Director, Financial Planning & Analysis
National Oak Distributors, Inc., West Palm Beach, Florida, United States, 33412
Overview
West Palm Beach Office location: 6529 Southern Blvd, West Palm Beach, FL 33413, USA.
National Oak Distributors (NOD) has merged with Integrated Supply Network (ISN) combining the leader in automotive paint, body and equipment wholesale distribution with the leader in automotive tools and equipment distribution. This is a significant step forward in our vision to expand geographic reach, and to deliver value added services and solutions to both suppliers and customers. Our priority remains unchanged – to continue to deliver exceptional service and value to our suppliers and customers in a thriving and collaborative workplace for the industry’s top talent.
Position Overview
The head of Financial Planning & Analysis is the enterprise strategic finance leader for a $1B multi-entity wholesale distribution organization. Reporting directly to the VP of Finance, this role serves as a key strategic partner in shaping financial direction, capital allocation decisions, performance improvement initiatives, and long-term value creation.
This individual operates as the analytical and strategic right hand to the VP of Finance and collaborates closely with the CEO, executive leadership team, divisional presidents, and minority private equity stakeholders.
This role is responsible for translating operational complexity into clear financial insight, driving disciplined decision-making across the enterprise, and ensuring financial strategy aligns with business execution.
This is a high-impact strategic leadership role — not a reporting-only function.
Strategic Partnership & Enterprise Leadership
Serve as primary strategic thought partner to the VP of Finance
Provide financial insight to support executive decision-making across all divisions
Participate in executive discussions regarding growth strategy, capital deployment, pricing governance, and operational investments
Help shape enterprise financial strategy and long-term planning framework
Support executive team with forward-looking analysis and scenario modeling
Bring structured financial discipline to strategic initiatives
Enterprise Planning & Long-Range Strategy
Lead consolidated annual budgeting and rolling forecast processes across all entities
Develop 3–5 year strategic financial plans aligned with growth objectives
Build scenario models to evaluate expansion opportunities, acquisitions, and operational investments
Drive financial rigor in capital allocation decisions
Institutionalize forecast accountability and improve enterprise visibility
Post-Merger Integration & Enterprise Alignment
Lead financial integration initiatives across legacy entities
Standardize KPIs and performance measurement frameworks
Drive synergy identification, validation, and realization tracking
Align financial reporting structures and harmonize analytics across divisions
Partner with IT and operations to improve data governance and reporting consistency
Operational & Distribution Analytics
Lead enterprise gross margin and profitability analysis by:
Product line
Division
Channel
Other
Partner with Sales leadership on pricing strategy and customer profitability models
Support working capital optimization initiatives (inventory turns, DSO, DPO)
Evaluate cost-to-serve economics across freight, warehousing, and fulfillment
Executive & Investor Support
Develop board-ready financial materials and performance narratives
Support minority PE reporting and value creation initiatives
Build EBITDA bridge analysis and cash flow forecasts
Provide clear, concise financial storytelling to executive stakeholders
Build and lead a high-performing enterprise FP&A team
Elevate analytical rigor and business partnership capability
Develop scalable reporting frameworks to support continued growth
Mentor and develop future finance leaders
Qualifications
Bachelor’s degree in Finance or Accounting (CPA or MBA preferred)
12+ years of progressive finance experience
Significant experience in wholesale distribution or complex, inventory-heavy environments
Experience operating in post-merger or multi-entity environments
Demonstrated ability to partner with executive leadership
Strong strategic thinking and enterprise-level financial modeling capability
Executive presence and ability to influence cross-functional leaders
Key Success Metrics (First 12–24 Months)
Established as trusted strategic partner to VP of Finance and executive team
Unified enterprise reporting and KPI framework implemented
Measurable improvement in forecast accuracy and planning discipline
Clear synergy realization tracking with executive visibility
Identified and executed margin and working capital improvement initiatives
Strengthened financial decision-making culture across divisions
Legal & Equal Opportunity Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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National Oak Distributors (NOD) has merged with Integrated Supply Network (ISN) combining the leader in automotive paint, body and equipment wholesale distribution with the leader in automotive tools and equipment distribution. This is a significant step forward in our vision to expand geographic reach, and to deliver value added services and solutions to both suppliers and customers. Our priority remains unchanged – to continue to deliver exceptional service and value to our suppliers and customers in a thriving and collaborative workplace for the industry’s top talent.
Position Overview
The head of Financial Planning & Analysis is the enterprise strategic finance leader for a $1B multi-entity wholesale distribution organization. Reporting directly to the VP of Finance, this role serves as a key strategic partner in shaping financial direction, capital allocation decisions, performance improvement initiatives, and long-term value creation.
This individual operates as the analytical and strategic right hand to the VP of Finance and collaborates closely with the CEO, executive leadership team, divisional presidents, and minority private equity stakeholders.
This role is responsible for translating operational complexity into clear financial insight, driving disciplined decision-making across the enterprise, and ensuring financial strategy aligns with business execution.
This is a high-impact strategic leadership role — not a reporting-only function.
Strategic Partnership & Enterprise Leadership
Serve as primary strategic thought partner to the VP of Finance
Provide financial insight to support executive decision-making across all divisions
Participate in executive discussions regarding growth strategy, capital deployment, pricing governance, and operational investments
Help shape enterprise financial strategy and long-term planning framework
Support executive team with forward-looking analysis and scenario modeling
Bring structured financial discipline to strategic initiatives
Enterprise Planning & Long-Range Strategy
Lead consolidated annual budgeting and rolling forecast processes across all entities
Develop 3–5 year strategic financial plans aligned with growth objectives
Build scenario models to evaluate expansion opportunities, acquisitions, and operational investments
Drive financial rigor in capital allocation decisions
Institutionalize forecast accountability and improve enterprise visibility
Post-Merger Integration & Enterprise Alignment
Lead financial integration initiatives across legacy entities
Standardize KPIs and performance measurement frameworks
Drive synergy identification, validation, and realization tracking
Align financial reporting structures and harmonize analytics across divisions
Partner with IT and operations to improve data governance and reporting consistency
Operational & Distribution Analytics
Lead enterprise gross margin and profitability analysis by:
Product line
Division
Channel
Other
Partner with Sales leadership on pricing strategy and customer profitability models
Support working capital optimization initiatives (inventory turns, DSO, DPO)
Evaluate cost-to-serve economics across freight, warehousing, and fulfillment
Executive & Investor Support
Develop board-ready financial materials and performance narratives
Support minority PE reporting and value creation initiatives
Build EBITDA bridge analysis and cash flow forecasts
Provide clear, concise financial storytelling to executive stakeholders
Build and lead a high-performing enterprise FP&A team
Elevate analytical rigor and business partnership capability
Develop scalable reporting frameworks to support continued growth
Mentor and develop future finance leaders
Qualifications
Bachelor’s degree in Finance or Accounting (CPA or MBA preferred)
12+ years of progressive finance experience
Significant experience in wholesale distribution or complex, inventory-heavy environments
Experience operating in post-merger or multi-entity environments
Demonstrated ability to partner with executive leadership
Strong strategic thinking and enterprise-level financial modeling capability
Executive presence and ability to influence cross-functional leaders
Key Success Metrics (First 12–24 Months)
Established as trusted strategic partner to VP of Finance and executive team
Unified enterprise reporting and KPI framework implemented
Measurable improvement in forecast accuracy and planning discipline
Clear synergy realization tracking with executive visibility
Identified and executed margin and working capital improvement initiatives
Strengthened financial decision-making culture across divisions
Legal & Equal Opportunity Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr