Director, Financial Planning & Analysis (FP&A)

Confluent Medical; Austin, Chattanooga (TX, TN); Hybrid; USD 180,000 - 280,000; Full time

Job summary

Confluent Medical is seeking a Director of Financial Planning & Analysis to lead corporate FP&A, budgeting, forecasting, and long-range planning. You will manage a cross-functional team, drive cost analysis, and own the company-wide reporting and KPI framework.

You will partner with the CFO and Senior Leadership to deliver insightful financial metrics, oversee BI tools (Power BI, Domo), and guide strategic decision-making across SG&A, pricing, and capital planning.

Qualifications

• Bachelor's degree in Business Administration, Accounting, or Finance required; MBA preferred.
• 10+ years experience in FP&A or Operational Finance leadership roles.
• 10+ years of people management experience.
• Strong accounting and systems skills, including Excel and PowerPoint.
• Experience with Adaptive Planning, Epicor, Power BI, and Domo are prioritized.
• Demonstrated experience leading annual budget, forecast, and long-range planning in a multi-business environment.
• Experience with M&A due diligence and post-acquisition integration.
• Executive presence and interpersonal communication skills, with well-honed influencing skills.
• Effective written, oral, and executive presentation skills.

Responsibilities

• Lead Corporate FP&A and planning, including annual budget, rolling forecast, and long-range planning.
• Own budgeting, forecasting and monthly reporting for SG&A and centralized cost centers.
• Oversee BI and reporting using Power BI and Domo; establish data governance standards.
• Lead M&A due diligence and integration planning and execution.
• Develop FP&A team through recruiting, coaching, and performance management.
• Prepare Board and Senior Leadership materials.
• Partner with senior leaders to provide value-added analysis and drive cost optimization.

Skills

Executive presence

Interpersonal communication

Time management

Project management

Analytical thinking

Problem solving

Education

Bachelor's degree in Business Administration, Accounting, or Finance

MBA preferred

Tools

Adaptive Planning

Epicor

Power BI

Domo

Job description

Director, Financial Planning & Analysis (FP&A)### Director, Financial Planning & Analysis (FP&A)Apply: Austin: Remote: Chattanooga: Full time: Posted Today: R-111752**Job Description:**The **Director, FP&A** leads Confluent's corporate financial planning and analysis function and serves as a key financial partner to the Chief Financial Officer and Senior Leadership Team. This role owns the corporate FP&A calendar, including the annual budget, monthly forecast, and long-range planning processes, and is responsible for SG&A budgeting and centralized cost accounting across the organization. The Director, FP&A also leads Commercial Finance and pricing analysis, business intelligence and reporting, owns the Company's cash flow forecasting process, and leads financial due diligence and integration for M&A activity. This position leads the corporate FP&A team and delivers value-added analysis, meaningful financial and operational metrics, and clear executive-level communication that supports insightful business decision-making. **KEY RESPONSIBILITIES** **Corporate FP&A & Planning**• Own the corporate FP&A calendar and operating rhythm, ensuring appropriate information is available for internal operating reviews and Senior Leadership/Board reporting.• Lead the Company's annual budget process, including budget guidance, timelines, tools, and templates, acting as project manager to ensure all business unit and corporate budgets are accurate, aligned, and reconcile in total.• Lead the monthly and 12-month rolling forecast process, coordinating across Finance, Operations, Supply Chain, and Commercial to deliver a cohesive, aligned company forecast.• Develop and monitor short-range (1-year) and long-range (3-5 year) strategic planning models in partnership with the CFO and Senior Leadership Team.• Prepare the monthly corporate reporting package, including consolidated financial statements, KPI reporting, variance analysis, and executive-level commentary.• Administer enterprise planning and consolidation tools, including Adaptive Planning and Epicor. **Business Intelligence & Reportin**g• Own the Company's business intelligence and reporting function, leveraging Power BI and Domo to build and maintain dashboards and self-service reporting for Finance, Operations, and Commercial stakeholders.• Establish data governance standards and consistent metric definitions across BI and reporting platforms to ensure a single source of truth for financial and operational data.• Partner with IT and business unit finance leaders to prioritize and deliver new reporting and analytics capabilities. **SG&A & Centralized Cost Accounting**• Own budgeting, forecasting, and monthly reporting for SG&A and other centralized corporate cost centers.• Lead centralized cost accounting processes, ensuring consistent cost methodology and reporting standards are applied across the organization.• Own centralized LEAN capitalized labor and overhead accounting, ensuring consistent capitalization methodology and reporting across all business units.• Partner with department leaders across the organization to monitor spending against budget and identify cost management opportunities.Commercial Finance & Pricing• Lead Commercial Finance support, partnering with Sales and Commercial leadership on quote analysis, customer profitability, revenue trends, and annual MSA price reviews• Own the Company's pricing analysis function, including price/cost bridges, margin analysis by product and customer, the Company's PSR and MPR processes, month-end price measurement, and income variance analysis. **Cash Flow Forecasting**• Own the Company's cash flow forecasting process, partnering with Treasury, Controllership, and business unit finance leaders to deliver accurate short-term and long-term cash visibility.• Set free cash flow and working capital targets in partnership with business unit leadership and monitor performance against those targets. **M&A Diligence & Integratio**n• Lead financial due diligence for M&A opportunities, including valuation models, synergy analysis, and evaluation of target company financials. Partner with CFO and Advisors on reporting, modeling, and analysis.• Lead financial integration planning and execution for completed acquisitions, coordinating with Operations, IT, Accounting, and business unit finance teams.• Lead post-acquisition synergy measurement and tracking, along with financial systems & costing integration for acquired businesses.• Provide financial modeling and analysis support for acquisitions, divestitures, new product development, and other ad hoc strategic projects. **Team & Stakeholder Leadership**• Develop the FP&A team through effective recruiting, coaching, training, and performance management.• Partner with the CEO, COO, CFO, Corporate Controller, Director of Operations Finance, and other functions to provide value-added analysis, improve processes and tools, and eliminate redundancies.• Prepare Board and Senior Leadership materials. **QUALIFICATIONS & EXPERIENCE**• Bachelor's Degree in Business Administration, Accounting, or Finance required; MBA preferred.• 10+ years experience in FP&A or Operational Finance leadership roles. 10+ years of people management experience.• Strong accounting and systems skills, including Excel and PowerPoint. Experience in Adaptive Planning, Epicor, Power BI, and Domo are prioritized.• Demonstrated experience leading annual budget, forecast, and long-range planning in a multi-business environment.• Experience with M&A due diligence and post-acquisition integration.• Executive presence and interpersonal communication skills, with well-honed influencing skills.• Effective written, oral, and executive presentation skills. Excellent time management and project management skills.• Superior analytical, problem-solving, and critical-thinking skills, with demonstrated intellectual and analytical rigor.• Proven ability to partner across multiple business functions and influence decisions without direct authority.• Ability to work autonomously in ambiguous situations with minimal oversight, managing multiple work streams.### About Us****Applying materials science to MedTech innovation.****Confluent specializes in expert design and development of large-scale manufacturing specializing in interventional catheter-based devices and implants. Our key capabilities include Nitinol components and tubing, balloon and complex catheters, high-precision polymer tubing, and implantable textiles. We operate in 8 state-of-the-art facilities across the United States and Costa Rica and currently employ over 2,000 employees. Confluent has earned the confidence of leaders in the medical device community through a proven track record of innovation, engineering, and manufacturing.Visit www.confluentmedical.com to learn more.