Director, Financial Planning & Analysis

Position Summary

We are seeking a strategic, hands-on Director of FP&A – North America to lead financial planning and analysis for the North American segment of a global private equity-backed luxury appliance wellness products company. This role will serve as a critical business partner to the global CFO and North America leadership team, driving financial visibility, performance accountability, and value creation in a high-growth, performance-oriented environment. This role will be key to driving profitable growth for the business.

The ideal candidate brings deep experience in a PE-backed or performance-driven organization, strong operational finance capabilities in a manufacturing organization, and the ability to translate financial data into actionable insights that improve EBITDA and cash flow.

The Director, Financial Planning & Analysis is a remote position, but the candidate must be located in, and willing to work in, Eastern Standard Time zone.

Who You Are

• proactive financial leader who drives daily alignment through clear analysis, communication, and decision support to ensure the business meets its financial commitments
• A strategic thinker skilled in scenario modeling to support growth initiatives, pricing strategies, cost optimization, and margin expansion
• A value-creation champion with experience supporting private equity-backed objectives and performance improvement initiatives
• A data-driven decision maker who leads financial analysis for key strategic initiatives, including capital investments, pricing, promotions, and channel expansion
• An experienced planner who owns and leads the annual budgeting process, quarterly forecasts, and long-range planning for North America
• A cash flow–focused operator who improves working capital performance and builds high-ROI business cases to support value-added investments
• A collaborative leader who provides oversight, mentorship, and performance management for accounting and FP&A teams

What You\'ll Do

Performance Management & EBITDA Focus

• Deliver high quality, insightful monthly financial reporting packages for North America used by senior management including global CEO
• Analyze revenue, gross margin, SG&A, and working capital performance
• Identify risks and opportunities impacting EBITDA
• Develop actionable insights to improve profitability and cash conversion

Business Partnership

• Serve as a trusted advisor to Sales, Marketing, Operations, Supply Chain, and HR leaders
• Translate financial metrics into operational levers
• Support commercial decision-making and ROI analysis
• Support engineering team in product development activities and decision making
• Provide financial leadership for new product launches and market expansion

Private Equity Reporting & Governance

• Support board reporting and investor updates with clear financial narratives
• Prepare KPI dashboards and performance metrics aligned to PE reporting standards
• Ensure financial rigor and forecasting accuracy in a fast-paced environment

Process & Systems Optimization

• Improve forecasting accuracy and reporting cadence
• Enhance financial modeling tools and analytics capabilities
• Drive standardization of KPIs and reporting across North America
• Partner with Accounting to ensure alignment between actuals and forecasts

Key Competencies

• Strategic thinker with strong commercial acumen
• Data-driven decision maker
• Comfortable operating in ambiguity and change
• Executive presence and strong communication skills
• High accountability and ownership mindset
• Results-oriented with a focus on EBITDA growth and cash flow optimization

What You Bring

• Bachelor’s degree in Finance, Accounting, or related field (MBA or CPA preferred)
• 8–12+ years of progressive FP&A experience
• Experience in a private equity-backed or highly performance-driven environment
• Strong financial modeling and scenario analysis expertise
• Advanced Excel skills; experience with ERP and planning systems (e.g., NetSuite, SAP, Oracle, Adaptive, Anaplan)
• Proven ability to partner cross-functionally and influence senior leaders
• Experience in consumer goods, luxury products, manufacturing, or distribution
• Experience in pricing and margin management
• Exposure to board-level reporting

Key Competencies

• Strategic thinker with strong commercial acumen
• Data-driven decision maker
• Comfortable operating in ambiguity and change
• Executive presence and strong communication skills
• High accountability and ownership mindset
• Results-oriented with a focus on EBITDA growth and cash flow optimization

• 401(k) with matching program
• Paid time off (PTO)
• Health insurance
• Dental insurance
• Vision insurance
• Health savings account
• Life insurance

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