Director, Financial Planning & Analysis

Socket.dev; Moonachie (NJ); On-site; USD 175,000 - 220,000; Full time

Benefits offered by this job

Health Insurance

401(k) Retirement Plan

Paid Holidays

Job summary

4over is seeking a Director of Financial Planning & Analytics to lead budgeting, forecasting, and long-range planning, partnering with executive leadership to drive profitability and strategic growth. You will oversee financial modeling, reporting, and BI initiatives, collaborating across Sales, Operations, Product, IT, and HR to deliver data-driven insights and informed recommendations.

The role reports to the VP of Finance & Accounting and requires strong leadership in a fast-paced PE-backed

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 10+ years of progressive FP&A, Corporate Finance, Strategic Finance, Commercial Finance, or related discipline.
• 5+ years of leadership experience managing FP&A, BI, or enterprise planning teams.
• Experience leading budgeting, forecasting, long-range planning, financial modeling, and scenario analysis.
• Experience preparing executive-level financial reporting, including cash flow, liquidity, lender, and covenant reporting.
• Experience partnering with executive leadership to support strategic planning, financing, and business decisions.
• Experience leading finance transformation, reporting automation, and BI initiatives.
• Experience in manufacturing, printing, eCommerce, distribution, logistics, or PE-backed environment preferred.
• MBA, CPA, CMA, or similar advanced financial designation preferred.

Responsibilities

• Lead the Annual Operating Plan (AOP), quarterly and rolling forecasts, and long-range strategic planning processes.
• Develop forecasts for revenue, EBITDA, cash flow, working capital, and other key financial metrics.
• Prepare monthly financial reporting, variance analyses, and performance reviews for executive leadership.
• Develop financial models, scenario analyses, and business cases supporting strategic initiatives and capital investments.
• Identify financial risks and opportunities and recommend actions to improve performance.
• Prepare executive, Board, and Private Equity ownership financial reporting and presentations.
• Lead lender reporting, covenant compliance, liquidity reporting, and financing package requirements.
• Oversee BI and enterprise performance reporting, dashboards, and KPI scorecards.

Skills

Financial leadership

Strategic planning

Executive communication

Data-driven decision making

Team leadership

Cross-functional collaboration

Financial modeling

Forecasting

Budgeting

Education

MBA, CPA, CMA, or similar

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

Tools

Tableau

Power BI

SQL

ERP systems

Job description

At 4over, we are committed to building a diverse and inclusive workplace welcoming to people of all backgrounds. We take pride in fostering a safe environment for all employees.

SUMMARY:

The Director of Financial Planning & Analysis (FP&A) is responsible for leading the Company's financial planning, forecasting, business intelligence, performance reporting, and strategic financial analysis functions. Reporting directly to the Vice President of Finance & Accounting, this role serves as a trusted business partner to Executive Leadership and plays a critical leadership role in driving profitable growth, improving operational performance, optimizing capital allocation, strengthening liquidity, and maximizing enterprise value.

The Director leads the Company's budgeting, forecasting, financial modeling, lender reporting, private equity reporting, business intelligence, KPI reporting, and long-range planning processes while managing the Business Intelligence & Commercial Analytics function. This individual partners closely with Sales, Marketing, Operations, Manufacturing, Product Management, IT, Human Resources, and Accounting to deliver actionable financial and operational insights that support data-driven decision making throughout the organization.

The ideal candidate combines strong financial leadership, commercial acumen, operational understanding, and business intelligence expertise within a fast-paced manufacturing, e-commerce, private equity-backed environment

Salary Range: $175,000- $220,000 annually. Compensation commensurate with experience.

At this time, we are not engaging with agencies or third-party recruiters. Thank you for your understanding.

DUTIES AND RESPONSIBILITIES

Financial Planning & Analysis

• Lead the Annual Operating Plan (AOP), quarterly and rolling forecasts, and long-range strategic planning processes.
• Develop forecasts for revenue, EBITDA, cash flow, working capital, and other key financial metrics.
• Prepare monthly financial reporting, variance analyses, and performance reviews for executive leadership.
• Develop financial models, scenario analyses, and business cases supporting strategic initiatives, pricing, capital investments, and operational improvements.
• Identify financial risks and opportunities and recommend actionable strategies to improve business performance.

Executive Leadership, Lender & Ownership Reporting

• Prepare executive, Board of Directors, and Private Equity ownership financial reporting and presentations.
• Lead lender reporting, covenant compliance, liquidity reporting, and financing package requirements.
• Serve as the finance lead for financial analyses requested by executive leadership, ownership, and lending institutions.
• Ensure timely, accurate, and consistent reporting to internal and external stakeholders.

Enterprise Performance Management & Business Intelligence

• Lead the Business Intelligence and enterprise performance reporting functions.
• Oversee executive dashboards, KPI scorecards, automated reporting, and self-service analytics.
• Partner with IT to strengthen data quality, governance, and reporting automation and enterprise analytics capabilities.
• Promote data-driven decision-making across the organization.

Commercial & Operational Finance

• Partner cross-functionally with Sales, Marketing, Manufacturing, Operations, Supply Chain, Product Management, Customer Service, and Human Resources to improve business performance.
• Evaluate customer profitability, pricing, sales productivity, product mix, margins, and growth opportunities.
• Support pricing strategies, new product evaluations, business cases, and strategic growth initiatives.

Cash Flow & Working Capital Management

• Lead enterprise cash flow forecasting, liquidity planning, and working capital analysis.
• Monitor accounts receivable, inventory, accounts payable, and cash conversion cycle performance.
• Support capital allocation decisions and identify opportunities to optimize liquidity.

Leadership & Organizational Development

• Lead, mentor, and develop the FP&A and Business Intelligence teams.
• Build scalable finance processes, analytical capabilities, and tools that support continued growth.
• Develop strong cross-functional partnerships and promote accountability across the organization.

Finance Transformation & Artificial Intelligence

• Lead continuous improvement and automation across budgeting, forecasting, financial planning, and reporting.
• Identify opportunities to leverage AI and advanced analytics to improve forecasting, decision support, and finance productivity.
• Evaluate emerging technologies and promote responsible use of AI, including appropriate governance and validation.

EXPERIENCE AND QUALIFICATIONS

EDUCATION, LICENSES, CERTIFICATIONS, EXPERIENCES:

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
• 10+ years of progressive experience in FP&A, Corporate Finance, Strategic Finance, Commercial Finance, or a related discipline.
• 5+ years of leadership experience management FP&A, Business Intelligence, or enterprise financial planning teams.
• Experience leading enterprise budgeting, forecasting, long-range planning, financial modeling, and scenario analysis.
• Experience preparing executive-level financial reporting, including cash flow, liquidity, lender, and covenant reporting.
• Experience partnering with executive leadership to support strategic planning, financing, and business decisions.
• Experience leading finance transformation, reporting automation, and Business Intelligence initiatives.
• Experience in manufacturing, printing, eCommerce, distribution, logistics, or a Private Equity-backed environment strongly preferred.
• MBA, CPA, CMA, or similar advanced financial designation preferred.

CRITICAL KNOWLEDGE, SKILLS, AND ABILITIES REQUIREMENTS

• Strong financial modeling, budgeting, forecasting, cash flow analysis, and strategic planning skills.
• Advanced proficiency in Microsoft Excel and experience developing executive-level presentations in PowerPoint.
• Experience with ERP systems, Business Intelligence platforms, and KPI/dashboard development.
• Working knowledge of Tableau, Power BI, SQL, or comparable data analytics and reporting tools.
• Strong executive presence with the ability to translate complex financial data into clear business recommendations.
• Ability to partner with and influence senior leadership through data-driven analysis and sound business judgment.
• Strong leadership skills with experience developing teams and driving accountability.
• Ability to balance detailed financial analysis with an enterprise-wide strategic perspective.
• Results-oriented and comfortable operating in a fast-paced, growth-focused environment.
• Experience with financial automation, AI, and analytics tools such as Alteryx, Snowflake, Microsoft Copilot, or ChatGPT Enterprise is a plus.

4OVER COMPANY HISTORY

4over was founded in February of 2001. What started off as creating business cards and web page designs by a husband and wife, quickly flourished. Since the company was founded, we are now a private equity owned company growing and expanding across many states. Through our 4over Core Attributes, we are committed to meeting and exceeding customer expectations, cultivating and nurturing our relationships, providing excellence and caring for others.

Health and Life Insurance-

• Medical, Dental, Vision, Life/AD&D Insurance, Disability, and Flexible Spending Accounts (FSAs) for Health Care and Dependent Care
• 4over pays 100% of the employee’s premium for his/her Basic Life/AD&D Insurance in the amount of 1x the employee's annual salary, up to $500,000
• Coverage will be effective on the 1st of the month following 1 month of continuous regular full-time employment

401(k) Retirement Plan

• New employees are eligible to enroll the first of the month, following 1 month of employment
• Semi-annual open enrollment (January 1st and July 1st)
• Discretionary employer match; typically, 50% of employee deferrals up to 6% of compensation
• Immediate Vesting

Holidays and PTO

• 9 Paid Holidays
• Accumulating PTO to be used after 90-days of continuous and active full-time service

4over is an Equal Opportunity employer. It provides equal employment opportunities to all employees and applicants for employment without regard to race, color, sex, national origin, age, religion, disability,or any other legally protected status and takes affirmative action to recruit, employ, train, and promote qualified minorities, women,covered veterans, and individuals with disabilities.