Corporate FP&A Director

Confidential; Haverford (Montgomery County); On-site; USD 150,000 - 230,000; Full time

Job summary

Confidential is seeking a strategic and forward-looking Corporate FP&A Director to serve as a key financial business partner to the executive leadership team. Reporting to the CFO, this on-site role drives planning, analysis, and capital allocation to optimize profitability and growth.

Key responsibilities include leading the annual operating plan and long-range planning, managing CAPEX budgeting, and delivering monthly, quarterly, and annual forecasts to the CEO and Board.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
• 8+ years in Strategic Finance/FP&A, partnering with executives; manufacturing or project-based experience preferred.
• Experience with percentage of completion revenue and accounting preferred.
• Proficiency in ERP systems and financial modeling platforms (OneStream preferred).
• Strong leadership with ability to influence cross-functional stakeholders.

Responsibilities

• Leads the company-wide annual operating planning process and long-range strategic planning.
• Provides support to business units on annual planning and budgets.
• Manages CAPEX budgeting and ROI monitoring for major investments.
• Provides monthly/quarterly/annual forecasts to management and the Board.
• Collaborates with CFO and finance teams to synchronize cash and debt forecasts.
• Works with senior management to present financial insights to the CEO and Board.
• Maintains historical data on key metrics and monitors competitor pricing and performance.

Skills

Strategic Finance

FP&A

Executive communication

Cross-functional leadership

Financial modeling

Data analysis

Problem solving

Education

Bachelor’s degree in Finance/Accounting/Economics or related field

MBA or CPA preferred

Tools

OneStream

ERP systems

Financial modeling platforms

Job description

We are seeking a strategic and forward-looking Corporate FP&A Director to serve as a key financial business partner to the executive leadership team. Reporting directly to the CFO, this role drives the financial planning, analysis, and strategic resource allocation to optimize profitability and support company growth. The ideal candidate combines hands-on financial modeling expertise with the executive presence necessary to present operational insights to the board and C-suite. This position requires to be on-site 3 to 4 days per week.

Key Responsibilities:

Budget/Operating Plan

• Leads the company-wide annual operating planning process and long-range strategic planning
• Provides support to business units across the company on annual planning process
• Manages capital expenditure (CAPEX) planning, budgeting, and monitor ROI for major strategic investments

Forecasting

• Provides near-term financial forecasts (i.e. monthly, quarterly, & annual) of Sales, Gross Profit, EBITDA, balance sheets, and Cash Flow to management
• Communicates forecasts to CEO and CFO, and Business Unit leaders
• Works with CFO and the finance team to synchronize forecasts of cash and debt balances
• Provides ongoing financial analysis and information to management, which includes:
• Monthly financial write-ups on the Company’s consolidated, business unit and regional reported results; providing financial information to CEO and CFO for regular period reporting/analysis
• Daily gross and net sales flash reports
• Maintaining historical database of key financial metrics for the Company’s corporate organization and business units
• Periodic monitoring of competitor pricing, sales, and financial results

Reporting and Support:

• Provides monthly financial reporting and analysis to the Company’s Corporate and Business Unit Cost Centers, with emphasis on sales performance and expense control and analysis
• Works with Company’s management in communicating and packaging the financial information to be presented to the Board of Directors
• Works in close collaboration with senior management, corporate and business groups, ensuring all key dates are properly scheduled, and adjustments are coordinated and updated as required
• Works closely with the Corporate Controller and each Business Unit Controllers to create, maintain and execute financial/accounting policy and procedure
• Provides analysis and information to the Company on special initiatives (e.g. acquisitions, integrations, new product performance, market performance, etc.
• Provides analysis and information to the Company on special initiatives (e.g. acquisitions, integrations, new product performance, market performance, etc.)

What Is Needed:

• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CPA strongly preferred
• Experience: 8+ years of Strategic Finance, FP&A or a related field, partnering closely with executive and senior business leaders. Experience within manufacturing, engineering, or project-based industries highly preferred. Experience with percentage of completion revenue and accounting preferred.
• Systems: Proficiency in ERP systems and financial modeling platforms (OneStream preferred)
• Leadership: Proven leadership experience, ideally within a multi-site or corporate environment; ability to influence cross-functional stakeholders and drive execution
• Analytical Expertise: Strong analytical and problem-solving abilities with a track record of turning data into actionable recommendations.
• Soft Skills: Proven executive communication skills with a track record of synthesizing complex financials into clear narratives for C-suite and board audiences