Position Overview
We are seeking a strategic and detail-oriented Director of Financial Planning & Analysis (FP&A) to lead budgeting, forecasting, financial modeling, and treasury management functions within a growing, dynamic organization. This role will serve as a key business partner to the senior leadership team, delivering insights and guidance to drive efficiency, profitability, and sustainable growth in a highly regulated and fast-paced environment.
Key Responsibilities
Strategic Planning & Forecasting
- Lead the development and execution of annual budgets, long-range planning, and rolling forecasts.
- Partner with operational departments to ensure financial plans align with business goals and regulatory requirements.
Financial Analysis & Reporting
- Provide in-depth analysis of financial performance across all business units.
- Deliver monthly, quarterly, and annual reports and presentations for executive leadership.
- Identify financial risks, opportunities, and trends to support strategic decision-making.
Cost & Margin Analysis
- Oversee product costing, margin performance, and inventory valuation.
- Implement initiatives to reduce costs and improve operational KPIs including waste, yield, and throughput.
Cross-Functional Business Support
- Act as a financial partner to teams across operations, procurement, R&D, and commercial functions.
- Evaluate capital investment opportunities, performing ROI and risk assessments.
Process & Systems Improvement
- Drive continuous improvement in financial systems, dashboards, and reporting tools.
- Ensure strong internal controls and alignment with financial policies and regulatory requirements.
Treasury & Cash Flow Management
- Lead cash flow forecasting and liquidity planning to support operational needs.
- Manage banking relationships, debt facilities, and short-term investment strategies.
- Optimize working capital and ensure compliance with treasury policies.
Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or related discipline.
- CPA, CMA, MBA, or CFA designation is considered an asset.
- 8–12 years of progressive FP&A experience, with 5+ years in a leadership capacity.
- Previous experience in a manufacturing or production-based environment is strongly preferred.
- Proficient in ERP systems (e.g., SAP, Oracle) and advanced financial modeling tools.
- Strong leadership, communication, and strategic thinking skills.
- Knowledge of treasury operations, banking, and financial risk management.
Preferred Attributes
- Agile leader with a balance of strategic vision and operational execution.
- Comfortable managing multiple projects in a high-growth, regulated environment.
- Experience with lean manufacturing, cost accounting, or Six Sigma methodologies.
- Familiarity with public company reporting standards and international banking practices.