Financial Planning & Analysis Director

About Us

At POWERX, we take pride in being the premier provider of comprehensive power services, ensuring that power systems operate efficiently and reliably. Our commitment to quality and excellence is evident in our field services, engineering and consulting expertise, and adherence to certifications and regulations. Safety and performance are at the forefront of our integrated approach.

We are a people-first company, valuing integrity, respect, and teamwork. Our mission is to empower businesses by optimizing system performance, ensuring safety and compliance, and driving operational excellence with innovative solutions. At POWERX, we offer a dynamic environment where both experienced professionals and newcomers can grow, make an impact, and build a legacy.

Our vision is to lead the future of power systems with cutting-edge technology, sustainable practices, and a relentless focus on customer success. We are dedicated to expanding our expertise, locations, and services while maintaining our people-first philosophy. Partnering with POWERX means gaining a trusted team of passionate experts committed to delivering value and fostering lasting relationships. Join us in making power work for our clients and the communities we serve!

OUR POWERX PERKS

• Competitive Pay
• Incentives for Certifications
• Referral Bonus Program
• Tuition Reimbursement
• Medical, dental, vision, LTD, STD, Basic Life/AD&D, and other ancillary products
• 401k program with a company match
• Performance Program
• Paid Parental Leave
• PTO including Wellness Days and Paid Holidays
• And much more!
  
  

Job Summary

The Financial Planning & Analysis (FP&A) Director is responsible for leading the company’s financial planning, budgeting, forecasting, and analysis functions. This highly strategic role provides actionable insights to senior leadership, drives performance through data, and supports decision-making that aligns with company objectives. The ideal candidate possesses deep financial expertise, outstanding analytical abilities, and proven proficiency in Adaptive, Microsoft Excel, PowerPoint, and PowerBi.

Supervisory Responsibilities

• Leads the FP&A team, ensuring timely and accurate reporting, forecasting, and planning.
• Provides mentorship, guidance, and career development opportunities to team members.
• Oversees work allocation, performance management, and team structure for maximum effectiveness.
  
  

Duties/Responsibilities

Financial Planning & Forecasting

• Develop and manage annual and long-term financial plans and forecasts.
• Ensure alignment of financial objectives with business goals.
  
  

Analysis & Reporting

• Deliver detailed, accurate, and timely financial and operational analysis.
• Translate data into actionable business insights and recommendations.
  
  

Budget Management

• Lead the company’s budgeting process, collaborating with departments to ensure fiscal discipline.
• Monitor budget variances and provide insight into trends and drivers.
  
  

Performance Monitoring

• Track financial performance and key metrics, identifying opportunities for improvement.
• Develop KPIs to evaluate financial and operational effectiveness.
  
  

System Utilization

• Leverage Adaptive, Excel, PowerPoint, and PowerBi to build dynamic models and dashboards.
• Drive continuous improvements in reporting capabilities and automation.
  
  

Team Leadership

• Cultivate a high-performing, results-oriented FP&A team.
• Foster a culture of collaboration, accountability, and continuous improvement.
  
  

Stakeholder Collaboration

• Partner with senior leaders to support strategic initiatives and evaluate business opportunities.
• Provide financial insights to inform cross-functional decision-making.
  
  

Compliance & Risk Management

• Ensure financial processes comply with internal policies and external regulations.
• Identify financial risks and recommend mitigation strategies.
  
  

Additional responsibilities and tasks as required to support the organization's goals and adapt to evolving business needs.

Attributes/Abilities

• Must have a satisfactory background and credit check.
• Exceptional analytical and strategic thinking skills.
• Ability to communicate complex financial data clearly to non-financial stakeholders.
• Strong interpersonal and leadership qualities.
• Detail-oriented with a proactive approach to problem-solving.
• High degree of adaptability in a dynamic business environment.
  
  

Experience And Education

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
• MBA or CFA designation preferred.
• 8–10 years of progressive experience in FP&A, with at least 3 years in a leadership role.
• Demonstrated proficiency in Adaptive, Microsoft Excel, PowerPoint, and PowerBi.
• Strong financial modeling and forecasting skills.
  
  

Physical Requirements

• This is an office desk position with no significant physical exertion required.
  
  

POWERX is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.