Senior FP&A Director: Strategy, Forecasting & Insights

Sherpany AG; Minneapolis (MN); On-site; USD 142,000 - 248,000; Full time

Job summary

Datasite seeks a Director, Financial Planning & Analysis to lead budgeting, forecasting, management reporting, and strategic planning for a major FP&A area. You will provide financial leadership and partner with senior leaders across finance and operations to align priorities and drive performance.

The role requires 10+ years in finance/FP&A with GAAP knowledge and proven leadership of FP&A teams, processes, and planning deliverables. Strong communication and analytical skills are essential.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• MBA, CPA, CFA, or similar advanced credential preferred.

Responsibilities

• Oversee preparation of management reporting, operating reviews, executive presentations, and Board-related materials as needed.
• 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.
• Review complex financial models, scenario analyses, and business cases to support leadership decisions.
• Partner with Finance and cross-functional teams to improve forecast accuracy, data integrity, planning discipline, and financial insight.
• Direct annual budget, recurring forecast, long-range planning, and performance management activities.
• Establish planning calendars, forecast governance, reporting standards, and review processes that drive accountability and consistency.
• Lead full financial statement forecasting, including P&L, balance sheet, cash flow, covenant analysis, and key operating metrics as applicable.
• Lead FP&A planning, forecasting, reporting, and analysis for assigned areas or enterprise processes.
• Guide managers and analysts to ensure high-quality budgeting, forecasting, analysis, reporting, and business communication.
• Identify and sponsor process improvements, workflow enhancements, reporting automation, and financial systems improvements.
• Develop FP&A talent, strengthen team capabilities, and promote consistent analytical standards.

Skills

FP&A leadership

Budgeting

Forecasting

Financial analysis

Executive presentation

Cross-functional partner

Education

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

MBA, CPA, CFA, or similar advanced credential preferred

Tools

Job description

Datasite seeks a Director, Financial Planning & Analysis to lead budgeting, forecasting, management reporting, and strategic planning for a major FP&A area. You will provide financial leadership and partner with senior leaders across finance and operations to align priorities and drive performance.

The role requires 10+ years in finance/FP&A with GAAP knowledge and proven leadership of FP&A teams, processes, and planning deliverables. Strong communication and analytical skills are essential.