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Director, Financial Planning & Analysis

The Director of Financial Planning & Analysis will lead financial planning, forecasting, management reporting, and business performance analysis for a growing, complex organization. Reporting directly to the CFO, this individual will serve as a strategic finance partner to executive and operational leadership, providing financial insights that support profitability, working capital management, capital allocation, and strategic decision-making.

This is a highly visible, hands-on leadership role responsible for strengthening the FP&A function, improving financial visibility, and developing scalable forecasting and reporting processes. The ideal candidate brings strong financial modeling capabilities, operational finance experience, and the ability to navigate a multi-entity environment while partnering closely with senior leadership and private equity stakeholders.

Responsibilities

Financial Planning, Forecasting & Liquidity

• Lead annual budgeting, rolling forecasts, and long-range financial planning across the organization.
• Own and maintain integrated three-statement financial models, including income statement, balance sheet, and cash flow forecasting.
• Develop cash flow forecasts, working capital projections, and liquidity analyses to support financial planning and decision-making.
• Partner with Treasury and Accounting to align financial forecasts with short-term cash flow projections, including the 13-week cash forecast.
• Develop scenario and sensitivity analyses to evaluate financial performance, liquidity requirements, and strategic initiatives.
• Analyze working capital drivers, including inventory, accounts receivable, accounts payable, and capital expenditures.
• Improve forecasting accuracy, financial models, and planning processes across business units.

Financial Reporting & Performance Management

• Lead monthly and quarterly financial reporting for executive leadership, the Board of Directors, private equity sponsors, and lenders.
• Support lender reporting, financial covenant calculations, and related financial analysis.
• Consolidate financial results, budgets, and forecasts across multiple entities, business units, and financial systems.
• Analyze actual performance against budget, forecast, and prior-year results, identifying key trends, risks, and opportunities.
• Develop and monitor financial and operational KPIs, including revenue, gross margin, EBITDA, working capital, and cash flow.
• Partner with Accounting to ensure consistency and accuracy across financial reporting and management reporting.
• Present financial results and actionable recommendations to executive leadership and key stakeholders.

Operational Finance & Strategic Business Partnership

• Partner with Operations, Sales, Manufacturing, Supply Chain, and other functional leaders to evaluate financial performance and improve profitability.
• Analyze revenue, gross margin, and profitability across business units, customers, products, and operating locations.
• Evaluate pricing, product costs, inventory, purchasing trends, and other key drivers of financial performance.
• Develop financial analyses related to inventory productivity, working capital efficiency, and operational improvements.
• Quantify and track the financial impact of cost savings, pricing initiatives, and other strategic programs.
• Build financial models and business cases to evaluate capital investments, growth opportunities, and strategic initiatives.
• Support acquisitions, integrations, and other corporate development activities as needed.
• Translate financial and operational data into meaningful insights that support business decisions.

Financial Systems & Process Improvement

• Lead improvements to financial planning, reporting, and analytical tools to enhance efficiency and accuracy.
• Standardize financial models, forecasting methodologies, reporting templates, and performance metrics across the organization.
• Partner with Accounting, IT, and Operations to improve financial data integrity and reporting consistency.
• Identify opportunities to automate reporting, streamline processes, and reduce manual activities.
• Support ERP, FP&A, and business intelligence system enhancements and implementations.
• Develop scalable financial reporting and analytical capabilities to support continued growth.

Leadership & Team Development

• Lead, mentor, and develop the FP&A team while remaining actively involved in financial modeling and analysis.
• Establish clear priorities, accountability, and performance expectations within the FP&A function.
• Partner closely with the CFO, Controller, Treasury, and other finance leaders to align financial priorities and reporting.
• Build strong cross-functional relationships and influence financial and operational decision-making.
• Drive continuous improvement across financial planning, reporting, and analytical processes.

Qualifications & Experience

• Bachelor's degree in Finance, Accounting, Economics, or a related field required; MBA, CPA, or CFA preferred.
• 10+ years of progressive FP&A or corporate finance experience, including senior-level leadership responsibilities.
• Strong experience with budgeting, forecasting, financial modeling, management reporting, and operational finance.
• Demonstrated experience building and maintaining integrated three-statement financial models, including cash flow and working capital forecasting.
• Experience managing financial planning and reporting within a complex, multi-entity organization.
• Strong understanding of financial statements, cash flow, working capital management, and financial performance drivers.
• Experience partnering with executive leadership and presenting financial results and recommendations to senior stakeholders.
• Prior experience leading and developing FP&A professionals.
• Experience within a private equity-backed organization, including board, sponsor, or lender reporting, strongly preferred.
• Experience within manufacturing, distribution, industrial, or other inventory-intensive businesses preferred.
• Strong understanding of gross margin analysis, inventory management, product costing, and working capital optimization.
• Advanced Excel and financial modeling skills, with experience working across multiple ERP and reporting systems.
• Experience with FP&A platforms, Power BI, or other business intelligence and financial reporting tools preferred.
• Experience supporting acquisitions, integrations, financial transformation, or process improvement initiatives preferred.
• Strong analytical, problem-solving, and communication skills with the ability to translate complex financial information into actionable insights.
• Hands-on leadership style with the ability to manage competing priorities and operate effectively in a fast-paced, evolving environment.