Director of Financial Planning & Analysis

Employee Relations Associates, Inc.; Charlotte (NC); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Performance-based bonus

Comprehensive benefits (medical,Dental

401(k) matching and paid time off

Job summary

TalentBridge is partnering with a well-established organization in Charlotte, NC, to recruit a hands-on Director of Financial Planning & Analysis. This leadership role oversees budgeting, rolling forecasts, reporting, and strategic analysis to drive financial performance.

The ideal candidate will have advanced financial modeling skills, experience leading analysts, and a track record of leveraging automation, BI tools like Power BI or Tableau, and ERP platforms to improve planning processes.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Data Analytics, or a related field required.
• 7-10+ years of FP&A, corporate finance, or financial analysis experience.
• Demonstrated experience leading budgeting, forecasting, financial reporting, and variance analysis.
• Advanced financial modeling skills and ability to build complex models from scratch.
• Experience mentoring financial analysts with hands-on leadership.
• Strong ability to translate data into actionable insights for senior leadership.
• Advanced Excel and experience with ERP systems, FP platforms, and BI tools.

Responsibilities

• Lead annual budgeting, rolling forecasts, and long-range FP&A planning with business leaders.
• Develop and maintain complex financial models including driver-based forecasts and ROI evaluations.
• Oversee monthly reporting, variance analysis, KPI tracking, and executive reporting.
• Analyze revenue, profitability, expenses, and key drivers to identify risks and opportunities.
• Partner with cross-functional leaders to provide financial insights for decisions.
• Drive forecasting and reporting improvements through automation and analytics.
• Collaborate with IT and Finance Systems to enhance data integrity and reporting capabilities.
• Lead, mentor, and develop financial analysts.

Education

Bachelor's degree in Finance, Accounting, Business, Data Analytics, or related field

MBA, CPA, CFA or other advanced credentials preferred

Tools

ERP systems

Power BI

Tableau

SQL

Advanced Microsoft Excel

Automation technologies

Job description

Director of Financial Planning & Analysis

Job Description

Director of Financial Planning & Analysis

TalentBridge is partnering with a well-established, industry-leading organization in Charlotte, NC, to identify a dynamic and hands-on Director of Financial Planning & Analysis (FP&A) to lead financial planning, forecasting, reporting, and strategic analysis.

This is an exciting opportunity for a finance leader who enjoys balancing strategic decision-making with hands-on financial analysis. The Director will play a critical role in driving financial performance, enhancing reporting capabilities, and providing actionable insights to executive leadership.

The ideal candidate brings strong financial modeling expertise, a passion for process improvement and technology, and the ability to lead and develop talent while remaining actively involved in day-to-day FP&A activities.

Key Responsibilities

Lead the annual budgeting process, rolling forecasts, and long-range financial planning initiatives, partnering with business leaders to align financial objectives with organizational goals.

Develop and maintain complex financial models, including driver-based forecasts, scenario planning, sensitivity analyses, and ROI evaluations.

Oversee monthly financial reporting, variance analysis, KPI tracking, and performance reporting for executive leadership.

Analyze revenue trends, profitability, operating expenses, customer economics, and key business drivers to identify risks, opportunities, and areas for improvement.

Serve as a strategic finance partner to cross-functional leadership, providing financial insights and recommendations to support business decisions.

Drive improvements in forecasting, reporting, and financial planning through automation, business intelligence tools, and advanced analytics.

Partner with IT, Finance Systems, and other departments to enhance financial systems, data integrity, and reporting capabilities.

Lead, mentor, and develop financial analysts while fostering accountability, collaboration, and continuous improvement.

Qualifications & Experience

Bachelor's degree in Finance, Accounting, Business, Data Analytics, or a related field required.

7-10+ years of progressive experience in FP&A, corporate finance, strategic finance, or financial analysis.

Demonstrated experience leading budgeting, forecasting, financial reporting, and variance analysis processes.

Advanced financial modeling skills, including the ability to build and maintain sophisticated models from the ground up.

Experience managing or mentoring financial analysts with a hands-on, collaborative leadership approach.

Strong understanding of financial and operational performance drivers, with the ability to translate complex data into actionable business insights.

Advanced Microsoft Excel skills and experience working with ERP systems, financial planning platforms, and reporting tools.

Exposure to Power BI, Tableau, SQL, automation technologies, or AI-enabled financial tools preferred.

MBA, CPA, CFA, or other relevant advanced credentials preferred.

Excellent communication, analytical, and problem-solving skills with the ability to influence and partner with senior leadership.

Why Consider This Opportunity?

Join a highly respected, established organization with a strong reputation and continued growth.

High-visibility leadership position with direct exposure to executive management.

Opportunity to shape and enhance the organization's FP&A function through technology, automation, and improved financial processes.

Unique combination of strategic leadership and hands on financial ownership.

Collaborative environment with opportunities to influence financial strategy and business performance.

Competitive compensation package, performance-based bonus opportunities, and comprehensive benefits, including medical, dental, vision, 401(k) matching, and paid time off.

Professional development opportunities and access to exceptional on-site corporate amenities.

If you are a strategic, hands-on FP&A leader who enjoys turning financial data into meaningful business insights and driving organizational performance, we would love to connect!

Director of Financial Planning & Analysis

TalentBridge is partnering with a well-established, industry-leading organization in Charlotte, NC, to identify a dynamic and hands-on Director of Financial Planning & Analysis (FP&A) to lead financial planning, forecasting, reporting, and strategic analysis.

This is an exciting opportunity for a finance leader who enjoys balancing strategic decision-making with hands-on financial analysis. The Director will play a critical role in driving financial performance, enhancing reporting capabilities, and providing actionable insights to executive leadership.

The ideal candidate brings strong financial modeling expertise, a passion for process improvement and technology, and the ability to lead and develop talent while remaining actively involved in day-to-day FP&A activities.

Key Responsibilities

• Lead the annual budgeting process, rolling forecasts, and long-range financial planning initiatives, partnering with business leaders to align financial objectives with organizational goals.

• Develop and maintain complex financial models, including driver-based forecasts, scenario planning, sensitivity analyses, and ROI evaluations.

• Oversee monthly financial reporting, variance analysis, KPI tracking, and performance reporting for executive leadership.

• Analyze revenue trends, profitability, operating expenses, customer economics, and key business drivers to identify risks, opportunities, and areas for improvement.

• Serve as a strategic finance partner to cross-functional leadership, providing financial insights and recommendations to support business decisions.

• Drive improvements in forecasting, reporting, and financial planning through automation, business intelligence tools, and advanced analytics.

• Partner with IT, Finance Systems, and other departments to enhance financial systems, data integrity, and reporting capabilities.

• Lead, mentor, and develop financial analysts while fostering accountability, collaboration, and continuous improvement.

Qualifications & Experience

• Bachelor's degree in Finance, Accounting, Business, Data Analytics, or a related field required.

• 7-10+ years of progressive experience in FP&A, corporate finance, strategic finance, or financial analysis.

• Demonstrated experience leading budgeting, forecasting, financial reporting, and variance analysis processes.

• Advanced financial modeling skills, including the ability to build and maintain sophisticated models from the ground up.

• Experience managing or mentoring financial analysts with a hands‑on, collaborative leadership approach.

• Strong understanding of financial and operational performance drivers, with the ability to translate complex data into actionable business insights.

• Advanced Microsoft Excel skills and experience working with ERP systems, financial planning platforms, and reporting tools.

• Exposure to Power BI, Tableau, SQL, automation technologies, or AI-enabled financial tools preferred.

• MBA, CPA, CFA, or other relevant advanced credentials preferred.

• Excellent communication, analytical, and problem-solving skills with the ability to influence and partner with senior leadership.

Why Consider This Opportunity?

• Join a highly respected, established organization with a strong reputation and continued growth.

• High-visibility leadership position with direct exposure to executive management.

• Opportunity to shape and enhance the organization's FP&A function through technology, automation, and improved financial processes.

• Unique combination of strategic leadership and hands‑on financial ownership.

• Collaborative environment with opportunities to influence financial strategy and business performance.

• Competitive compensation package, performance-based bonus opportunities, and comprehensive benefits, including medical, dental, vision, 401(k) matching, and paid time off.

• Professional development opportunities and access to exceptional on-site corporate amenities.

If you are a strategic, hands‑on FP&A leader who enjoys turning financial data into meaningful business insights and driving organizational performance, we would love to connect!

TalentBridge employees are eligible for many benefit offerings such as medical, dental, vision, life insurance, short term disability, 401(k) and holiday pay!