Director, Financial Planning & Analysis

Overview

This role directs and oversees strategic planning, forecasting, and financial analysis across all lines of business. Responsibilities include building and refining financial models, performance metrics, and business insights that support executive decision-making and long-term planning. The position ensures standardized forecasting and reporting processes and drives process improvements to improve financial visibility, agility, and strategic alignment.

Responsibilities

• Lead the development, review, and refinement of financial reporting, forecasts, budgets, and long-range plans across all business units
• Oversee monthly and quarterly performance analysis, identifying key trends, risks, and opportunities to inform leadership decisions
• Implement and maintain standardized Financial Planning & Analysis (FP&A) methodologies, tools, and reporting frameworks to ensure consistency and accuracy
• Prepare executive-level presentations and reports, including board and committee materials, to communicate financial performance and strategic insights
• Oversee internal and external financial reporting packages for all lines of business, providing leadership with financial information to support decision-making (including reporting to the board and at committee meetings)
• Partner with cross-functional teams to align financial planning with organizational goals and initiatives
• Evaluate the financial impact of strategic initiatives, investments, and business cases, providing recommendations to senior leadership
• Provide leadership and direction on strategic projects, including scenario planning, cost optimization, and enterprise-wide initiatives
• Monitor performance of direct reports; coach, provide feedback and development opportunities; conduct performance reviews; manage the merit pool
• Assess team capacity, productivity, and performance to ensure optimal resource allocation and achievement of departmental goals
• Manage personnel responsibilities including interviewing, hiring, workforce planning, recognition, and conflict resolution

Requirements

• Bachelor’s degree in a related field or equivalent experience; minimum of 2 additional years of experience related to the functional area
• Minimum of 6 years of management experience with responsibilities for hiring, training, assigning work, and managing performance of direct reports
• Strong interpersonal skills to work effectively with business partners, staff, outside auditors, and vendors
• Demonstrated experience working with and influencing senior management
• Excellent project management skills with experience managing multiple large projects concurrently
• Superior analytical skills
• Proven track record of influencing constituents for optimal results
• Excellent organizational and planning skills; detail-oriented with the ability to multitask
• Flexible and able to quickly and effectively change priorities and direction
• Excellent verbal and written communication skills
• Clean credit history as reported by credit report
• For roles that are remote (Work From Home (WFH)) or hybrid (partial onsite at a VSP location and WFH): demonstrate a high level of engagement in virtual environments, including maintaining camera presence during meetings to support effective communication and team alignment

Preferred Qualifications

• Experience leading a team to develop dashboards and analytics, and explain complex business problems
• Experience owning complex business drivers as inputs into financial models
• Experience working cross functionally across a broad team supporting shared service, LOB, and cross LOB business partners
• Experience implementing AI best use practices across a financial organization

Compensation & Benefits

• Salary range: $105,000.00 - $165,375.00
• Eligible bonuses and commissions may be included as part of the compensation package
• Actual pay will be determined based on experience and other job-related factors permitted by law

Location

Not specified in the provided job description. (Remote and hybrid options are referenced; hybrid includes partial onsite at a VSP location.)