Director, Financial Planning & Analysis
$175,000–$220,000 year
On-siteMoonachie, New Jersey, United States
Job Summary
Lead the Annual Operating Plan, quarterly and rolling forecasts, and long-range strategic planning processes while developing revenue, EBITDA, and cash flow models. Prepare monthly financial reporting, variance analyses, and performance reviews for executive leadership, plus prepare Board of Directors and Private Equity ownership presentations. Oversee the Business Intelligence function by managing executive dashboards, KPI scorecards, and automated reporting, partnering with IT to strengthen data governance and analytics capabilities. Partner cross-functionally with Sales, Marketing, Operations, Manufacturing, Product Management, and Human Resources to evaluate customer profitability, pricing strategies, and growth opportunities. Manage enterprise cash flow forecasting, liquidity planning, and working capital analysis to support capital allocation decisions. Lead the FP&A and Business Intelligence teams while driving continuous improvement, reporting automation, and the adoption of AI and advanced analytics tools.
Required Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field
- 10+ years of progressive experience in FP&A, Corporate Finance, Strategic Finance, Commercial Finance, or a related discipline
- 5+ years of leadership experience managing FP&A, Business Intelligence, or enterprise financial planning teams
- Experience leading enterprise budgeting, forecasting, long-range planning, financial modeling, and scenario analysis
- Experience preparing executive-level financial reporting, including cash flow, liquidity, lender, and covenant reporting
- Experience partnering with executive leadership to support strategic planning, financing, and business decisions
- Experience leading finance transformation, reporting automation, and Business Intelligence initiatives
- Strong financial modeling, budgeting, forecasting, cash flow analysis, and strategic planning skills
- Advanced proficiency in Microsoft Excel and experience developing executive-level presentations in PowerPoint
- Experience with ERP systems, Business Intelligence platforms, and KPI/dashboard development
- Working knowledge of Tableau, Power BI, SQL, or comparable data analytics and reporting tools
- Strong executive presence with the ability to translate complex financial data into clear business recommendations
- Ability to partner with and influence senior leadership through data-driven analysis and sound business judgment
- Strong leadership skills with experience developing teams and driving accountability
- Ability to balance detailed financial analysis with an enterprise-wide strategic perspective
- Results-oriented and comfortable operating in a fast-paced, growth-focused environment
Desired Qualifications
- Experience in manufacturing, printing, eCommerce, distribution, logistics, or a Private Equity-backed environment
- MBA, CPA, CMA, or similar advanced financial designation
- Experience with financial automation, AI, and analytics tools such as Alteryx, Snowflake, Microsoft Copilot, or ChatGPT Enterprise
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