Hybrid FP&A Director: Strategy & Forecasting

Datasite; Minneapolis (MN); Hybrid; USD 142,000 - 248,000; Full time

Benefits offered by this job

Health insurance

Retirement plan

Paid time off

Employee benefits

Job summary

Datasite in Minneapolis or New York City is seeking a Director of Financial Planning & Analysis to spearhead a major FP&A area, driving budgeting, forecasting, reporting, and strategic planning. You will provide decision support to Finance leadership and cross-functional stakeholders while guiding finance teams to deliver accurate, timely insights.

This role requires a Bachelor's in finance, Economics, or related field, with MBA/CPA/CFA preferred, and 10+ years of progressive FP&A

Qualifications

• Education Bachelor's degree in finance, Accounting, Economics, or related field.
• MBA, CPA, CFA, or similar advanced credential preferred.
• Experience 10+ years of progressive Finance, FP&A, or related experience.
• Team lead or supervisory experience required.
• Experience leading FP&A teams, processes, or major planning/reporting deliverables.
• Strong experience with budgeting, forecasting, long-range planning, financial reporting, and executive-level analysis.

Responsibilities

• Lead FP&A planning, forecasting, reporting, and analysis for assigned areas or enterprise processes.
• Direct annual budget, recurring forecast, long-range planning, performance management activities.
• Communicate financial results, trends, risks, and recommendations clearly to senior leadership.
• Partner with senior leaders to evaluate financial performance, strategic priorities, investment decisions, risks, and opportunities.
• Oversee preparation of management reporting, operating reviews, executive presentations, and Board-related materials as needed.
• Lead full financial statement forecasting, including P&L, balance sheet, cash flow, covenant analysis, and key operating metrics as applicable.
• Establish planning calendars, forecast governance, reporting standards, and review processes that drive accountability and consistency.

Skills

Leadership

Stakeholder management

Executive presentation

Financial storytelling

Analytical capability

Change leadership

Education

Bachelor's degree in finance, Accounting, Economics, or related field

MBA, CPA, CFA, or similar advanced credential

Job description

Datasite in Minneapolis or New York City is seeking a Director of Financial Planning & Analysis to spearhead a major FP&A area, driving budgeting, forecasting, reporting, and strategic planning. You will provide decision support to Finance leadership and cross-functional stakeholders while guiding finance teams to deliver accurate, timely insights.

This role requires a Bachelor's in finance, Economics, or related field, with MBA/CPA/CFA preferred, and 10+ years of progressive FP&A