Director Of Financial Planning And Analysis

Director of Financial Planning and Analysis Overview

• The Director of Financial Planning and Analysis will lead budgeting, forecasting, and financial modeling efforts for the client.
• Collaborate with the CFO and executive team to provide strategic financial insights and reporting.
• Drive modernization of financial planning processes using advanced tools and AI technologies.
• Develop and maintain KPIs and dashboards to track business performance metrics.
• Partner with cross-functional teams to align financial strategies with organizational goals.
• Provide ad hoc analysis for strategic initiatives, including M&A and new business opportunities.
• Lead a lean finance team, fostering development and excellence in FP&A practices.
• Ensure compliance with financial regulations and standards while optimizing reporting accuracy.

Director of Financial Planning and Analysis Key Responsibilities & Duties

• Lead the annual budget, monthly reforecasts, and long-range planning processes.
• Prepare and present financial reports to executives, investors, and the Board of Directors.
• Develop and maintain short- and long-term cash flow forecasts for liquidity planning.
• Collaborate with Sales on revenue forecasts, pipeline analysis, and commission modeling.
• Implement and optimize FP&A platforms and integrate data from various sources.
• Enhance financial planning processes through automation and AI tools.
• Conduct variance analysis and provide actionable insights to improve financial outcomes.
• Manage and develop FP&A team members, ensuring alignment with organizational goals.

Director of Financial Planning and Analysis Job Requirements

• Bachelor’s degree in Business, Finance, Accounting, or related field; MBA or MS preferred.
• 8+ years of progressive FP&A experience; 10+ years preferred for Senior Director level.
• Expertise in financial modeling, Excel, and financial statement analysis.
• Proficiency with ERP systems and FP&A platforms; implementation experience preferred.
• Experience in media, advertising, or marketing services; private equity experience is a plus.
• Strong communication and presentation skills for executive and Board-level reporting.
• Ability to lead projects and manage deadlines in a fast-paced environment.
• Passion for culture, community, and purpose-driven initiatives.