Director of Financial Planning and Analysis

Position Summary

The Director of FP&A will lead the financial planning, budgeting, forecasting, and analysis functions for the organization. This role is pivotal in providing strategic insights, driving financial performance, and supporting executive decision-making. The position requires a hands-on leader who will actively manage the annual budget process and monthly forecast cycle, ensuring accuracy, timeliness, and alignment with business objectives. The ideal candidate must be extremely organized, possess strong project management skills, and excel at handling competing priorities in a fast-paced environment.

Key Responsibilities

• Own and lead the annual budgeting process across all business units.
• Drive monthly forecast updates, ensuring timely and accurate reporting.
• Partner with department heads to validate assumptions and align financial targets.
• Develop and manage long-range plans and rolling forecasts.
• Provide scenario modeling and sensitivity analysis for executive decision-making.
• Deliver monthly, quarterly, and annual financial reports with variance analysis.
• Provide actionable insights to improve profitability and operational efficiency.
• Analyze product and raw material costs, manufacturing variances, and margin trends.
• Recommend strategies to optimize cost structure and enhance EBITDA.
• Evaluate capital expenditure proposals and ROI for strategic projects.
• Support M&A analysis and integration planning when applicable.
• Lead and mentor FP&A team members, fostering a culture of accountability and continuous improvement.
• Collaborate with operations, procurement, and commercial teams to ensure financial alignment.
• Drive automation and efficiency in financial reporting and planning processes.
• Implement best practices for data integrity and analytics.

Required Education, Experience, and Qualifications:

• Bachelor’s degree in Finance, Accounting, or related field (MBA or CPA preferred).
• Minimum 10+ years of progressive finance experience, with at least 5 years in FP&A leadership roles.
• Strong background in manufacturing or oil and gas industries.
• Expertise in financial modeling, forecasting, and variance analysis.
• Strong SAP skills required, including experience with financial modules and reporting tools.
• Proficiency in ERP systems and advanced Excel; experience with BI tools preferred.
• Exceptional communication and presentation skills for executive-level reporting.
• Strong project management skills and ability to manage multiple priorities simultaneously.
• Ability to be hands-on and dive into details when necessary.
• Strategic thinker with strong analytical skills.
• Highly organized and detail oriented.
• Ability to influence and partner across all levels of the organization.
• Results-driven with a focus on continuous improvement.
• Comfortable balancing strategic leadership with hands-on execution.

Working Conditions

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift 15 pounds at times.
• Positions self to install equipment, including under desks.
• Moves throughout the building to access files.
• Must be able to comprehend and follow written and oral instructions.
• Must be able to complete tasks even with frequent interruptions.
• Must be able to use discretion and independent judgment as needed.
• Must be able to speak clearly on the phone and to fellow workers.

Benefits

• Competitive Compensation Package
• Medical + Dental + Vision Coverage
• 401K + Company Match
• Life Insurance + Long Term Disability Coverage – 100% Company Paid
• Health Savings Account (HSA)
• Gym Reimbursement Program
• Tuition Reimbursement Program
• Wellness Check Program - Insurance Premium Discounts
• EAP Resources
• Paid Holidays
• Paid Time Off (PTO)
• Employee Referral Program

This job description should not be interpreted as an exhaustive list of responsibilities or as an employment agreement between the employer and the employee. The above statements are intended to describe the general nature and level of work being performed by employees assigned to this classification and are subject to change as the needs of the employer and requirements of the job change. Any essential functions of this position will be evaluated as necessary should an employee/applicant be unable to perform the functions or requirements due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the employee/applicant when possible.

I acknowledge that I have read and understand the description of this position and have had the opportunity to ask my supervisor about any points I did not understand. I hereby state that I can perform the essential functions of this position with or without reasonable accommodation.