Director, Financial Planning & Analysis

SwagUp; Woodinville (WA); Hybrid; USD 185,000 - 215,000; Full time

Benefits offered by this job

Robust PTO

Paid volunteer day

Holidays and summer Fridays

Medical, dental, vision, life, AD&D

Job summary

BDA Inc. in Woodinville, WA is seeking an experienced finance leader to drive FP&A, planning, forecasting, and performance analysis across a fast-moving, global organization.

You will partner with senior leaders, simplify complex data, and coach a high-performing finance team while supporting acquisitions, cost optimization, and new business opportunities. This role is hybrid, onsite four days a week with one day remote.

Qualifications

• 10+ years finance experience in a large-scale, multi-location environment.
• Minimum of 5 years in a financial planning and analysis role at a manager level.
• Ability to engage cross-functionally to provide insights, influence and outcomes to improve business performance.
• Strong knowledge of finance and analytical acumen for decision making.
• Lead a team with financial modeling skills and staff development.

Responsibilities

• Lead FP&A processes: annual planning, forecasts, cash flow and balance sheet analysis.
• Report financial results to business leaders and develop performance metrics.
• Support acquisitions, cost optimization, and process improvements.
• Prepare senior management presentations and influence cross-functional partners.
• Analyze performance vs competitors and drive actionable insights.

Skills

Financial analysis

Forecasting

Financial modeling

Cross-functional collaboration

Leadership

Communication

Education

Bachelor's degree in business administration, finance or economics

MBA preferred

Job description

Most companies claim to have the best people. We say to them, "Keep dreaming." Our people are second to none. They set us apart with their entrepreneurial spirit and ambition. They come to us from the likes of Amazon, Microsoft, Nordstrom, Starbucks and the sports world, bringing energy, bold ideas and a willingness to dive into the unfamiliar. It's our people that make BDA the top global Merchandise Agency to work for.

Location: Woodinville, WA

• This role is based in Woodinville, WA and requires you to work onsite 4 days per week, with 1 day remote.
• To be considered, you must live within commuting distance, as regular in-person collaboration is a key part of the role.

Job Summary

We are looking for an experienced finance leader who can turn complex financial and operational data into meaningful business insights and action. This role will serve as a strategic partner to business leaders across BDA, helping guide financial performance, forecasting, investment decisions, business development opportunities, and ongoing operational improvements.

Operating within a fast-moving, global organization, this leader will have visibility across multiple areas of the business and play an important role in helping leaders understand what is driving performance, where opportunities or risks exist, and what actions can improve results. The role will lead key FP&A processes, including annual planning, recurring forecasts, cash flow and balance sheet analysis, financial modeling, and performance measurement, while also supporting broader initiatives such as acquisitions, cost optimization, process improvements, and new business opportunities.

Beyond the numbers, we are looking for a leader who can simplify complexity, influence decisions, build strong cross-functional partnerships, and develop a high-performing finance team.

DUTIES & RESPONSIBILITIES

• On-going projects (financial/business process improvement, cost reduction, acquisitions/divestitures,) etc.
• Report business unit financial results to business leaders
• Analyze operational and financial performance
• Short-range financial performance forecasting
• Manage annual and recurring forecast processes
• New client business development analysis, support and success measurement
• Capital investment forecast and analysis
• Balance sheet and Cash Flow forecast and analysis
• Develop and analyze key operational and financial performance metrics
• Staff management and development
• Prepare and deliver senior management presentations
• Analyzing overall performance in the marketplace versus our competitors
• Other job duties and projects as assigned

QUALIFICATIONS

• Minimum 10 years finance experience working in a large-scale, complex, multi-location, multi-product
• international business environment
• Minimum of 5 years in a financial planning and analysis role at a manager level
• Ability to engage cross-functionally to provides insights, influence and outcomes to improve business performance
• Strong knowledge of finance
• Ability to dive deep, analyze and summarize information to enable effective decision-making
• Skilled with retrieving and manipulating large amounts of data for analysis and reporting
• Demonstrated success in working cross-functionally to plan and execute annual budgets and recurring forecasts
• Lead a team with excellent financial modeling skills
• Excellent presentation and communication skills
• Staff coaching and mentoring experience
• Financial/business process improvement
• Bachelor's degree in business administration, finance or economics
• MBA Preferred

Why This Role?

• Influence meaningful business decisions. Partner directly with senior and business leaders, using financial insights to help shape investments, priorities, growth opportunities, and overall business performance.
• Gain broad exposure across a complex global business. Work across business units, functions, clients, and strategic initiatives rather than being limited to one narrow area of finance.
• Help build what’s next. Play an active role in improving financial processes, forecasting capabilities, performance metrics, and decision-making as BDA continues to evolve and grow.
• Lead and develop talent. Build the strength of the FP&A function by coaching and developing a team while raising the level of financial insight and partnership across the organization.

Why BDA?

BDA is a place where creativity, partnership, and customer care come together. For more than 40 years, we have helped some of the world’s most recognized brands create memorable experiences through branded merchandise, gifting, and custom programs. We are proud of the work we do, the relationships we build, and the people behind it all. At BDA, you will find a team that values collaboration, innovation, and a “get it done” mindset — while still making space for creativity, growth, and meaningful impact.

Our Core Values:

• BDA is a Team and a Family
• Always Strive to Be The Best
• Entrepreneurial Spirit
• Tigger Attitude
• Work Hard, Play Hard
• Make It Happen the Best Way
• Total Client Affinity & Advocacy

Want to learn more? So much to explore

• BDA Instagram: https://www.instagram.com/bda_inc/
• Harper + Scott (a BDA company): https://www.harperandscott.com/ https://www.instagram.com/harperandscott/
• swagup (a BDA company) end-to-end Merch Ecommerce site: https://www.swagup.com/
• Idea Planet (a BDA company): https://www.ideaplanetlp.com/about
• BDA Careers Page: https://www.bdainc.com/careers/
• LinkedIn – BDA page: https://www.linkedin.com/company/bdainc/

#LI-AH1
#LI-Hybrid

We are pleased to share the base salary range for this position is $185,000 to $215,000. If you are hired at BDA, your compensation will be determined based on factors that may include geographic location, skills, education, and experience. In addition to these factors, we believe in the importance of pay equity and consider internal equity of our current team members as a part of any offer. In the spirit of pay transparency, the range listed is the full base salary range for the role and hiring at the top of the range would not be typical, in order to allow for future salary growth. The range listed is just one component of BDA’s total compensation and rewards programs, which includes: robust PTO; vacation, a paid volunteer day, holidays and summer Fridays, Benefits; medical, dental, vision, life, and AD&D insurance, 401k; tuition reimbursement, mental health and financial wellness programs and professional development opportunities including tuition reimbursement. Certain revenue-generating positions may be eligible for incentive compensation.

BDA is more than a workplace - it’s a family. For more than four decades we’ve promoted a vibrant and welcoming culture that not only accepts but demands you to be different. The quirky, the bold, the creative and the unique make up the foundation of a company that the most iconic brands in the world look to help tell their story through the power of merchandise.

BDA Inc. is an Equal Opportunity Employer. We are committed to creating an inclusive workplace and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by federal, state, or local law.

Must be 18 years or older to apply.