Financial Planning and Analysis Director

What you'll do

• Lead the annual budgeting process and rolling forecasts, partnering with department leaders to align financial plans with business priorities.
• Build and maintain driver-based financial models, scenario analyses, sensitivity models, ROI models, and executive reporting.
• Own monthly financial reporting, including variance analysis, KPI tracking, forecast updates, and performance insights.
• Analyze revenue, margins, operating expenses, customer economics, and key business drivers to identify risks and opportunities.
• Serve as a finance business partner to leaders across the organization, providing data-driven recommendations.
• Improve forecasting, reporting, and planning processes through automation, BI tools, analytics, and AI-enabled solutions.
• Partner with Finance Systems, IT, and cross-functional teams to improve data quality, reporting tools, and system integrations.
• Manage and develop a Senior Financial Analyst, providing coaching, workflow guidance, and accountability.

What we're looking for

• Bachelor's degree in Finance, Accounting, Data Analytics, Business, or related field.
• MBA, CPA, CFA, or related advanced credential preferred.
• 7-10+ years of FP&A, corporate finance, strategic finance, or financial analysis experience.
• Experience owning budgeting, forecasting, variance analysis, and financial reporting processes.
• Prior experience managing or mentoring at least one analyst.
• Strong financial modeling skills with the ability to build models from scratch.
• Experience with ERP systems, planning tools, BI platforms, analytics software, or financial reporting systems.
• Advanced Excel skills required; SQL, Power BI, Tableau, automation tools, planning software, or AI-enabled finance tools preferred.
• Strong communication skills with the ability to translate financial data into clear business insights.

What makes you successful

• Hands-on ownership: You can lead strategically while getting into the details.
• Analytical rigor: You use data to identify trends, risks, and opportunities.
• Technology mindset: You look for ways to improve speed, accuracy, and insight through systems and automation.
• Business partnership: You understand financial and operational drivers and support better decision-making.
• Leadership: You develop talent, improve workflows, and deliver high-quality results.

Why this role is different

• High visibility with executive leadership.
• Opportunity to shape a modern, analytics-driven FP&A function.
• Player-coach role with both leadership and hands-on ownership.
• Direct impact on forecasting, planning, reporting, and strategic decision support.

What's In It For You

• Competitive compensation package with opportunities for performance-based bonuses.
• Comprehensive medical, dental, vision, short- & long-term disability, and life insurance coverage.
• Generous paid time off, including company holidays, floating holidays, and vacation days.
• 401(k) plan with a competitive company match.
• Professional development opportunities, including education assistance programs to support ongoing learning and career growth.
• A dynamic, inclusive company culture with a strong commitment to community engagement and volunteer opportunities.
• Access to on-site amenities such as a café, fitness center, walking trail, and more.