Director of Financial Planning and Analysis

The Director of FP&A is a senior leader within the organization and is responsible for leading the organization’s financial planning, forecasting, reporting, operational analysis, and strategic financial analysis. Reporting directly to the CFO, this role serves as a critical thought partner to executive leadership, delivering financial and operational insights that assist leadership and stakeholders in making key decisions and long-term value creation.

This position is designed as a hands‑on, high‑impact role. The Director will collaborate closely with Operations, Supply Chain, and Sales personnel to drive financial modeling, forecasting, the annual budget process, cost savings and synergies analysis, and other strategic analysis across the business.

Given the company’s private equity ownership and anticipated growth trajectory, this role will actively participate in M&A evaluation, due diligence, integration planning, and post‑acquisition performance tracking. As the organization scales through organic growth and acquisition activity, there may be future opportunity to build and lead an FP&A team.

Key Responsibilities

• Lead the annual budgeting process and quarterly forecasting cycles across P&L, Balance Sheet, and Cash Flow.
• Drive financial forecasting integrity and ensure consistency of data across systems and departments.
• Consolidate and analyze business unit inputs into executive‑level financial narratives.
• Anticipate future capital needs, cash utilization projections, and expenditure requirements.
• Prepare board‑level financial presentations and investment materials aligned with private equity stakeholders.
• Provide forward‑looking financial modeling, scenario analysis, and valuation support for strategic initiatives.
• Deliver insight into financial trends, risks, and operational drivers impacting profitability and EBITDA performance.
• Partner closely with Sales team to analyze sales performance across channels/customers and to continuously improve sales forecasting rigor and accuracy.
• In close partnership with CFO, analyze and update pricing as market conditions evolve.
• Analyze material margins, efficiently identifying trends, opportunities, and risks associated with margins; drive a process geared toward generating consistent, predictable margins in a complex environment.
• Analyze manufacturing performance metrics including capacity utilization, labor efficiency, inventory turns, and margin drivers.
• Identify and explain root causes of financial variances and partner with key leaders to develop corrective action recommendations.
• Monitor capital expenditures to ensure adherence to long‑term capital plans.
• Own the monthly financial reporting process and drive a process of continuous improvement as the business evolves; bring key insights from leadership across Sales, Operations and Supply Chain together into a cohesive package that tells the story effectively, anticipates questions and provides proactive analysis to answer them, and provides internal leaders and external stakeholders with all relevant information about the performance of the business.
• Maintain and upgrade planning tools, forecasting models, and reporting systems. Utilize technology platforms (ERP system, GL, Tableau, AI platforms, etc) to ensure the business is leveraging available technology to gain key insights efficiently, effectively, and timely. In particular, bring AI‑driven analysis capabilities to the table.
• Support acquisition modeling, valuation analysis, financial due diligence, and post‑acquisition integration tracking.

Core Competencies

• Advanced ability to translate complex financial and operational data into meaningful business insights.
• Strong analytical and modeling skills, including scenario planning and sensitivity analysis.
• Deep understanding of manufacturing cost structures and margin dynamics.
• Ability to assess risk, evaluate capital allocation, and identify value creation opportunities.

Strategic Thinking

• Connects operational performance to financial outcomes.
• Anticipates trends and proactively identifies financial implications.
• Moves beyond historical reporting to predictive and forward‑looking analysis.
• Communicates complex financial concepts clearly and concisely, both to internal partners and external stakeholders.
• Ensures that cross‑functional partners in Sales, Supply Chain, and Operations have ready access to necessary operational and financial; collaborates with coworkers to identify information needs and proactively develop solutions. Views cross‑functional partners as internal customers and performs the role accordingly.
• Strong written and verbal presentation skills.Ability to take the lead in creating best‑in‑class financial reporting packages and Board of Directors reporting packages.
• Comfortable presenting to executive leadership, board members, and private equity partners.
• Translates financial detail into actionable recommendations for non‑finance leaders.

Ownership & Accountability

• Inherent curiosity about the drivers of business performance
• High level of initiative and self‑direction.
• Comfortable operating independently in a fast‑paced, evolving environment.
• Maintains accuracy, integrity, and confidentiality of financial information.

Qualifications & Experience

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 7+ years of progressive experience in Financial Planning & Analysis.
• Prior experience in a private equity‑backed organization strongly preferred.
• Manufacturing industry experience required.
• Demonstrated experience supporting capital planning, forecasting, and strategic modeling.
• Advanced proficiency in financial modeling (Excel; Tableau; ERP/BI tools preferred).
• Experience implementing AI‑driven tools in a finance environment preferred.

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