Senior FP&A Leader - Strategic Planning & Forecasting

Datasite; Minneapolis (MN); On-site; USD 150,000 - 190,000; Full time

Job summary

Datasite seeks a Director of Financial Planning & Analysis to lead a major FP&A area, guiding budgeting, forecasting, and executive reporting. You will drive governance, performance analytics, and strategic planning across cross-functional partners to ensure accurate, timely insights aligned to enterprise priorities.

You will oversee management reporting, partner with senior leaders on performance and investments, and mentor a high-performing FP&A team to elevate standards and automate processes

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 10+ years of progressive FP&A or finance experience.
• GAAP knowledge and internal controls 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.
• 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

Analytical thinking

Leadership

Stakeholder management

Financial storytelling

GAAP knowledge

Forecasting

Data interpretation

Education

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

Job description

Datasite seeks a Director of Financial Planning & Analysis to lead a major FP&A area, guiding budgeting, forecasting, and executive reporting. You will drive governance, performance analytics, and strategic planning across cross-functional partners to ensure accurate, timely insights aligned to enterprise priorities.

You will oversee management reporting, partner with senior leaders on performance and investments, and mentor a high-performing FP&A team to elevate standards and automate processes