Director, FP&A - Finance

Overview

This role leads enterprise-wide financial planning, forecasting, management reporting, and analysis. You will partner with senior leaders to translate financial and operational results into actionable insights, identify risks and opportunities, and support decisions that advance the organization’s strategic and financial objectives.

Responsibilities

• Lead enterprise-wide financial planning, budgeting, and forecasting:
  • Develop, implement, and continuously improve company-wide operating expense and capital expenditure planning and forecasting processes.
  • Perform monthly variance analysis against forecasts and budgets, partnering with stakeholders to explain results, identify trends, and recommend corrective actions.
  • Prepare and maintain periodic financial forecasts, annual budgets, and long-range plans.
  • Identify, quantify, and track cost optimization and productivity opportunities across the organization.
• Guide business and financial performance:
  • Perform ad hoc financial and scenario analysis, including what-if modeling, sensitivity analysis, investment evaluation, and assessment of business risks and opportunities.
  • Conduct month-end review, including developing insights into financial trends.
  • Develop recurring management and executive-level reporting and presentations covering financial performance, key business drivers, risks, opportunities, and recommended actions.
  • Serve as a trusted finance partner to business leaders by participating in operating reviews, building stakeholder relationships, challenging assumptions, and supporting financial decision-making.
• Value capture and measurement:
  • Support processes related to tracking and reporting value realization around strategic initiatives.
  • Develop metrics and an analytical framework to support a disciplined approach to measuring performance and reporting to technology and business leadership.
• Lead and manage FP&A:
  • Manage and develop FP&A team members, including interviewing and hiring, performance management, development, and coaching.
  • Support change and ongoing transformation.

Requirements

• Bachelor’s degree or equivalent in finance, accounting, or a business-related discipline required.
• Master’s degree in accounting or CPA preferred.
• Minimum of 5 years of progressive FP&A experience required, including financial reporting and consolidation experience.
• Global experience is strongly preferred.
• At least 2 years of experience leading or managing a team required.

Skills Required

• Ability to build strong business partnerships and collaborate across multiple business units and stakeholders.
• Strong sense of urgency to meet deadlines; ability to lead multiple projects and initiatives concurrently.
• Superior knowledge of financial analysis and building financial models.
• Experience using management reporting, enterprise performance management, or FP&A systems to support planning, budgeting, forecasting, reporting, and analysis is required; experience with Datarails is preferred.
• High proficiency with MS Office Suite, including PowerPoint; intermediate to advanced Excel skills.
• Salesforce and SharePoint preferred.
• Excellent verbal and written communication skills with strong executive presence.
• Ability to exercise independent judgment in developing methods, techniques, and evaluation criteria.
• Collaborative, customer-focused approach with ability to create visible value.
• Ability to work well in a fast-paced environment.

Mathematical Ability

• Ability to perform calculations and manage budgets.
• Ability to apply mathematical concepts to budget management for clinical trials.

Certificates and Licenses

• Not required.

Supervisory Responsibilities

• Supervises FP&A team (managerial & professional level employees).

Language, Reasoning, and Computer Skills

• Ability to read, analyze, and interpret business periodicals, professional journals, technical procedures, or clinical research protocols.
• Ability to draft reports and business correspondence.
• Ability to effectively present information and respond to questions from colleagues and clients.
• Ability to solve practical problems and deal with concrete variables where limited standardization exists.
• Ability to interpret instructions furnished in written, oral, diagram, or schedule form.
• Working knowledge of Microsoft Office applications, including word processing, spreadsheets, and PowerPoint; aptitude for learning new database software quickly.
• Salesforce and SharePoint experience preferred.

Work Environment and Physical Demands

• Noise level is usually quiet.
• Must regularly operate a computer and occasionally operate other office equipment.

Compensation & Benefits

• Financial Security (Base Pay, 401k Match and Possible Annual Bonus Eligibility)
• Health benefits beginning on date of hire
• PTO plan, plus 11 paid company holidays, and 1 day to volunteer in your community
• Short- and long-term disability, life insurance, and AD&D

Equal Employment Opportunity

• An Equal Employment Opportunity Employer. The organization does not discriminate on the basis of race, gender, age, disability, religion, sexual orientation, or any other protected characteristic.

Privacy

• Candidate information is handled in accordance with General Data Protection Regulation (GDPR).