Director of Financial Planning and Analysis

Confidential; Sarasota (FL); On-site; USD 150,000 - 210,000; Full time

Job summary

Confidential in the United States (Sarasota area) seeks a Director of Financial Planning & Analysis to lead planning, forecasting, reporting and analytics. This role partners closely with the CFO and executives to provide actionable insights, drive operating performance, and support strategic decisions.

The ideal candidate will own the annual operating plan, monthly forecasts, and management reporting while developing deep operational analytics across diverse business units, including

Qualifications

• Bachelor's in Finance, Accounting, or related field; MBA/CPA preferred.
• 8+ years in FP&A, corporate finance, or related leadership roles.
• Strong modeling, forecasting and analytical capabilities.
• Experience with multiple business models including manufacturing, software/SaaS, service, and commercial.
• Ability to translate complex financial information into clear executive recommendations.
• Experience with ERP, CRM and BI systems; leveraging tech/AI to improve processes.
• Excellent communication, presentation and business partnering skills.
• Highly self-directed with prioritization in a fast-paced environment.

Responsibilities

• Lead FP&A, budgeting, long-range planning and rolling forecast processes.
• Prepare monthly financial reporting, dashboards, and variance analyses for senior leadership.
• Partner with business leaders to analyze performance and improve forecast accuracy.
• Develop KPIs and dashboards across manufacturing, software, service, commercial and corporate functions.
• Build financial models supporting pricing, capital allocation, products, and strategic initiatives.
• Drive continuous improvement of FP&A processes, reporting automation, and BI capabilities.
• Support M&A activities and Board-level financial presentations as required.
• Leverage ERP/CRM/BI platforms to improve reporting quality and accelerate decision-making.
• Build and mentor a high-performing FP&A team with a culture of curiosity and rigor.

Skills

Financial modeling

Forecasting

Executive presentation

Business partnering

ERP/CRM/BI

Data analysis

Education

Bachelor's degree in Finance or related

MBA or CPA preferred

Tools

ERP systems

CRM systems

BI tools

Job description

The Director of Financial Planning & Analysis is responsible for leading financial planning, forecasting, management reporting, and business analytics functions. This role partners closely with the CFO and executive leadership team to provide actionable financial insights, drive accountability for operating performance, and support strategic decision-making across the business.

The Director of FP&A owns the annual operating plan, monthly forecasting process, management reporting, and performance analysis while developing deep operational analytics across our diverse business portfolio, including manufacturing, software, service, commercial operations, and corporate functions. The ideal candidate is intellectually curious, highly analytical, and capable of moving beyond reporting to influence strategic decisions. This individual will proactively identify opportunities, challenge assumptions, and help shape the financial direction of the business through rigorous analysis and strong business partnership.

• Lead the company's annual budgeting, long-range planning, and rolling forecast processes.
• Prepare monthly financial reporting packages, executive dashboards, and variance analyses for senior leadership and ownership.
• Partner with business leaders to analyze financial performance, identify risks and opportunities, and improve operating results and forecast accuracy.
• Develop meaningful KPIs and dashboards across manufacturing, software development, customer service, commercial operations, and corporate functions.
• Build financial models supporting pricing, capital allocation, product investments, strategic initiatives, and business cases.
• Drive continuous improvement of FP&A processes, reporting automation, and business intelligence capabilities.
• Support M&A activities, strategic planning initiatives, and Board-level financial presentations as required.
• Leverage ERP, CRM, and business intelligence platforms to improve reporting quality and accelerate decision-making.
• Build and mentor a high-performing FP&A team while fostering a culture of curiosity, analytical rigor, and continuous improvement.

Qualification Requirements:

• Bachelor's degree in Finance, Accounting, or a related field required; MBA or CPA preferred.
• 8+ years of progressive experience in Financial Planning & Analysis, Corporate Finance, or a related financial leadership role.
• Strong financial modeling, forecasting, and analytical capabilities.
• Experience supporting multiple business models, including manufacturing, software/SaaS, service, and commercial organizations.
• Demonstrated ability to translate complex financial information into clear business recommendations for senior executives.
• Experience with ERP, CRM, and BI systems and a passion for leveraging technology and AI to improve financial processes.
• Excellent communication, presentation, and business partnering skills.
• Highly self-directed with the ability to prioritize multiple initiatives in a fast-paced, growth-oriented environment.