SUMMARY
The Director of Financial Planning & Analysis (FP&A) is responsible for leading the FP&A function, providing financial insights, and supporting strategic decision-making. This role involves developing financial forecasts, analyzing business performance, and collaborating with cross-functional teams to drive financial planning and operational improvements.
RESPONSIBILITIES
- Lead the development of financial forecasts, budgets, and long-range financial plans.
- Conduct financial analysis to identify trends, risks, and opportunities that impact business performance.
- Collaborate with cross-functional teams to develop financial models, KPIs, and performance metrics.
- Monitor and analyze business performance against plans and budgets, providing recommendations for corrective actions.
- Support strategic decision-making through financial analysis and scenario planning.
- Oversee the development of management reports and presentations for senior leadership and the Board of Directors.
- Lead the annual budgeting process, ensuring alignment with strategic objectives and financial targets.
- Develop and maintain financial models to evaluate the financial impact of new business initiatives, investments, and strategic partnerships.
- Stay current on industry trends, economic factors, and regulatory changes that may impact financial performance.
- Manage and mentor the FP&A team, providing guidance, coaching, and professional development opportunities.
BASIC QUALIFICATIONS
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 7+ years of experience in financial planning and analysis, with at least 3 years in a leadership role.
- Strong understanding of financial modeling, forecasting, and budgeting techniques.
- Proficiency in financial planning tools, such as Adaptive Insights, Anaplan, or Hyperion.
- Excellent communication, interpersonal, and problem-solving skills.
- Proven track record of leading FP&A functions and supporting strategic decision-making.
- Experience managing and mentoring FP&A teams.
PREFERRED SKILLS
- Master's degree in Finance, Business Administration, or a related field.
- CPA, CFA, or other relevant professional certifications.
- Experience working in a global or multinational organization.
- Familiarity with enterprise resource planning (ERP) systems, such as NetSuite, SAP, or Oracle.
PHYSICAL DEMANDS AND WORKING CONDITIONS
- Primarily sedentary work with frequent use of computer, keyboard, and mouse.
- Occasional lifting or moving of computer equipment or other objects up to 25 pounds may be required.
- This role is in the office 5 days a week.
The Director of FP&A is a strategic leadership role that drives financial planning and analysis to support business growth and operational efficiency. If you possess the qualifications and experience in FP&A and leadership, we encourage you to apply for this exciting opportunity.
Skills Required
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 7+ years of experience in financial planning and analysis with at least 3 years in a leadership role
- Strong understanding of financial modeling, forecasting, and budgeting techniques
- Proficiency in financial planning tools such as Adaptive Insights, Anaplan, or Hyperion
- Excellent communication, interpersonal, and problem-solving skills
- Proven track record of leading FP&A functions and supporting strategic decision-making
- Experience managing and mentoring FP&A teams
- Master's degree in Finance, Business Administration, or related field
- CPA, CFA, or other relevant professional certifications
- Experience working in a global or multinational organization
- Familiarity with ERP systems such as NetSuite, SAP, or Oracle
What We Do
In short, we help bring life-changing innovations to more people, sooner. How we do it is a longer story. It starts with our cloud-based Product Lifecycle Excellence platform. More than 1000 of the world’s most innovative and highly regulated companies use it to improve quality and stay in compliance at every step of their product journey – from concept to commercialization. We have more than 500 employees who come to work every single day with a singular focus: to help our customers improve quality. We do it in many ways. And we can do it for you. We’ll help you build quality into your product design processes. You’ll get a streamlined system to track clinical trials, organize the data, and submit results for approval by regulatory agencies around the world. You can digitize, automate and accelerate quality processes to build a culture of quality throughout your organization. Increase visibility and ensure compliance throughout your supply chain. And help your manufacturing teams eliminate the tradeoffs between line performance and product quality. Once your product is out in the market we give you the ability to manage in-market complaints and close the quality loop. In other words, we help you make quality a priority throughout your company. And that’s important. Because when you’re trying to impact people’s lives, quality changes everything.
