FP&A Director

POSITION SUMMARY
The FP&A Director will play a key role in the financial planning and decision-making processes by providing high-quality financial insights, reporting, and analysis. This position will work closely with senior management, department leaders, and cross-functional teams to drive financial performance, guide strategic planning, and support business objectives.

Key Responsibilities:
1. Financial Planning & Forecasting:

• Lead the annual budgeting process and periodic financial forecasts.
• Develop detailed financial models and forecasts, considering historical data, trends, and business objectives.
• Prepare and present monthly, quarterly, and annual financial reports to senior management, highlighting variances against budget/forecast and offering actionable recommendations.
• Monitor key financial metrics (e.g., revenue, profit margins, costs) and provide insights to optimize performance.

2. Financial Analysis & Reporting:

• Analyze the company’s financial performance, identifying areas of improvement or concern.
• Provide in-depth financial analysis to support decision-making across all business units.
• Develop and maintain financial dashboards, KPIs, and management reports for tracking performance.
• Perform ad-hoc analysis and financial modeling for special projects, strategic initiatives, and investment opportunities.

3. Strategic Support & Business Partnership:

• Partner with business leaders to understand key drivers of financial performance and develop strategies to improve profitability.
• Collaborate with operational teams to create financial models for new product launches, business expansions, or cost reduction initiatives.
• Support the development of long-term strategic plans and assist in decision-making with financial insights.

4. Performance Management & Cost Control:

• Assess financial risks and opportunities across various business segments.
• Monitor business unit performance and recommend improvements in cost management, resource allocation, and operational efficiency.
• Ensure proper financial controls and compliance with accounting standards.

5. Process Improvement:

• Identify and implement process improvements related to financial reporting, budgeting, and forecasting.
• Work closely with other departments to streamline financial data collection and reporting processes.
• Leverage technology and tools to enhance data accuracy and reporting speed.

Required Qualifications:

• Education: Bachelor’s degree in Finance, Accounting, Economics, or related field. MBA or professional certification (CFA, CPA) is a plus.
• Experience:
  • 10 years of experience in FP&A, financial analysis, or related finance roles.
  • Proven, relatable experience in budgeting, forecasting, and financial modeling.
  • Experience with financial reporting and variance analysis.
• Technical Skills:
  • Strong proficiency in Excel, financial modeling, and data analysis.
  • Experience with financial software Microsoft Dynamics 365.
  • Familiarity with ERP systems and business intelligence tools (Power BI, Tableau, etc.).
• Analytical Skills:
  • Strong quantitative and analytical skills with the ability to interpret complex financial data and make strategic recommendations.
  • Excellent problem-solving skills with a focus on results.
• Communication Skills:
  • Strong written and verbal communication skills, with the ability to present financial data to non-financial stakeholders.
  • Ability to influence and partner with cross-functional teams.

Preferred Qualifications:

• Experience in manufacturing, multi-site businesses.
• Advanced Excel modeling skills (e.g., three-statement model creation, macros, complex formulas, pivot tables).
• Experience with financial forecasting software or advanced analytics tools.
• Ability to thrive in a fast-paced environment and manage multiple priorities simultaneously.