Director of Financial Planning and Analysis

KBW Financial Staffing & Recruiting; Burlington (MA); Hybrid; USD 180,000 - 210,000; Full time

Job summary

KBW Financial Staffing & Recruiting is partnering with a publicly traded organization in Burlington, MA, seeking an experienced Director of Corporate FP&A to lead financial planning, analysis, and strategic initiatives across the business.

This highly visible leadership opportunity will work closely with executive leadership and the Board of Directors, driving global budgeting, forecasting, long-range strategic planning, and financial performance analysis.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field; MBA or CPA preferred.
• 10+ years of progressive finance experience, including at least 3 years in a leadership capacity.
• Strong corporate-level FP&A experience within a large, complex, multinational organization.
• Proven experience leading annual budgeting, forecasting, long-range planning, and executive financial reporting.
• Experience preparing materials for Board-level presentations.

Responsibilities

• Lead the annual operating plan, global budgeting and forecasting processes, and multi-year strategic financial planning.
• Partner with executive leadership and business unit leaders to provide financial guidance, actionable insights, and strategic recommendations.
• Develop and present financial reporting, performance analysis, and executive-level materials for senior leadership and the Board of Directors.
• Monitor financial performance against budgets and forecasts, identify key business drivers, and recommend opportunities for improvement.
• Collaborate with Investor Relations on quarterly earnings preparation, external financial messaging, and investor presentations.
• Build financial models and business cases supporting strategic investments, growth initiatives, and potential M&A opportunities.
• Enhance financial reporting, business intelligence, and analytical capabilities through technology, automation, and process improvements.
• Drive standardization and consistency across FP&A processes while mentoring and developing finance professionals throughout the organization.

Skills

FP&A leadership

Financial analysis

Strategic partnering

Board communication

Education

Bachelor's degree in Finance/Accounting

MBA or CPA preferred

Tools

Oracle

HFM

OneStream

Tableau

Excel

PowerPoint

Job description

Location: Burlington, MA | Hybrid – 4 Days Onsite

Employment Type: Full-Time, Direct Hire

Compensation: $180,000–$210,000 Base + Bonus + Equity

Position Overview

KBW Financial Staffing & Recruiting is partnering with a growing, publicly traded organization in Burlington, MA, seeking an experienced Director of Corporate FP&A to lead financial planning, analysis, and strategic initiatives across the business.

This highly visible leadership opportunity will work closely with executive leadership and the Board of Directors, driving global budgeting, forecasting, long-range strategic planning, and financial performance analysis. The ideal candidate brings a strong corporate FP&A background within a complex, multinational organization and the ability to influence business decisions, enhance financial processes, and develop high-performing finance teams.

Key Responsibilities

• Lead the annual operating plan, global budgeting and forecasting processes, and multi-year strategic financial planning.
• Partner with executive leadership and business unit leaders to provide financial guidance, actionable insights, and strategic recommendations.
• Develop and present financial reporting, performance analysis, and executive-level materials for senior leadership and the Board of Directors.
• Monitor financial performance against budgets and forecasts, identify key business drivers, and recommend opportunities for improvement.
• Collaborate with Investor Relations on quarterly earnings preparation, external financial messaging, and investor presentations.
• Build financial models and business cases supporting strategic investments, growth initiatives, and potential M&A opportunities.
• Enhance financial reporting, business intelligence, and analytical capabilities through technology, automation, and process improvements.
• Drive standardization and consistency across FP&A processes while mentoring and developing finance professionals throughout the organization.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field; MBA or CPA preferred.
• 10+ years of progressive finance experience, including at least 3 years in a leadership capacity.
• Strong corporate-level FP&A experience within a large, complex, multinational organization.
• Proven experience leading annual budgeting, forecasting, long-range planning, and executive financial reporting.
• Experience supporting senior leadership and preparing materials for Board-level presentations.
• Strong financial modeling, analytical, and strategic business partnering skills.
• Understanding of U.S. GAAP, SOX compliance, and internal control requirements.
• Advanced Excel and PowerPoint skills; experience with Oracle, HFM, OneStream, Tableau, or similar financial and business intelligence platforms preferred.
• Excellent communication, leadership, and interpersonal skills with the ability to influence cross-functional stakeholders.