Director, Financial Planning & Analysis

Datasite; Minneapolis (MN); Hybrid; USD 142,000 - 248,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off

Employee benefits

Job summary

Datasite in Minneapolis or New York City is seeking a Director of Financial Planning & Analysis to spearhead a major FP&A area, driving budgeting, forecasting, reporting, and strategic planning. You will provide decision support to Finance leadership and cross-functional stakeholders while guiding finance teams to deliver accurate, timely insights.

This role requires a Bachelor's in finance, Economics, or related field, with MBA/CPA/CFA preferred, and 10+ years of progressive FP&A

Qualifications

• Education Bachelor's degree in finance, Accounting, Economics, or related field.
• MBA, CPA, CFA, or similar advanced credential preferred.
• Experience 10+ years of progressive Finance, FP&A, or related experience.
• Team lead or supervisory experience required.
• Experience leading FP&A teams, processes, or major planning/reporting deliverables.
• Strong experience with budgeting, forecasting, long-range planning, financial reporting, and executive-level analysis.

Responsibilities

• Lead FP&A planning, forecasting, reporting, and analysis for assigned areas or enterprise processes.
• Direct annual budget, recurring forecast, long-range planning, performance management activities.
• 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.
• Oversee preparation of management reporting, operating reviews, executive presentations, and Board-related materials as needed.
• Lead full financial statement forecasting, including P&L, balance sheet, cash flow, covenant analysis, and key operating metrics as applicable.
• Establish planning calendars, forecast governance, reporting standards, and review processes that drive accountability and consistency.

Skills

Leadership

Stakeholder management

Executive presentation

Financial storytelling

Analytical capability

Change leadership

Education

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

MBA, CPA, CFA, or similar advanced credential

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 sourcing and more. Here you’ll find the finest technological pioneers: Datasite, Blueflame AI, Grata, and Sherpany. They all, collectively, define the future for business growth.

Talent doesn’t always just go in one direction or fit in a single box. We’re happy to see whatever your superpower is and find the best place for it to flourish.

Job Description

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

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

Qualifications

• Education Bachelor's degree in finance, Accounting, Economics, or related field.
• MBA, CPA, CFA, or similar advanced credential preferred.
• Experience 10+ years of progressive Finance, FP&A, or related experience.
• Team lead or supervisory experience required.
• Experience leading FP&A teams, processes, or major planning/reporting deliverables.
• Strong experience with budgeting, forecasting, long-range planning, financial reporting, and executive-level analysis.
• 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.

Skills and Competencies

• Strong leadership, business partnership, and stakeholder management skills.
• Ability to influence senior leaders and translate financial analysis into business recommendations.
• Strong analytical capability with experience interpreting large and complex data sets.
• Excellent written and verbal communication skills, including executive presentation and financial storytelling.
• Strong judgment, prioritization, and ability to manage multiple strategic and operational priorities.
• 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.

Work Location & Flexibility

• This position can be based in our Minneapolis or New York City locations the office follows a hybrid work model.
• Employees in these locations are expected to work on-site a minimum of two days per week.
• Please note that specific business units or role requirements may necessitate additional in-office days based on team collaboration needs or operational priorities.
• 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.
• 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.
• $141,700.00 - $247,700.00

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.

Welcome to the Datasite global recruitment page. This is where you can explore opportunities and find the one that’s the best fit for you. It’s where all the high-tech, high-value, cutting edge technology businesses that form our economic value creation platform post the jobs they need you for. It’s the central hub for Datasite, Blueflame AI, Grata, and Sherpany. The best of the best from the very best people. The inquisitive. The inspirational. The inventive. The challenging. The builders of tomorrows. The people who come together to simplify the complex, create great experiences and deliver better outcomes for themselves and our customers.