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About The Position
The Director of FP&A serves as a key partner to the CFO, acting as both the leader of financial planning & analysis and a strategic advisor across the business. This role combines rigorous financial leadership with driving strategic initiatives, aligning cross-functional priorities, and ensuring execution against the company’s financial and operational goals.
This individual will play a critical role in translating strategy into actionable financial plans and enhancing decision-making across the organization.
Requirements
- 8–12+ years in finance, FP&A, investment banking, consulting, or similar.
- Experience leading planning processes in a multi-department organization.
- Strong exposure to executive-level decision-making.
- Experience partnering with senior operational leaders.
- Strong financial modeling and analytical skills.
- Exceptional business acumen—understands how operations drive financials.
- Ability to influence without direct authority.
- Clear, concise communicator (especially with executives).
- High ownership and proactive mindset.
- Ability to simplify complexity into actionable insights.
- Low ego, high accountability.
- Naturally curious and forward-looking.
- Comfortable operating in ambiguity.
- Able to push back constructively.
- Highly organized and execution-focused.
Responsibilities
- Own the company-wide budgeting, forecasting, and long-range planning processes.
- Translate strategic initiatives into financial impact and measurable targets.
- Develop scenario modeling and sensitivity analyses.
- Ensure alignment between operational KPIs and financial outcomes.
- Lead cash flow forecasting and reporting, ensuring visibility into liquidity and operational cash drivers.
- Support debt management activities, including monitoring covenants, modeling financing scenarios, and assisting with lender communications.
- Act as a trusted advisor and extension of the CFO.
- Prepare and synthesize materials for executive decision-making.
- Lead special projects and strategic initiatives on behalf of the CFO.
- Anticipate issues and proactively bring solutions.
- Assist in insurance and risk management activities, including analysis of coverage, claims trends, and cost optimization strategies.
- Assist with income tax planning and coordination, including working with internal teams and external advisors to ensure alignment with financial strategy.
- Partner with VPs and department leaders to drive financial performance.
- Challenge assumptions and improve decision-making rigor.
- Establish accountability around financial targets and initiatives.
- Serve as the financial “voice of reason” in cross-functional discussions.
- Lead development of actionable reporting (not just data).
- Enhance dashboards and KPI frameworks in partnership with BI.
- Provide forward-looking insights, not just historical analysis.
- Identify risks and opportunities early.
- Improve budgeting and forecasting processes (speed, accuracy, ownership).
- Help define and document key assumptions tied to financial plans.
- Drive consistency in how performance is measured across the business.
- Partner with IT and BI to improve data quality and accessibility.
