Director Financial Planning & Analysis

Overview

Oversees and leads interdepartmental planning and forecasting processes related to budgets and financial schedules. Provides actionable business analysis, develops business plans, and delivers detailed variance analysis to all levels of management to drive performance and maximize business results. Applies financial planning and analysis best practices to forecasting, strategic planning, and general business and financial analysis in a multi-division, high-growth environment. Drives organizational effectiveness through data-driven insights, disciplined financial management, and continuous improvement in planning and decision-making processes.

Responsibilities

The list of essential functions, as outlined herein, is intended to be representative of the duties and responsibilities performed within this classification. It is not necessarily descriptive of any one position in the class. The omission of an essential function does not preclude management from assigning duties not listed herein if such functions are a logical assignment to the position.

• Leads budgeting, forecasting, long-term planning, implementation, and strategic financial analysis for department level review
• Conducts financial analysis, modeling, forecasting, and reporting to ensure effective financial operations and decision support
• Reviews financial results and develops actionable recommendations for cost optimization, revenue growth, and strategic decision-making
• Provides strategic thought leadership to enhance processes, improve efficiency, and support evaluation of new business initiatives
• Partners with departmental leaders to develop, forecast, and present financial plans, KPIs, and performance insights for executive review
• Develops financial dashboards and reporting tools to deliver timely insights into business performance
• Manages the annual planning cycle, including budget development and forecasting processes at the department level
• Develops and distributes monthly and quarterly financial reports and variance analyses versus budget, forecast, and prior periods
• Develops and maintains financial policies and procedures to support governance and consistency
• Reviews and approves customer and partner contracts, ensuring financial alignment and risk consideration
• Develops pricing scenarios and credit models to support business decisions
• Mentors and develops team members to strengthen performance and capabilities
• Analyzes business performance data and provides recommendations to improve revenue growth and resource allocation
• Develops key metrics for executive and on-demand reporting

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty and responsibility satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  

EDUCATION AND/OR EXPERIENCE:

Bachelor’s degree in Accounting, Finance, or a related field from an accredited college or university and eight (8) years of experience in financial planning and analysis, preferably within manufacturing or pharmaceutical industries, including at least three (3) years of supervisory or management experience; or an equivalent combination of education, training, and experience. MBA preferred.

CERTIFICATES, LICENSES, REGISTRATIONS AND DESIGNATIONS:

None

KNOWLEDGE, SKILLS AND ABILITIES:

• Ability to prepare, review, and analyze financial statements and management reports in accordance with US GAAP
• Knowledge of financial modeling, forecasting, and financial analysis principles
• Skill in Microsoft Office Suite with advanced proficiency in Excel; experience with PowerPoint and related business tools
• Skill in accounting systems and ERP platforms, including Sage or other mid- to large-scale systems
• Skill in business intelligence and analytics tools such as Tableau or Power BI
• Ability to communicate effectively verbally and in writing, including development and delivery of presentations to senior and C-level executives
• Ability to apply strong problem-solving skills and develop data-driven recommendations
• Ability to manage confidential information with discretion and professionalism
• Ability to prioritize work, manage multiple responsibilities, and perform effectively in a fast-paced environment
• Ability to work independently as a self-motivated and self-directed professional
• Ability to establish and maintain effective and collaborative working relationships with internal and external stakeholders
• Ability to lead, delegate, manage, and supervise work effectively

PHYSICAL REQUIREMENTS:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  

Functions involve the ability to exert light physical effort in sedentary to light work, which may involve some lifting, carrying, pushing and/or pulling of objects and materials of light weight (up to 20 pounds).  

ENVIRONMENTAL REQUIREMENTS:

The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this job.  

Functions are regularly performed inside without potential for exposure to adverse conditions, such as inclement weather, atmospheric elements and pathogenic substances.  The noise level in the work environment is usually moderate.