Director - FP&A

PTC; Pennsylvania; Hybrid; USD 160,000 - 210,000; Full time

Benefits offered by this job

Free Healthcare

HSA option

Dental

Vision

Life Insurance

Dependent & Spouse Life Insurance

Long Term Disability

Cancer & Critical illness coverage

401K with company match

Referral Bonus

Scholarship program

Job summary

PTC is seeking a Dir. of FP&A to lead financial planning, forecasting, reporting, and performance analysis.

You will partner with cross-functional leadership including Accounting, Sales, and Operations to improve profitability, strengthen controls, and provide strategic financial guidance. The role leads FP&A and Pricing teams, oversees budgeting and forecasting processes, analyzes variances, and delivers executive-level insights to drive business decisions and capital investments across

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field is required.
• Ten or more years of progressive experience in Accounting, Finance, or FP&A, including team leadership.
• Experience directly managing FP&A teams is preferred.
• Manufacturing experience strongly preferred.
• Oracle or comparable ERP experience is preferred; experience with planning/reporting tools is a plus.

Responsibilities

• Serve as a strategic finance partner to leadership by delivering accurate reporting and actionable insights.
• Lead and develop the FP&A and Pricing teams; set priorities and ensure high-quality deliverables.
• Oversee annual budgeting, forecasts, and long-range planning; communicate risks and opportunities.
• Analyze actuals vs budgets/forecasts; explain drivers and drive performance improvements.
• Prepare executive-level analyses and management reporting; monitor KPIs including plant performance and cash flow.
• Develop financial models for capital investments and strategic initiatives; support ROI analyses.
• Support pricing decisions and product profitability through pricing governance and cost studies.
• Collaborate with Accounting on month-end close and ensure timely financial reporting.

Skills

FP&A leadership

Financial analysis

Budgeting

Forecasting

Management reporting

Education

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

Tools

Oracle

Hyperion

Power BI

Excel

PowerPoint

JD Edwards

Job description

# Director - FP&AHot JobCORPORATE - Wexford, PA 15090## OverviewJob ShiftDay## Description***PTC is a leading manufacturer and marketer of welded and cold drawn mechanical steel tubing and tubular shapes, plated bar and tubing, and fabricated parts and precision components.*****We at PTC value our employees’ health and wellness. We offer the following:*** **FREE Healthcare*** **HSA option*** **Dental*** **Vision*** **Life Insurance*** **Dependent & Spouse Life Insurance*** **Long Term Disability*** **Cancer & Critical accident coverage*** **401K plan with company match*** **Referral Bonus*** **Annual college scholarship available for children & grandchildren of PTC Alliance employees*** **Tuition** ***Reimbursement eligibility*****Job Summary**The Director of Financial Planning & Analysis (FP&A) leads the company’s financial planning, forecasting, management reporting, and performance analysis activities and serves as a strategic business partner to company, functional, and plant leadership. This role leads the FP&A and Pricing teams and provides decision support through financial and operational analysis, budgeting and forecasting, variance and margin analysis, key performance indicators, pricing oversight, working capital and cash flow analysis, and capital investment evaluation. The Director partners closely with Accounting, Sales, and Operations to improve profitability, strengthen financial processes and controls, enhance reporting and data quality, and translate business results into clear recommendations and actions. This position reports directly to the Chief Financial Officer.**Essential Duties and Responsibilities*** Serve as a strategic business partner to company, functional, and plant leadership by providing accurate, timely reporting and actionable financial insights.* Lead, manage, coach, and develop the Financial Planning & Analysis and Pricing teams; establish priorities, clarify accountability, and ensure timely, high-quality deliverables.* Lead the annual budgeting process, periodic forecasts, and longer-range planning, including development and communication of key assumptions, risks, and opportunities.* Analyze actual results against budget, forecast, and prior periods; explain key drivers and recommend actions to improve performance.* Prepare clear, credible financial analyses and executive-level reporting that support informed decision-making and business improvement.* Establish, monitor, and analyze key financial and operational performance indicators, with particular focus on plant performance, profitability, working capital, and cash flow.* Partner with the Accounting team during the month-end close process to validate results, resolve issues, and ensure accurate and timely management reporting.* Develop financial models and return-on-investment analyses for capital expenditures, strategic initiatives, and other investment decisions; support post-investment performance reviews.* Prepare product, customer, and cost studies to support commercial growth, pricing decisions, and margin improvement initiatives.* Partner with Sales and Operations to establish product pricing, evaluate commercial opportunities, and maintain appropriate pricing processes and controls.* Identify and implement process improvements, automation, and reporting efficiencies using available technology while strengthening data quality and financial controls.* Perform ad hoc reporting and analysis and lead special projects as requested.The incumbent is expected to understand that all employees have a shared responsibility for the quality of products and related services provided to our customers. Duties and responsibilities are to be carried out in accordance with the PTC Quality Management System and its policies, procedures and work instructions as applicable to the job or function being performed.## Qualifications**Minimum Education and/or Experience Requirements:*** Bachelor’s degree in Accounting, Finance, or a related field is required.* Ten or more years of progressive experience in Accounting, Finance, or Financial Planning & Analysis, including experience leading teams or major cross-functional initiatives.* Prior experience directly managing and developing an FP&A team is preferred.* Manufacturing experience is strongly preferred.* Oracle or comparable ERP experience is preferred; experience with enterprise planning and reporting tools is a plus.**Preferred Qualifications*** Demonstrated ability to lead, coach, and develop a team while managing multiple priorities and deliverables.* Ability to communicate complex financial information clearly and concisely to stakeholders at all levels of the organization.* Strong knowledge of general accounting, management reporting, financial analysis, budgeting and forecasting, and internal controls.* Ability to develop sound assumptions, identify trends and business drivers, and draw conclusions from incomplete or ambiguous data.* Strong problem-solving, analytical, financial modeling, and decision-support skills.* Ability to exercise sound judgment, manage competing assignments, and prioritize projects effectively with minimal supervision.* Demonstrated leadership, business partnership, and continuous-improvement mindset.* Ability to work effectively in a fast-paced, changing environment and collaborate across functions and operating locations.* Advanced Microsoft Excel and PowerPoint skills are required; Oracle, Hyperion, Power BI, or comparable analytics and planning-tool experience is preferred.**Number of Direct Reports:** 7**Work Environment:**The work environment is primarily in an office setting although there the incumbent will be required to visit company/customer locations which will likely include manufacturing operations.**Skills and Abilities:**To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Time Management - A candidate will be required to have the ability to effectively manage time and resources. Ability to set priorities and manage a variety of job responsibilities effectively. • Critical Thinking - They will need to possess excellent analytical skills and be able to employ effective tools to resolve problems, overcome challenges, and develop opportunities toward resolution. • Professionalism - The Incumbent in this position will conduct himself/herself with the highest of integrity. They will work independently and interact with customers and colleagues in a professional manner. They will manage their use of company resources in a prudent and efficient manner. • Mathematical Skills - Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, weight per foot, margins, and costs. Employee must have the ability to apply concepts of basic algebra and geometry. • Computer Skills – Ability to use the Microsoft Suite with emphasis in Excel, as well as strong experience with ERP and pricing systems (e.g., SAP, Oracle, JD Edwards) to support quoting, price governance, margin analysis, and price realization. • Communication Skills – They will have clear and concise communication skills in preparation for interactions with fellow team members and communicating with customers.