Position Summary The Director of Financial Planning & Analysis (FP&A) is a strategic finance leader responsible for budgeting, forecasting, financial modeling, and enterprise-wide performance reporting. This role partners closely with executive leadership to deliver insights that guide decision-making, improve financial outcomes, and support long range business planning.
Duties & Responsibilities • Lead annual budgeting, quarterly forecasting, and long range planning cycles. • Develop detailed financial models for capital allocation, scenario analysis, and business planning. • Monitor performance versus plan, analyze variances, and deliver recommendations to leadership. • Oversee monthly and quarterly management reporting, dashboards, KPIs, and executive presentations. • Reviews financial statements, reports, and models to provide financial insights that identify risks, opportunities, and operational efficiencies. • Enhance FP&A processes, reporting frameworks, and tools to strengthen financial visibility. • Develop policies and procedures to collect and analyze financial data to ensure accurate and consistent financial reporting and interpretation of financial metrics • Serve as a strategic business partner to operational leaders, supporting profitability analysis and strategic investments. • Support initiatives related to pricing, workforce planning, and cost optimization. • Evaluation and implementation of financial controls. • Collaborate with Accounting, Treasury, and other Finance functions to ensure data integrity and governance. • Encourage new approaches, including AI and BI tools to enhance forecasting, modeling, and financial insight generation. • Effectively present financial insights to cross-functional teams, ensuring buy-in from stakeholders across all organizational levels. • Piece together various financial puzzle pieces to create comprehensive growth strategies and forecast potential scenarios. • Implement and enhance FP&A systems, tools, and processes to increase efficiency and scalability • Maintain stock ownership registry Supervisory Responsibilities Manage and develop the FP&A and payroll teams, fostering a culture of accuracy, governance and continuous improvement. Provide coaching, feedback, and oversight of daily activities while ensuring alignment with organizational goals. Other Duties Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Qualifications Preferred Qualifications (in addition to minimum qualifications) Education/Experience • Public accounting experience 6+ years. • 12-15 years of progressive finance, accounting, or FP&A experience. • Construction industry experience. • Experience growing complex organizations. • Experience with ERP systems, (e.g., JD Edwards, MS Dynamics). Knowledge/Skills/Abilities • Exposure to mergers & acquisitions. • Strong experience leveraging BI tools (e.g., Power BI) to drive data-led decision-making and performance insights. • Facilitates the adoption of AI in finance to enhance productivity and optimize operational processes • Entrepreneurial spirit with the ability to balance immediate needs with long-term strategic goals. Minimum Qualifications Education/Experience • Master’s degree in Accounting (MAcc, MS Accounting, or equivalent). • Certified Public Accountant • 10+ years of progressive finance, accounting, or FP&A experience. Knowledge/Skills/Abilities • Proficient understanding of percentage-of-completion accounting • Ability to synthesize financial data and utilize business intelligence tools to uncover meaningful patterns and opportunities • Proven ability to translate complex financial data into clear insights and recommendations for non-finance audiences • Strong strategic thinking skills to develop and implement financial strategies that align with the overall business objectives • Strong analytical, problem solving, and communication skills • Advanced Excel and financial modeling capabilities • Ability to consolidate financials across multiple entities • Excellent communication, leadership, and influencing skills • Ability to influence senior stakeholders • Ability to question the status quo • Develop KPI and Dashboard creation Customer Service Skills: • Consistently delivers outstanding service to both internal and external customers • Takes initiative and ownership in resolving customer concerns or connecting them with the appropriate resource • Actively listens, asks thoughtful clarifying questions, and confirms understanding with customers • Committed to following up with customers in a timely manner • Maintains a high level of accountability – ensures that you will do what you say that you are going to do • Builds positive personal connections through warm, friendly, and respectful interactions • Maintains a positive and professional attitude
