Director, Financial Planning & Analysis

Sherpany AG; Minneapolis (MN); On-site; USD 142,000 - 248,000; Full time

Job summary

Datasite seeks a Director, Financial Planning & Analysis to lead budgeting, forecasting, management reporting, and strategic planning for a major FP&A area. You will provide financial leadership and partner with senior leaders across finance and operations to align priorities and drive performance.

The role requires 10+ years in finance/FP&A with GAAP knowledge and proven leadership of FP&A teams, processes, and planning deliverables. Strong communication and analytical skills are essential.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• MBA, CPA, CFA, or similar advanced credential preferred.

Responsibilities

• Oversee preparation of management reporting, operating reviews, executive presentations, and Board-related materials as needed.
• Communicate financial results, trends, risks, and recommendations clearly to senior leadership.
• Partner with senior leaders to evaluate financial performance, strategic priorities, investment decisions, risks, and opportunities.
• Review complex financial models, scenario analyses, and business cases to support leadership decisions.
• Partner with Finance and cross-functional teams to improve forecast accuracy, data integrity, planning discipline, and financial insight.
• Direct annual budget, recurring forecast, long-range planning, and performance management activities.
• Establish planning calendars, forecast governance, reporting standards, and review processes that drive accountability and consistency.
• Lead full financial statement forecasting, including P&L, balance sheet, cash flow, covenant analysis, and key operating metrics as applicable.
• Lead FP&A planning, forecasting, reporting, and analysis for assigned areas or enterprise processes.
• Guide managers and analysts to ensure high-quality budgeting, forecasting, analysis, reporting, and business communication.
• Identify and sponsor process improvements, workflow enhancements, reporting automation, and financial systems improvements.
• Develop FP&A talent, strengthen team capabilities, and promote consistent analytical standards.

Skills

FP&A leadership

Budgeting

Forecasting

Financial analysis

Executive presentation

Cross-functional partner

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

MBA, CPA, CFA, or similar advanced credential preferred

Tools

Job description

Datasite and its associated businesses are the global center for facilitating economic value creation for companies across the globe. From data rooms to AI deal sourcingand more. Here you’ll find the finest technological pioneers: Datasite, Blueflame AI, Grata, and Sherpany. They all, collectively, define the future for business growth.

Director, Financial Planning & Analysis

The Director, Financial Planning & Analysis is responsible for leading a major FP&A area, process, or portfolio. This role provides financial leadership, planning governance, performance analysis, and decision support to Finance leadership and cross-functional stakeholders. The Director leads teams and processes that support budgeting, forecasting, management reporting, executive analysis, financial modeling, and strategic planning. This role is accountable for ensuring FP&A outputs are accurate, consistent, timely, and aligned to enterprise priorities.

Key Responsibilities

• Oversee preparation of management reporting, operating reviews, executive presentations, and Board-related materials as needed.
• Communicate financial results, trends, risks, and recommendations clearly to senior leadership.
• Partner with senior leaders to evaluate financial performance, strategic priorities, investment decisions, risks, and opportunities.
• Review complex financial models, scenario analyses, and business cases to support leadership decisions.
• Partner with Finance and cross-functional teams to improve forecast accuracy, data integrity, planning discipline, and financial insight.
• Direct annual budget, recurring forecast, long-range planning, and performance management activities.
• Establish planning calendars, forecast governance, reporting standards, and review processes that drive accountability and consistency.
• Lead full financial statement forecasting, including P&L, balance sheet, cash flow, covenant analysis, and key operating metrics as applicable.
• Lead FP&A planning, forecasting, reporting, and analysis for assigned areas or enterprise processes.
• Guide managers and analysts to ensure high-quality budgeting, forecasting, analysis, reporting, and business communication.
• Identify and sponsor process improvements, workflow enhancements, reporting automation, and financial systems improvements.
• Develop FP&A talent, strengthen team capabilities, and promote consistent analytical standards.

Education

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• MBA, CPA, CFA, or similar advanced credential preferred.

Experience

• Strong experience with budgeting, forecasting, long-range planning, financial reporting, and executive-level analysis.
• 10+ years of progressive Finance, Accounting, FP&A, or related experience.
• Strong financial acumen, including GAAP knowledge, internal controls, revenue recognition, and full financial statement modeling.
• Experience with financial systems, planning tools, reporting platforms, and process improvement preferred.
• Experience operating in a controls-oriented or regulated environment preferred.
• Experience leading FP&A teams, processes, or major planning/reporting deliverables.

Skills and Competencies

• Strong analytical capability with experience interpreting large and complex data sets.
• Ability to influence senior leaders and translate financial analysis into business recommendations.
• Strong judgment, prioritization, and ability to manage multiple strategic and operational priorities.
• Strong leadership, business partnership, and stakeholder management skills.
• Excellent written and verbal communication skills, including executive presentation and financial storytelling.
• Ability to lead change, improve processes, and scale FP&A capabilities.
• Strong technical aptitude, business acumen, and continuous improvement mindset.

Work Environment

• Typical professional office environment, including extended periods working at a computer and participating in virtual or in-person meetings.
• Flexible work hours may be required at times to support critical deadlines, planning cycles, global stakeholders, or business needs.
• Travel may be required occasionally based on business needs.

Compensation & Benefits

The base salary range represents the estimated low and high end for this position based on a good faith assessment of the role and market data at the time of posting. Consistent with applicable law, each candidate’s compensation offer may vary and will be determined based on but not limited to, your geographic region, skills, qualifications, and experience along with the requirements of the position. This position may be eligible for bonuses, commissions, or overtime if applicable.

$141,700.00 - $247,700.00

Benefits include health insurance (medical, dental, vision), a retirement savings plan, paid time off, and other employee benefits. Specific details will be provided during the interview process. Datasite reserves the right to modify this pay range at any time.

Our company is committed to fostering a diverse and inclusive workforce where all individuals are respected and valued. We are an equal opportunity employer and make all employment decisions without regard to race, color, religion, sex, gender identity, sexual orientation, age, national origin, disability, protected veteran status, or any other protected characteristic. We encourage applications from candidates of all backgrounds and are dedicated to building teams that reflect the diversity of our communities.