What are the responsibilities and job description for the Director, Financial Planning & Analysis position at Forward?
Position: Director of Financial Planning and Analysis
Job Description:
The Director of Financial Planning and Analysis (FP&A) is responsible for leading the financial planning, forecasting, budgeting, and analysis functions to support the strategic goals of the organization. This role involves developing and overseeing financial models, analyzing key performance indicators (KPIs), and providing actionable insights to senior leadership. The Director of FP&A will lead a team of analysts, ensuring the quality and accuracy of financial data and analysis. This role requires strong business partnering skills to support the organization's growth and financial objectives.
Core Responsibilities & Duties:
- Lead all aspects of financial planning, budgeting, and forecasting processes for the organization
- Develop, implement, and maintain financial models to analyze business performance and support strategic decision-making
- Prepare and present monthly, quarterly, and annual financial reports and analysis to executive leadership
- Conduct variance analysis and provide insights on financial performance versus budget, forecast, and prior periods
- Partner with department heads and business unit leaders to develop financial plans and monitor performance against targets
- Provide financial analysis and decision support for key strategic initiatives, including new product launches, market expansions, and capital investments
- Identify and communicate risks and opportunities related to financial performance and recommend corrective actions as needed
- Develop and implement performance metrics to support strategic objectives and enhance financial transparency
- Ensure compliance with internal controls, accounting policies, and procedures
- Mentor and develop a team of financial analysts, fostering a high-performance culture
- Drive continuous improvement in financial planning processes, tools, and methodologies
- Collaborate with cross-functional teams to provide financial insights and support business strategies
- Perform ad-hoc analysis and projects as required by senior leadership
- Other duties as assigned
Qualifications:
- BA/BS degree in Finance, Accounting, Economics, or a related field; MBA or CFA is a plus
- Minimum of 7 years of experience in financial planning, analysis, budgeting, and forecasting
- Strong knowledge of financial modeling, financial statements, and corporate finance principles
- Demonstrated experience in partnering with business leaders to provide strategic financial insights and recommendations
- Proven track record of leading and developing high-performing teams
- Strong analytical, problem-solving, and decision-making skills
- Excellent communication and presentation skills, with the ability to convey complex financial information in a clear and concise manner
- Proficiency in financial software and tools such as Excel, SAP, Oracle, or similar systems
- Ability to work in a fast-paced environment and manage multiple priorities effectively
- High level of integrity and professionalism, with a commitment to ethical standards
Forward Air is an Equal Opportunity Employer.
