Director Of Financial Planning And Analysis

Overview

• Lead financial planning and analysis for a multi-entity organization, ensuring clarity and integrity in strategic decision-making processes.
• Collaborate with executive leadership to deliver actionable financial insights and strengthen decision support frameworks.
• Oversee annual budget development, rolling forecasts, and long-range financial planning across diverse organizational entities.
• Develop advanced financial models and dashboards to enhance visibility and accountability.
• Support compliance with federal, state, and regulatory financial reporting requirements.
• Partner with Human Resources for workforce planning and organizational cost modeling.
• Identify and implement finance-related technology tools to improve scalability and reporting efficiency.
• Provide leadership to finance teams and execute cross-functional initiatives for organizational priorities.

Key Responsibilities & Duties

• Lead monthly financial reporting, including variance analysis and executive-level reviews.
• Design and execute strategic financial models and scenario analyses for decision-making support.
• Develop consolidated reporting frameworks across multi-business structures ensuring transparency.
• Optimize financial analytics platforms and build management dashboards for improved operational metrics.
• Support evaluation of equity partnerships and strategic investment opportunities.
• Prepare executive-level financial materials including budgets, forecasts, and strategic presentations.
• Ensure compliance with financial reporting requirements and partnership agreements.
• Lead insurance, risk management, and policy renewal processes with external advisors.

Job Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA or CPA preferred.
• Minimum of 8 years of progressive experience in financial planning, analysis, and strategy.
• Proficiency with ERP systems, FP&A platforms, and advanced Microsoft Excel skills.
• Demonstrated ability to design financial models and translate data into actionable insights.
• Experience in multi-entity environments and consolidated reporting frameworks.
• Strong leadership skills with experience mentoring and developing high-performing teams.
• Ability to thrive in fast-paced environments with evolving priorities.
• Expertise in compliance, audit support, and financial reporting requirements.