Senior Director Financial Planning Analysis
Insight Global, San Antonio, TX, United States
Must-Haves:
Bachelor’s degree or equivalent combination of education and experience
12+ years of progressive FP&A / corporate finance experience
5–7+ years of people leadership and team development experience
Proven ownership of enterprise-wide budgeting, forecasting, and long-range planning
Advanced financial modeling and scenario analysis experience
Strong ability to translate complex financial data into executive-level insights
Experience partnering cross-functionally across Finance, Accounting, and Operations
Track record of influencing strategy and decision-making at a senior level
Plusses: MBA or other advanced degree CPA or CFA Experience in multi-unit restaurant, retail, or consumer-facing organizations Hands-on experience with enterprise planning tools (Anaplan, Adaptive, Hyperion, etc.) Background in finance transformation, governance, and process improvement Board-level reporting exposure Experience evaluating strategic investments and large-scale initiatives
Day-to-Day: Lead end-to-end annual planning, budgeting, and forecasting cycles across the enterprise Develop long-range plans and scenario models to assess risks and opportunities Deliver executive-ready reporting and financial storytelling for senior leadership and board forums Drive performance management by defining KPIs and analyzing profitability drivers Strengthen FP&A governance, cadence, and analytical frameworks Provide financial analysis for major initiatives including capital investments and enterprise programs Partner cross-functionally to align financial and operational goals Build, mentor, and scale a high-performing FP&A team
Job Description: Insight Global is seeking a
Financial Planning & Analysis Senior Director
for a top restaurant and consumer services client. This leader will serve as the enterprise finance engine, transforming data into insights that drive strategic decision-making and long-term growth. The role partners closely with executive leadership and operations to align financial plans, modernize planning processes, and elevate executive-level reporting. The ideal candidate brings strong financial acumen, executive presence, and a collaborative mindset, with the ability to lead teams, influence strategy, and drive performance in a fast-paced, multi-unit environment.
Plusses: MBA or other advanced degree CPA or CFA Experience in multi-unit restaurant, retail, or consumer-facing organizations Hands-on experience with enterprise planning tools (Anaplan, Adaptive, Hyperion, etc.) Background in finance transformation, governance, and process improvement Board-level reporting exposure Experience evaluating strategic investments and large-scale initiatives
Day-to-Day: Lead end-to-end annual planning, budgeting, and forecasting cycles across the enterprise Develop long-range plans and scenario models to assess risks and opportunities Deliver executive-ready reporting and financial storytelling for senior leadership and board forums Drive performance management by defining KPIs and analyzing profitability drivers Strengthen FP&A governance, cadence, and analytical frameworks Provide financial analysis for major initiatives including capital investments and enterprise programs Partner cross-functionally to align financial and operational goals Build, mentor, and scale a high-performing FP&A team
Job Description: Insight Global is seeking a
Financial Planning & Analysis Senior Director
for a top restaurant and consumer services client. This leader will serve as the enterprise finance engine, transforming data into insights that drive strategic decision-making and long-term growth. The role partners closely with executive leadership and operations to align financial plans, modernize planning processes, and elevate executive-level reporting. The ideal candidate brings strong financial acumen, executive presence, and a collaborative mindset, with the ability to lead teams, influence strategy, and drive performance in a fast-paced, multi-unit environment.