Director, Corporate FP&A

Job Summary

We believe great work happens when flexibility and connection come together, and when we respect the whole person, not just the professional. That is why we operate under one flexible work model with a hybrid schedule of three in-office days per week, aligned to one of our three Greater Philadelphia area offices. Your Talent Acquisition partner will work closely with you to confirm the office location that best aligns with the role and your home location, ensuring you have the right balance of connection, collaboration, and flexibility to thrive 

The Director, Corporate FP&A leads Day & Zimmermann's annual budgeting and quarterly forecasting processes, delivering accurate, insight-driven financial plans aligned with Strategic Growth objectives and operational priorities. The role partners with finance, corporate functions, and executive leadership to drive enterprise performance reporting, earnings and cash flow targets, G&A optimization, capital allocation, portfolio and M&A analysis, and balance sheet management. It also collaborates with Financial Systems and IT to strengthen FP&A capabilities, data integrity, and scalable decision-support tools across the organization.

Responsibilities

• Lead and develop a high-performing FP&A team to execute enterprise-wide budgeting and quarterly forecasting across Business Groups and Corporate functions. Establish timelines, governance, and analytical standards to deliver accurate, insight-driven financial plans. Partner with finance and executive leadership to align forecasts with operational priorities, capital allocation, headcount, G&A, cost optimization, and strategic investments, while translating complex financial data into actionable insights that inform executive decision-making and drive enterprise performance. Drive continuous innovation and process improvements while leveraging technology to support operational excellence within the FP&A team. 25%
• Lead enterprise financial planning and analysis to achieve company targets, overseeing quarterly business reviews and delivering executive-ready insights on drivers, risks, and opportunities. Enhance reporting and forecast accuracy through advanced analytics, trend and gap analysis, and forward-looking scenario modeling to optimize resource allocation, margins, costs, investments, earnings, and cash flow. Partner with Business Groups to improve financial and operational performance and deliver actionable ad hoc analysis that drives results. 25%
• Support preparation of periodic financial update materials for executive leadership, Board of Advisors, Company shareholders, and Bank Group, including performance narratives and variance and trend analyses of P&L, cash flow, and balance sheet results relative to budget and forecasts. working capital efficiency, and overall capital returns, ensuring rigor, consistency, and alignment with reported results, budgets, and forecasts. 15%
• Partner with Financial Systems Team, IT, and business leadership to drive process re-engineering and implementation of enhanced planning, forecasting, and analytics capabilities aligned with FP&A and enterprise priorities. Serve as the Corporate Finance lead to translate business objectives into clear financial and functional requirements, facilitate scope and requirements definition for complex initiatives, and guide solution design and implementation to ensure systems effectively support planning, reporting, and long-term financial objectives. 15%
• Provide support to the Corporate Staff functions (G&A) planning process. Assist with headcount and expense planning for supported business groups. Partner cross-functionally to understand underlying business drivers and utilizes this knowledge to develop forecast models consistent with company goals. Build a network of internal resources and key stakeholders to aid in management of cross-functional teams. 10%
• Drive and own the optimization of business processes in conjunction with internal business partners. Gather, analyze, an