Director Financial Planning and Analysis - (*Hybrid)

About the position

Step into the role of Director of Financial Planning & Analysis (FP&A) and become a key player in shaping the financial future of our organization. This is an exciting opportunity for the right candidate to not only lead the FP&A function but to roll up their sleeves and build and scale a high-performing FP&A team from the ground up. In this hands-on leadership role, you'll work closely with senior leadership, business unit heads, and cross-functional teams to ensure financial alignment with our long-term goals. Your insights and strategic recommendations will be crucial in steering business performance and supporting decision-making processes across the company. You'll be at the heart of our financial operations, providing the insights that drive our success and helping to align our strategies with our financial targets.

Responsibilities
?? Lead, build, mentor, and develop the FP&A team, fostering a culture of continuous improvement and high performance.
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?? Lead the annual budgeting process and quarterly forecasting processes, ensuring alignment with corporate strategy and business goals.
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?? Oversee planning and iterating to develop a 5-year plan, providing actionable insights into trends, risks, and opportunities.
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?? Manage the long-term financial planning process, including capital expenditures and scenario analysis.
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?? Collaborate with department heads to gather financial assumptions and validate operational plans.
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?? Prepare board presentation materials to support plan review.
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?? Prepare monthly, quarterly, and annual financial reports that track performance against budget and forecast.
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?? Analyze key financial metrics, such as revenue growth, cost management, profitability, IRR and ROIC.
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?? Develop and maintain key performance indicators (KPIs) and dashboards to provide real-time financial insights to leadership.
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?? Partner with senior management and cross-functional teams to develop business strategies and tactical plans.
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?? Provide financial analysis and recommendations for cost reduction, resource allocation, and process improvements.
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?? Set clear expectations for team performance, deliverables, and professional growth.
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?? Oversee the team's use of financial modeling tools and systems to ensure consistency and accuracy.
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?? Drive the optimization of financial planning processes, systems, and reporting tools to improve efficiency, accuracy, and transparency.
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?? Manage and enhance the financial planning and reporting software, ensuring it supports the needs of the organization.
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?? Lead process improvements and automation efforts to reduce manual work and improve financial insights.
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?? Communicate financial results and projections to senior leadership and other key stakeholders clearly and effectively.
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?? Act as a trusted advisor to business leaders by providing insights and financial expertise in decision-making.
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?? Collaborate with accounting, operations, and other functional teams to ensure financial data integrity and accuracy.

Requirements
?? Bachelor's degree in Finance, Accounting, Economics, or a related field.
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?? 8-10+ years of experience in FP&A, financial analysis, or corporate finance, with at least 5 years in a leadership role.
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?? Experience with public company financial reporting: Familiarity with reporting cycles, deadlines, and maintaining rigorous standards for accuracy and compliance.
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?? Experience in multi-business unit organizations: Expertise in financial planning and analysis across diverse sectors, such as business-to-business rentals, business services, manufacturing, construction and manufacturing preferred.
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?? Proven track record in managing budgeting, forecasting, and financial modeling processes.
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?? Experience in strategic planning and financial decision support for senior management.
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?? Advanced proficiency in financial modeling, Excel, and data analysis tools.
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?? Experience with enterprise resource planning (ERP) systems and financial planning software (e.g., Oracle, Hyperion).
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?? Strong understanding of financial statements, accounting principles, and corporate finance.
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?? Strong leadership, mentoring, and team management skills, with the ability to build and develop high-performing teams.
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?? Exceptional verbal and written communication skills, with the ability to convey complex financial information to non-financial stakeholders.
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?? Strong analytical and problem-solving skills, with the ability to identify trends, forecast outcomes, and recommend action plans.

Nice-to-haves
?? MBA or CPA is a plus.

Benefits
?? 401(k) Retirement Plan with Company Match.
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?? Company Paid Life Insurance.
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?? DailyPay, HSA, FSA, EAP and Pet Insurance.
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?? 10 days + 2 half days company-paid holidays.
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?? Resources for wellness topics like nutrition, exercise, emotional health, and more.

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