Director of Financial Planning & Analysis (FP&A)

Position Overview

The Director of Financial Planning & Analysis (FP&A) is a strategic finance leader responsible for driving enterprise-wide financial planning, budgeting, forecasting, and performance analysis. This role consolidates financial and operational inputs across business units, regions, and corporate functions to deliver accurate forecasts, actionable insights, and comprehensive reporting that support executive decision-making.

Partnering closely with the CFO, VP of FP&A, regional finance leaders, and other senior stakeholders, the Director ensures financial plans align with corporate objectives and long-term growth strategies. This individual oversees the development of financial models, executive dashboards, key performance indicators (KPIs), and management reporting packages while identifying opportunities to improve profitability, operational efficiency, and financial performance.

The ideal candidate combines strong analytical expertise with strategic business acumen, exceptional communication skills, and proven leadership experience. They can translate complex financial information into clear recommendations, influence decision-making across a multi-entity organization, and build a high-performing FP&A team focused on accountability, continuous improvement, and sustainable business growth.

Key Responsibilities

Financial Planning, Budgeting & Forecasting

• Lead enterprise-wide annual budgeting, quarterly forecasting, and long-range financial planning processes.
• Consolidate financial projections, assumptions, and operating plans across regional business units and corporate functions.
• Develop and maintain comprehensive financial forecasts that incorporate revenue, expenses, profitability, balance sheet activity, and cash flow.
• Establish consistent planning methodologies, assumptions, timelines, and reporting standards across the organization.
• Partner with regional finance directors and functional leaders to validate financial inputs, challenge assumptions, and improve forecast accuracy.
• Monitor actual performance against budgets, forecasts, and strategic plans, identifying significant variances and recommending corrective actions.
• Evaluate business trends, emerging risks, and growth opportunities to support proactive financial planning.
• Align financial planning activities with corporate objectives, resource allocation priorities, and long-term business strategies.

Strategic Financial Analysis & Business Partnership

• Serve as a key advisor to the CFO, VP of FP&A, and executive leadership on financial performance, business trends, and strategic initiatives.
• Translate financial and operational data into actionable insights that support business planning and decision-making.
• Analyze revenue growth, operating expenses, gross margins, profitability, and other key financial drivers.
• Identify opportunities to improve operational efficiency, optimize resource allocation, strengthen margins, and enhance financial performance.
• Partner with business leaders to evaluate strategic initiatives, investments, expansion opportunities, and other major business decisions.
• Develop financial scenarios and sensitivity analyses to assess potential outcomes, risks, and opportunities.
• Proactively identify emerging challenges and recommend strategies to mitigate financial and operational risks.
• Support strategic planning by evaluating business performance against established objectives and identifying areas requiring management attention.

Financial Modeling & Performance Management

• Develop, maintain, and enhance comprehensive three-statement financial models covering the income statement, balance sheet, and cash flow statement.
• Standardize financial modeling practices, assumptions, and analytical frameworks across the organization.
• Establish and maintain KPIs that measure financial performance, operational efficiency, and progress toward corporate goals.
• Build analytical tools that connect financial results with underlying operational drivers.
• Conduct detailed variance analysis and investigate the factors contributing to deviations from budgets and forecasts.
• Develop scenario models to evaluate changes in business assumptions, operating conditions, and financial priorities.
• Improve the consistency, accuracy, and scalability of financial models and performance tracking processes.
• Ensure financial analyses are well-supported, reliable, and appropriate for executive-level decision-making.

Executive Reporting & Financial Communication

• Develop and maintain executive dashboards, management reporting packages, and board-level financial presentations.
• Consolidate financial and operational information into clear, concise reports that communicate business performance and emerging trends.
• Present financial results, forecasts, risks, and recommendations to senior leadership and other stakeholders.
• Explain complex financial concepts in a manner that is accessible to audiences with varying levels of financial expertise.
• Ensure reporting is accurate, transparent, consistent, and delivered within established deadlines.
• Highlight material variances, key performance drivers, and areas requiring leadership action.
• Establish standardized reporting formats and definitions to improve visibility and comparability across business units.
• Support executive and board discussions with relevant financial analysis, scenario modeling, and strategic recommendations.

Cross-Functional & Regional Collaboration

• Partner with regional finance directors to consolidate financial results, understand regional performance, and improve forecast precision.
• Work closely with accounting to ensure financial reporting aligns with actual results and that underlying data is reliable.
• Collaborate with operations, sales, service delivery, and other functional teams to understand the business drivers behind financial performance.
• Challenge assumptions constructively and influence stakeholders to improve financial discipline and accountability.
• Facilitate collaboration across regions and business units to promote consistent planning practices and shared financial objectives.
• Help business leaders understand the financial implications of operational decisions and resource allocation.
• Communicate changes in financial outlook, emerging risks, and performance improvement opportunities to the appropriate stakeholders.

FP&A Systems, Processes & Continuous Improvement

• Evaluate and enhance financial planning systems, reporting tools, and analytical capabilities.
• Leverage financial planning platforms, business intelligence solutions, and automation to improve reporting efficiency and accuracy.
• Standardize budgeting, forecasting, financial modeling, and performance reporting processes.
• Identify opportunities to reduce manual work, improve data quality, and streamline recurring analytical activities.
• Establish appropriate controls and review procedures to support the integrity of financial information.
• Partner with technology, accounting, and business teams to improve integration between financial systems and operational data sources.
• Promote the use of data-driven decision-making throughout the organization.
• Stay current with evolving FP&A practices, financial technology, and analytical tools.

Leadership & Team Development

• Provide strategic direction for the FP&A function and align team priorities with corporate financial objectives.
• Lead, mentor, and develop FP&A professionals while fostering a high-performance, collaborative, and accountable culture.
• Establish clear goals, responsibilities, performance expectations, and development plans for team members.
• Oversee recruitment, onboarding, training, and ongoing professional development.
• Identify opportunities to strengthen team capabilities through coaching, knowledge sharing, and targeted training.
• Develop succession plans and support career growth to improve employee engagement and retention.
• Promote analytical rigor, continuous improvement, and consistent standards of quality across the team.
• Build strong relationships with regional finance teams and other stakeholders to ensure effective collaboration and execution.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field, or equivalent relevant experience.
• 10+ years of progressive experience in financial planning and analysis, corporate finance, or a related financial leadership function.
• Experience supporting a corporate headquarters, multi-entity organization, or geographically distributed business.
• Demonstrated success leading enterprise-wide budgeting, forecasting, long-range planning, and financial performance analysis.
• Strong expertise in three-statement financial modeling, including income statements, balance sheets, and cash flow projections.
• Proven ability to analyze financial and operational performance, conduct variance analysis, and translate findings into strategic recommendations.
• Experience partnering with executive leadership to support financial strategy, business planning, and performance improvement.
• Demonstrated ability to lead, mentor, and develop high-performing finance teams.
• Advanced proficiency in Microsoft Excel and financial modeling.
• Experience with financial planning and analysis systems, such as Adaptive Planning or comparable platforms.
• Familiarity with business intelligence and data visualization tools, such as Power BI or similar solutions.
• Exceptional written and verbal communication skills, including the ability to present financial information to senior executives and board members.
• Strong business acumen, analytical thinking, and problem-solving skills.
• Demonstrated ability to collaborate across functions and regions and influence stakeholders without direct reporting authority.
• Excellent organizational and project management skills, with the ability to manage multiple priorities and meet deadlines.