Director, Finance & Planning (Finance)

1. Forecasting, Budgeting, and Reporting - Driving Accuracy and Scenario-Based Analysis

• Manage and oversee the annual budgeting, forecasting, and long-range financial planning processes.
• Develop and implement standardized driver-based forecasting methodologies across corporate functions.
• Establish scenario-based planning frameworks to improve forecast accuracy and strategic decision-making.
• Develop and maintain complex financial models, including working capital models, to support decision-making across the organization.
• Analyze data, prepare complex forecasts and reports, and identify trends, risks, and growth opportunities.
• Collaborate with cross-functional teams to ensure alignment of financial plans with strategic objectives.
• Lead the monthly financial reporting process, including variance analysis and management reporting.
• Drive financial insights by leveraging data analytics, improving variance analysis methodologies, and enhancing forecast-to-actual tracking for better decision-making.
• Drive improvements in financial processes, systems, and reporting capabilities to enhance efficiency and accuracy.
• Evaluate potential investments, mergers, and acquisitions to support growth initiatives.

2. Governance of Consolidated Financial Dashboards

• Create governance policies ensuring consistency, accuracy, and reliability of financial dashboards.
• Implement automated validation controls in collaboration with IT and finance teams.

3. Creating 3 Statement models by Units

• Establish full financial statement ownership within business units, expanding beyond P&L to include:
• Balance sheet management (PPE, AR, AP)
• Operational cash flow forecasting
• Working capital forecasting (to be owned by business units with Corporate FP&A leading the transition)
• Develop and implement standardized 3-statement financial models (P&L, Balance Sheet, Cash Flow) to enhance forecasting accuracy.
• Lead the process of training Business Unit Finance teams on 3-statement modeling, ensuring they develop the necessary expertise.
• Support business units during the transition period, providing oversight, guidance, and best practices.
• Gradually transition ownership of full financial statement forecasting to business units while maintaining corporate governance and alignment.
• Ensure 100% adoption of full financial statement forecasting within business units by year-end.

4. 5-Year Planning & Strategic Modeling

• Develop and implement a structured 5-year financial planning framework to support long-term growth and risk management.
• Integrate market trends, economic indicators, and competitive insights into financial models.
• Collaborate closely with stakeholders across Business Units (BU), Corporate Units (CU), Strategy, and Treasury to ensure the latest assumptions and strategic objectives are captured in the models.

• 8 years of experience in FP&A, corporate finance, or strategic financial planning.
• Proven expertise in creating and implementing full financial statement management within business units.
• Strong background in driver-based forecasting, scenario planning, and financial modeling.
• Experience developing governance frameworks for financial dashboards and reporting.
• Expertise in long-term financial planning and strategic modeling.
• Strong leadership skills with experience in team development, coaching, and talent management.
• Advanced proficiency in financial systems, BI tools, and Excel-based modeling.
• Excellent communication and business partnering skills, with the ability to influence senior leaders.

Technical Proficiency

• Expert financial modeling and analytical skills, with the ability to develop complex driver-based models and scenario analyses.
• In-depth knowledge of accounting principles, financial statement analysis, and management reporting.
• Advanced proficiency in Microsoft Office products, including Excel, Outlook, Word, and PowerPoint, with strong project management capabilities.
• Familiarity with current financial management software and reporting tools (e.g., ERP systems, BI tools, data visualization platforms).
• Proficient with Microsoft Office products, including Excel, Outlook, Word and PowerPoint; familiar with current financial or cash management software and demonstrated project management skills and/or involvement with a financial system implementation process.

EDUCATION: Bachelor's degree in business, finance or a related field; or a combination of post high school and equal experience may be substituted for education.

EXPERIENCE: 8-10 years management experience which include audit, GAAP accounting principles, regulatory reporting and a high level of financial systems including system development and implementations.

COMPETENCIES: Ability to communicate effectively verbally and in writing. Ability to establish and maintain effective working relationships. Ability to prepare, monitor and administer budgets, as well as the ability to perform financial analysis. Ability to function effectively with, or as part of a team. Ability to prioritize, organize and perform multiple work assignments simultaneously while meeting assigned deadlines. Ability to develop, improve and streamline processes to meet established goals and objectives. Ability to effectively manage projects that may vary in nature and scope. Ability to mentor, coach, train and/or supervise employees. Knowledge of data analysis techniques and methodology. Knowledge of the concepts, principles and practices of accounting, budgeting and cost control procedures. Knowledge of and ability to apply the concepts, principles and practices of change management.

OTHER: CPA/MBA preferred.

JOB SCOPE: Position impacts multiple business units/segments.

WORKING CONDITIONS: Normal office environment with little exposure to excessive noise, dust, temperature and the like. Extended use of a computer keyboard, viewing of a computer monitor and the ability to sit for long periods of time.