Director, Financial Planning & Analysis

Confidential search. This role is run discreetly through our retained executive search partnerships. The hiring organization, leadership structure and interview process are shared with qualified candidates as they progress through the search.

Confidential retained search. A scaling organization is seeking a strategic Director of Financial Planning & Analysis to lead budgeting, forecasting, reporting and decision-support analytics for senior leadership and the board. This is a high-visibility finance leadership role for a candidate who can translate complex financial data into actionable commercial insight and support enterprise growth, capital allocation and operational planning. Competitive executive compensation plus performance incentives and comprehensive benefits.

What you'll do

• Lead the annual budgeting, forecasting and long-range planning processes
• Build and maintain financial models that support strategic planning, M&A, capital allocation and scenario analysis
• Partner with business unit leaders to translate operational plans into financial outcomes and resource requirements
• Deliver monthly, quarterly and ad-hoc executive reporting with clear variance analysis and risk/opportunity commentary
• Develop KPIs and dashboards that improve visibility into revenue, margins, costs and cash flow
• Support the CFO and executive team on board presentations, investor materials and external reporting
• Lead FP&A team members and establish best practices in planning, modeling and business partnering
• Drive continuous improvement in financial systems, processes and data integrity
• Collaborate with accounting, treasury, tax and legal teams on integrated financial planning
• Identify cost efficiencies and growth levers through rigorous financial analysis

What we're looking for

• 12+ years of progressive finance experience with deep expertise in FP&A and strategic planning
• Proven track record as a finance business partner to senior executives and operational leaders
• Advanced financial modeling, forecasting and scenario analysis skills
• Strong experience with ERP systems, reporting tools and Excel-based modeling
• Demonstrated ability to present complex financial insights to non-financial audiences
• Experience managing and developing high-performing finance teams
• Strategic mindset with strong commercial acumen and attention to detail
• Bachelor's degree in Finance, Accounting, Economics or related field; MBA or CPA preferred
• Experience in a retained executive search or confidential hiring environment is a plus

Nice to have

• Public company or private-equity-backed company experience
• MBA, CPA, CFA or equivalent advanced credential
• Experience with enterprise planning platforms such as Anaplan, Workday Adaptive Planning or Planful
• Track record leading finance transformation or systems implementation