Director of Financial Planning & Analysis

Description

The Director of FP&A serves as a key partner to the CFO, acting as both the leader of financial planning & analysis and a strategic advisor across the business. This role combines rigorous financial leadership with driving strategic initiatives, aligning cross-functional priorities, and ensuring execution against the company’s financial and operational goals.

This individual will play a critical role in translating strategy into actionable financial plans and enhancing decision-making across the organization.

Key Responsibilities:

Financial Planning & Analysis Leadership

• Own the company-wide budgeting, forecasting, and long-range planning processes. 
• Translate strategic initiatives into financial impact and measurable targets. 
• Develop scenario modeling and sensitivity analyses. 
• Ensure alignment between operational KPIs and financial outcomes. 
• Lead cash flow forecasting and reporting, ensuring visibility into liquidity and operational cash drivers. 
• Support debt management activities, including monitoring covenants, modeling financing scenarios, and assisting with lender communications. 

Strategic Partnership to CFO

• Act as a trusted advisor and extension of the CFO. 
• Prepare and synthesize materials for executive decision-making.
• Lead special projects and strategic initiatives on behalf of the CFO. 
• Anticipate issues and proactively bring solutions. 
• Assist in insurance and risk management activities, including analysis of coverage, claims trends, and cost optimization strategies. 
• Assist with income tax planning and coordination, including working with internal teams and external advisors to ensure alignment with financial strategy. 

Business Partnership & Accountability

• Partner with VPs and department leaders to drive financial performance. 
• Challenge assumptions and improve decision-making rigor. 
• Establish accountability around financial targets and initiatives. 
• Serve as the financial “voice of reason” in cross-functional discussions. 

Reporting & Insights

• Lead development of actionable reporting (not just data). 
• Enhance dashboards and KPI frameworks in partnership with BI. 
• Provide forward-looking insights, not just historical analysis. 
• Identify risks and opportunities early. 

Process & Infrastructure Development

• Improve budgeting and forecasting processes (speed, accuracy, ownership). 
• Help define and document key assumptions tied to financial plans. 
• Drive consistency in how performance is measured across the business. 
• Partner with IT and BI to improve data quality and accessibility. 

Requirements

Experience

• 8–12+ years in finance, FP&A, investment banking, consulting, or similar. 
• Experience leading planning processes in a multi-department organization. 
• Strong exposure to executive-level decision-making. 
• Experience partnering with senior operational leaders. 

Skills & Capabilities

• Strong financial modeling and analytical skills. 
• Exceptional business acumen—understands how operations drive financials. 
• Ability to influence without direct authority. 
• Clear, concise communicator (especially with executives). 
• High ownership and proactive mindset. 
• Ability to simplify complexity into actionable insights. 

Personal Attributes

• Low ego, high accountability. 
• Naturally curious and forward-looking. 
• Comfortable operating in ambiguity. 
• Able to push back constructively. 
• Highly organized and execution-focused. 

Success in This Role Looks Like

• Budgeting becomes proactive, initiative-driven, and aligned to strategy. 
• Cash flow, debt, and risk considerations are proactively managed and clearly communicated. 
• VPs are more accountable to financial targets and assumptions. 
• Reporting shifts from backward-looking to forward-looking. 
• Better, faster decision-making across the organization. 

IMPORTANT INFORMATION

While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl and talk or hear. Employee must be able to lift 25 lbs of force occasionally and 10 lbs of force frequently.

The employee is occasionally exposed to wet and/or humid conditions; moving mechanical parts and outsid