Sr. Director of FP&A

Overview

The Sr. Director of Financial Planning & Analysis (FP&A) leads the organization’s financial planning, forecasting, reporting, and strategic analysis functions. This role serves as a key business partner to executive leadership, providing financial insights and data-driven recommendations that support strategic decision-making, operational performance, and long-term growth. The Sr. Director of FP&A oversees budgeting and forecasting processes, develops financial models and management reporting, and drives continuous improvement through automation, analytics, and scalable reporting solutions. This position also plays a critical role in enhancing financial systems, improving operational efficiency, and leading a high-performing team.

Responsibilities

Reporting & Analysis

• Producing monthly/quarterly management reporting packages (P&L, variance analysis, KPIs)
• Analyzing actuals vs. budget/forecast and explaining key drivers of variance
• Translating financial data into actionable insights for leadership

Financial Planning & Budgeting

• Supporting the annual budgeting and forecasting process across the organization
• Coordinating with department heads to develop bottom-up and top-down budgets

Business Partnering

• Serving as a strategic finance partner to the CEO, President, CFO, and other executives
• Supporting business units with financial decision-making and trade-off analysis
• Evaluating new initiatives, investments, or cost-saving opportunities

Strategic Support

• Conducting profitability analyses for fixed assets, acquisitions, and other strategic investments.
• Assessing software and system acquisition opportunities, including development of finance requirements, business cases, and implementation impact analyses.
• Preparing and delivering financial presentations for Board, Executive Leadership, and Company Town Hall meetings.
• Producing specialized financial reporting, including profit-sharing analyses and other executive decision-support reporting.

Team & Process Leadership

• Documenting, maintaining, and continuously improving accounting and financial planning processes, policies, and procedures.
• Partnering with Accounting to maintain current accounting policy and procedure manuals and ensure alignment between financial reporting and FP&A processes.
• Establishing and enforcing data governance standards, validation procedures, and accounting definitions across financial systems.

Automation & Process Improvement

• Identifying and eliminating manual, repetitive financial workflows by implementing automation tools (e.g., Power BI, Alteryx, Python scripts, or RPA solutions)
• Streamlining the close and reporting cycle to reduce time-to-insight for leadership
• Building scalable, self-service reporting dashboards so business partners can access real-time financial data without relying on the FP&A team
• Standardizing data definitions, hierarchies, and reporting structures across systems to ensure a single source of truth
• Continuously benchmarking FP&A processes against best practices and driving a culture of operational efficiency within the finance function

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or Business Administration; MBA or advanced degree in finance preferred
• CPA/CMA preferred; FP&A certification a plus
• 10+ years of progressive experience in financial reporting.
• Demonstrated ability to manage complex projects and reporting cycles under tight deadlines.
• Ability to apply critical thinking skills to comprehensively review data and reports ensuring that financial reporting is accurate.
• Exceptional communication skills, both written and verbal.
• Advanced proficiency with ERP systems and financial reporting tools.
• Demonstrated leadership of a team including remote and local team members.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is occasionally exposed to moving mechanical parts; fumes or airborne particles; toxic or caustic chemicals and risk of electrical shock when in the operations or laboratory areas. The noise level in the work environment is usually moderate, but due to open office environment noise level may occasionally be high.

Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.