Job Description
The Director, Financial Planning & Analysis is responsible for leading a major FP&A area, process, or portfolio. This role provides financial leadership, planning governance, performance analysis, and decision support to Finance leadership and cross-functional stakeholders. The Director leads teams and processes that support budgeting, forecasting, management reporting, executive analysis, financial modeling, and strategic planning. This role is accountable for ensuring FP&A outputs are accurate, consistent, timely, and aligned to enterprise priorities.
Key Responsibilities
• Oversee preparation of management reporting, operating reviews, executive presentations, and Board-related materials as needed.
• Communicate financial results, trends, risks, and recommendations clearly to senior leadership.
• Partner with senior leaders to evaluate financial performance, strategic priorities, investment decisions, risks, and opportunities.
• Review complex financial models, scenario analyses, and business cases to support leadership decisions.
• Partner with Finance and cross-functional teams to improve forecast accuracy, data integrity, planning discipline, and financial insight.
• Direct annual budget, recurring forecast, long-range planning, and performance management activities.
• Establish planning calendars, forecast governance, reporting standards, and review processes that drive accountability and consistency.
• Lead full financial statement forecasting, including P&L, balance sheet, cash flow, covenant analysis, and key operating metrics as applicable.
• Lead FP&A planning, forecasting, reporting, and analysis for assigned areas or enterprise processes.
• Guide managers and analysts to ensure high-quality budgeting, forecasting, analysis, reporting, and business communication.
• Identify and sponsor process improvements, workflow enhancements, reporting automation, and financial systems improvements.
• Develop FP&A talent, strengthen team capabilities, and promote consistent analytical standards.
Qualifications
Education
• Bachelor's degree in Finance, Accounting, Economics, or related field.
• MBA, CPA, CFA, or similar advanced credential preferred.
Experience
• Strong experience with budgeting, forecasting, long-range planning, financial reporting, and executive-level analysis.
• 10+ years of progressive Finance, Accounting, FP&A, or related experience.
• Strong financial acumen, including GAAP knowledge, internal controls, revenue recognition, and full financial statement modeling.
• Experience with financial systems, planning tools, reporting platforms, and process improvement preferred.
• Experience operating in a controls-oriented or regulated environment preferred.
• Experience leading FP&A teams, processes, or major planning/reporting deliverables.
Skills and Competencies
• Strong analytical capability with experience interpreting large and complex data sets.
• Ability to influence senior leaders and translate financial analysis into business recommendations.
• Strong judgment, prioritization, and ability to manage multiple strategic and operational priorities.
• Strong leadership, business partnership, and stakeholder management skills.
• Excellent written and verbal communication skills, including executive presentation and financial storytelling.
• Ability to lead change, improve processes, and scale FP&A capabilities.
• Strong technical aptitude, business acumen, and continuous improvement mindset.
Work Environment
• Typical professional office environment, including extended periods working at a computer and participating in virtual or in-person meetings.
• Flexible work hours may be required at times to support critical deadlines, planning cycles, global stakeholders, or business needs.
• Travel may be required occasionally based on business needs.
