Director, Financial Planning & Analysis

Overview

This role directs and is responsible for strategic planning, forecasting, and financial analysis across all lines of business. You will oversee the development of financial models, performance metrics, and business insights that support executive decision-making and long-term planning. You will also ensure consistent and standardized forecasting and reporting processes, and recommend process improvements to enhance 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 and provide leadership with appropriate financial information to support decision-making, including board and committee reporting
• 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; provide coaching, feedback, and development opportunities; conduct performance reviews and manage the merit pool
• Assess team capacity, productivity, and performance to support 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 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, including 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 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, 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
• Applicable salary ranges may differ across markets. Actual pay will be determined based on experience and other job-related factors permitted by law.
• This role may include eligible bonuses and commissions as part of the compensation package.

Location

Remote or hybrid options available (remote/hybrid requirements include maintaining camera presence during meetings).