Department: Finance and Accounting
Position Title: Director of Financial Planning & Analysis
FLSA: Exempt, Full-time
Reports to: Chief Financial Officer
Position Summary
The Director of Financial Planning & Analysis is a results-oriented position that leads enterprise-wide financial planning, operational analysis, and performance management for a fast-paced manufacturing organization. This role serves as a strategic business partner to executive leadership, driving profitability, operational efficiency, forecasting accuracy, and data-driven decision-making across the company.
In this role the Director of FP & A combines deep manufacturing finance expertise with advanced analytical and business intelligence capabilities, including expert-level proficiency in Power BI and Excel. This leader will transform financial and operational data into actionable insights that improve margins, optimize working capital, and support scalable growth.
Key Outcomes & Responsibilities
Deliver Accurate, Actionable Financial Forecasting
Success Looks Like:
- Monthly forecasts consistently achieve high accuracy against actual results.
- Leadership receives timely, data-driven insights to support strategic decisions.
- Variance drivers are identified early with corrective action plans implemented.
Responsibilities:
- Lead annual budgeting, monthly forecasting, and long-range planning processes.
- Develop rolling forecasts for revenue, labor, manufacturing costs, inventory, and cash flow.
- Analyze actual vs. forecast performance and communicate operational and financial drivers.
- Partner with plant operations, supply chain, procurement, and sales leadership to improve forecast reliability.
Improve Manufacturing Profitability & Operational Performance
Success Looks Like:
- Gross margin improvement initiatives are measurable and sustainable.
- Manufacturing KPIs are visible, accurate, and actionable.
- Leadership gains visibility into cost drivers, labor efficiency, scrap, and inventory performance.
Responsibilities:
- Drive plant-level financial analysis including labor utilization, absorption, overhead allocation, scrap, yield, and production efficiency.
- Build and maintain operational KPI dashboards for manufacturing leadership.
- Analyze pricing, product profitability, customer profitability, and cost trends.
- Support capital investment analysis, ROI modeling, and scenario planning.
Build World-Class Financial Reporting & Business Intelligence
Success Looks Like:
- Executives and operational leaders rely on standardized dashboards and automated reporting.
- Manual spreadsheet reporting is significantly reduced through automation and visualization tools.
- Data integrity and consistency improve across reporting environments.
Responsibilities:
- Design, develop, and maintain enterprise FP&A dashboards and reporting tools using Power BI.
- Create scalable reporting models integrating ERP, manufacturing, and financial systems.
- Automate recurring reporting processes and improve reporting cycle efficiency.
- Ensure consistency and governance of financial and operational reporting metrics.
Strengthen Strategic Decision Support
Success Looks Like:
- Executive leadership receives forward-looking insights rather than historical reporting alone.
- Financial models support major business decisions with clear risk/reward analysis.
- Cross-functional leaders use analytics to improve operational outcomes.
Responsibilities:
- Provide strategic financial analysis for growth initiatives, acquisitions, pricing, capital projects, and operational improvements.
- Develop scenario models and sensitivity analyses for key business decisions.
- Present executive-level recommendations supported by financial and operational data.
- Serve as a trusted advisor to senior leadership and operational teams.
Develop High-Performing FP&A Capabilities
Success Looks Like:
- FP&A processes become more scalable, efficient, and analytical.
- Team members improve analytical and technical capabilities.
- Finance evolves into a proactive strategic partner to the business.
Responsibilities:
- Lead and mentor FP&A team members while establishing accountability and development plans.
- Improve planning processes, financial models, and reporting methodologies.
- Promote a culture of analytical rigor, continuous improvement, and operational partnership.
- Establish best practices for financial modeling, reporting automation, and dashboard development.
Required Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or related field.
- 10+ years of progressive FP&A or corporate finance experience, preferably within manufacturing environments.
- 5+ years of leadership experience managing FP&A teams or finance functions.
- Deep understanding of manufacturing operations, cost accounting, inventory, labor analysis, and operational KPIs.
- Demonstrated success partnering with operations and executive leadership teams.
Technical Expertise Requirements
Power BI (Expert Level Required)
Candidates must demonstrate expert-level capability in:
- Building complex, executive-level Power BI dashboards and data visualizations.
- Developing scalable data models and DAX calculations.
- Integrating ERP, manufacturing, and financial data sources.
- Automating reporting workflows and delivering self-service analytics.
- Translating large datasets into actionable operational and financial insights.
Excel (Expert Level Required)
Candidates must demonstrate expert-level capability in:
- Advanced financial modeling and forecasting.
- Complex formulas, nested logic, pivot tables, Power Query, and data transformation.
- Scenario modeling and sensitivity analysis.
- Building automated management reporting packages.
- Handling large datasets efficiently with high accuracy.
Preferred Qualifications
- MBA and/or CPA preferred.
- Experience with ERP systems in manufacturing environments (such as SAP, Oracle, NetSuite, Epicor, or similar).
- Experience leading BI or finance transformation initiatives.
- Familiarity with SQL, data warehousing, and advanced analytics tools.
Physical Demands, Working Conditions and Occupational Exposure
While performing the duties of this job, the employee:
- Will frequently sit at a desk, stand and walk for prolonged periods on concrete
- Must have the ability to lift up to 20 lbs.
- Must be able to wear appropriate PPE while in plant
- Operates and handles a computer, equipment and tools using hands and fingers frequently to complete tasks
- Will use specific vision abilities required by this job which include close vision and ability to adjust focus.
- Minimal exposure to extreme heat, dust/fumes, cold outdoor and indoor conditions
EOE