Director of Financial Planning & Analysis

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