Director, Financial Planning & Analysis
$141,700–$247,700 year
HybridNew York City, New York, United States or Minneapolis, Minnesota, United States
Job Summary
Lead FP&A planning, forecasting, reporting, and analysis for assigned areas or enterprise processes. Direct annual budget, recurring forecast, long-range planning, and performance management activities. Communicate financial results, trends, risks, and recommendations clearly to senior leadership. Partner with senior leaders to evaluate financial performance, strategic priorities, investment decisions, risks, and opportunities. Oversee preparation of management reporting, operating reviews, executive presentations, and Board-related materials as needed. Lead full financial statement forecasting, including P&L, balance sheet, cash flow, covenant analysis, and key operating metrics as applicable. Establish planning calendars, forecast governance, reporting standards, and review processes that drive accountability and consistency. Guide managers and analysts to ensure high-quality budgeting, forecasting, analysis, reporting, and business communication. Review complex financial models, scenario analyses, and business cases to support leadership decisions. Identify and sponsor process improvements, workflow enhancements, reporting automation, and financial systems improvements. Partner with Finance and cross-functional teams to improve forecast accuracy, data integrity, planning discipline, and financial insight. Develop FP&A talent, strengthen team capabilities, and promote consistent analytical standards.
Required Qualifications
- Bachelor's degree in finance, Accounting, Economics, or related field
- 10+ years of progressive Finance, FP&A, or related experience
- Team lead or supervisory experience
- Experience leading FP&A teams, processes, or major planning/reporting deliverables
- Strong experience with budgeting, forecasting, long-range planning, financial reporting, and executive-level analysis
- Strong financial acumen, including GAAP knowledge, internal controls, revenue recognition, and full financial statement modeling
- Experience operating in a controls-oriented or regulated environment
Desired Qualifications
- MBA, CPA, CFA, or similar advanced credential
- Experience with financial systems, planning tools, reporting platforms, and process improvement
- Strong leadership, business partnership, and stakeholder management skills
- Ability to influence senior leaders and translate financial analysis into business recommendations
- Strong analytical capability with experience interpreting large and complex data sets
- Excellent written and verbal communication skills, including executive presentation and financial storytelling
- Strong judgment, prioritization, and ability to manage multiple strategic and operational priorities
- Ability to lead change, improve processes, and scale FP&A capabilities
- Strong technical aptitude, business acumen, and continuous improvement mindset
- Experience in a controls-oriented or regulated environment
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