Director of Financial Planning and Analysis

The Keller Group; Phoenix (AZ); On-site; USD 160,000 - 175,000; Full time

Job summary

The Keller Group seeks a Director of Financial Planning & Analysis to serve as a strategic partner to the CFO. This hands-on leadership role will lead the FP&A function, manage a small team, and drive budgeting, forecasting, pricing strategy, and performance insights across the organization.

You will translate data into actionable insights, partnering with executives and sales leadership to guide strategic decision-making in a fast-moving environment.

Qualifications

• Bachelor’s degree in Finance, Accounting or related field; MBA is preferred.
• CPA or CMA credentials strongly preferred.
• 5+ years in FP&A, operations finance, or managerial accounting with leadership experience.

Responsibilities

• Lead budgeting, forecasting and long-range planning for the company.
• Partner with CFO on financial strategy, cash flow forecasting and reporting.
• Manage and develop a team of FP&A professionals.
• Provide financial analysis and insights to functional leaders for decision-making.
• Collaborate with sales on pricing strategy, models and margin analysis.
• Analyze product, customer, and operations profitability and advise leadership.
• Support month/quarter/year-end close processes and MD&A-style analysis.
• Oversee capital budgeting and cost management activities.
• Develop and improve financial models, tools, and reporting systems.

Skills

Leadership

Financial modeling

Forecasting

Pricing analysis

Business analysis

Team development

Communication

Education

Bachelor’s degree (Finance/Accounting)

MBA preferred

CPA/CMA preferred

Job description

Overview

We’re partnering with a growing organization seeking a Director of Financial Planning & Analysis to serve as a key strategic partner to the CFO. This role will lead the FP&A function, manage a small team, and play a critical role in driving budgeting, forecasting, pricing strategy, and business performance insights across the organization.

This is a hands‑on leadership role for someone who enjoys translating data into actionable insights, partnering closely with executive and sales leadership, and helping guide strategic decision‑making in a fast‑moving environment.

What You’ll Be Doing

• Lead company‑wide budgeting, forecasting, and long‑range planning efforts
• Partner directly with the CFO on financial strategy, cash flow forecasting, and performance reporting
• Manage and develop a team of FP&A professionals
• Provide financial analysis and insights to functional leaders to support sound business decisions
• Partner closely with sales leadership on pricing strategy, models, and margin analysis
• Analyze product, customer, and operational profitability and present recommendations to leadership
• Support month‑end, quarter‑end, and year‑end close processes, including management reporting and MD&A‑style analysis
• Oversee operational, manufacturing, and capital budgeting
• Develop and improve financial models, tools, and systems to enhance reporting and decision‑making
• Drive strategic initiatives related to growth, cost optimization, sourcing, and investment decisions
• Ensure timely and accurate internal and external financial reporting

What We’re Looking For

• Bachelor’s degree in Finance, Accounting, or a related field (MBA preferred)
• CPA or CMA strongly preferred
• 5+ years of progressive experience in FP&A, operational finance, or managerial accounting
• Proven experience leading and developing teams
• Strong background in financial modeling, forecasting, and business analysis
• Experience with standard costing and pricing analysis preferred
• Ability to adapt to changing priorities and thrive in a fast‑paced environment
• Strong communication skills with the ability to influence and partner across functions
• High level of ownership, curiosity, and commitment to continuous improvement

Why This Role

• Direct visibility and partnership with executive leadership
• Opportunity to influence strategy, pricing, and growth decisions
• Leadership role with meaningful impact across the business
• Competitive compensation with bonus potential

Compensation

Base pay range: $160,000.00/yr - $175,000.00/yr
Additional compensation types: Annual Bonus