FP&A Director: Strategy, Forecasting & Reporting

TransImpact, LLC; Cleveland (OH); Hybrid; USD 140,000 - 190,000; Full time

Job summary

TransImpact, LLC is seeking a Financial Planning & Analysis Director to set direction and manage budgeting, reporting, forecasting, and profitability analysis. You will lead KPI tracking, finance Power BI reports, and partner with executives to guide strategic decisions.

The role requires a senior FP&A leader with a strong budgeting mindset, advanced Excel skills, ERP experience, and the ability to build a best-in-class FP&A function in a fast-paced environment.

Qualifications

• Bachelor’s degree in accounting is required.
• CPA certification is preferred.
• 10+ years FP&A, corporate finance or business analytics in fast-paced environments.
• Proven ability to generate insights and strategic options from financial analysis.
• Strong budgeting/forecasting, reporting, and modeling skills.
• Experience building an FP&A function for a growing organization.
• Proficient with ERPs and planning/b budgeting tools; advanced Excel skills.
• Excellent written/verbal communication and collaboration.

Responsibilities

• Own budgeting, reporting, forecasting, and profitability analysis.
• Track KPIs including sales performance and financial metrics.
• Manage Power BI reports for finance with accuracy.
• Lead discussions with executives to interpret results and drive decisions.
• Develop monthly reporting workbook and board slides.
• Lead strategic planning and budgeting with cross-functional leaders.
• Oversee monthly P&L, balance sheet, and cash flow forecasting.
• Develop and grow the finance team’s capabilities.
• Oversee commissions calculations and payments.
• Execute special analyses and present recommendations to senior management.

Skills

Budgeting and forecasting

Management reporting

Financial analytics

Financial modeling

Strong communication

Collaborative

Leadership

Education

Bachelor’s degree in accounting

CPA certification preferred

Tools

ERP systems

Planning, Budgeting & Forecasting tools

Advanced Excel

Job description

TransImpact, LLC is seeking a Financial Planning & Analysis Director to set direction and manage budgeting, reporting, forecasting, and profitability analysis. You will lead KPI tracking, finance Power BI reports, and partner with executives to guide strategic decisions.

The role requires a senior FP&A leader with a strong budgeting mindset, advanced Excel skills, ERP experience, and the ability to build a best-in-class FP&A function in a fast-paced environment.