Director, Financial Planning & Analysis (Finance)

Job Description
Description:
The primary responsibility of this role is to support Operations and Executive Management with financial planning, analysis, and reporting, including budgeting, forecasting, and strategic modeling. The FP&A Manager prepares the monthly financial reporting package for the Executive Team, detailing business results, identifying trends, and highlighting key risks and opportunities.

The role supports the development and enhancement of financial and data analysis models, including customer-level profitability reporting, and tracks key performance indicators to guide operational and strategic decision-making. This position also drives improvements in forecasting accuracy, reporting efficiency, and financial visibility across the organization. consolidate submissions and present financial results to senior leadership. Own development and distribution of monthly and quarterly financial reporting packages, including variance analysis, performance KPIs, and executive summaries.

Maintain and enhance financial planning models used for cash flow, revenue, margin, and cost analysis. Build financial models to support capital projects, pricing proposals, customer profitability analysis, and cost-savings initiatives. Support covenant reporting, treasury modeling, and cash flow analysis for banking and financing requirements. Establish standards for data integrity, reporting cadence, analytic methodology, and dashboard design. Implement best practices to improve reporting automation, forecast accuracy, and financial visibility.

Serve as a strategic partner to Operations leadership, providing visibility into labor trends, facility profitability, customer-level performance, and operating efficiency. Collaborate with Accounting, HR, Operations, and other departments to align actuals, forecasts, and operational metrics. Lead or support cross-functional projects, including labor optimization, ROI studies, revenue and margin analysis, or bonus/commission modeling. Translate complex financial data into executive-ready presentations for senior leadership and Board audiences.

Lead and manage a team of analysts responsible for reporting, forecasting, and financial modeling. Drive performance management for the team, including setting expectations, aligning goals, and providing coaching and feedback to support growth and accountability.

Work Environment and Safety Equipment Required

Advanced proficiency in Microsoft Office Suite with expert-level Excel skills, including VBA, PivotTables, and data automation. Working knowledge of SQL and experience with large data sets and data visualization tools. Strong understanding of Generally Accepted Accounting Principles (GAAP) and financial statements. Independent thinker with the ability to translate data into actionable business insights. Ability to work effectively with a wide range of personnel across operations, accounting, and executive leadership.

Demonstrated leadership ability with experience supervising, coaching, and developing high-performing financial talent. Proven ability to build team capability through delegation, feedback, and performance management. Ability to influence senior leadership and present complex financial insights in a clear, business-focused manner.

Education, Experiences,
Certificates/Licenses and/or Registrations:
~ Bachelor’s degree in Finance, Accounting, Economics, or related field required; MBA or CPA preferred.
~ 5–7+ years of progressive experience in financial analysis, forecasting, and business performance reporting.
~ Prior leadership experience (direct supervisory responsibility or project-based team leadership).
~ Work Environment and Safety Equipment Required:
The associate must be able to lift, push, pull or move up to fifty (50) pounds or more with assistance.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The Company reserves the right to add, modify, change or rescind the work assignments in accordance with business needs, and to make reasonable accommodations so that qualified associates can perform the essential functions of the job.