced Excel, macros, and business intelligence (BI) solutions. Team Leadership:
Recruit, supervise, mentor, and develop a team of financial analysts, fostering a culture of analytical rigor and continuous improvement. Ad-Hoc Analysis:
Manage and execute various special projects and ad-hoc financial analysis requests as needed by leadership. Required Qualifications Bachelor's degree in Finance, Accounting, Economics, or a related field. An MBA is highly preferred. Advanced degree or certification (e.g., CPA, CFA, CMA, CTP) preferred. 10+ years of progressive experience in FP&A, with significant time spent in a management or leadership role. Proven ability to lead and coordinate the complete FP&A cycle, including budgeting, forecasting, and reporting, in a non-ERP environment. Expert-level proficiency with financial modeling in Microsoft Excel, including advanced functions and the ability to build and maintain complex models from scratch. Experience in leveraging data sources from various systems to perform analysis and build reports. Exceptional analytical, communication, and storytelling skills, with the ability to present complex financial information clearly and concisely to diverse audiences. Strong business acumen and an understanding of operational drivers that impact financial results. Excellent leadership and team management abilities.