Director of Financial Planning & Analysis

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.