Sr. Director, Financial Planning & Analysis

Institute of Management Accountants, Inc.; San Antonio (TX); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Health and disability insurance

Retirement savings options

Flexible spending accounts

Employee assistance programs

Educational assistance

Parental leave

Paid time off

Company paid holidays

Job summary

Institute of Management Accountants, Inc. seeks a Sr. Director of Financial Planning & Analysis to lead enterprise FP&A, overseeing budgeting, forecasting, and performance reporting to executives.

You will partner with finance leadership to ensure data integrity, transparency, and forward-looking insights across the business while shaping multi-dimensional P&L frameworks and scenario planning. The role focuses on governance, automation, and AI-assisted analytics to improve efficiency and provide

Qualifications

• 15+ years FP&A/strategic finance experience; manufacturing or integrated ERP (SAP incl. BPC and SAC) preferred
• 5+ years in leadership/people management
• Bachelor degree in Accounting, Finance, or Economics
• MBA or CPA/CMA/CFA preferred
• Proven ability to influence executive stakeholders in a fast paced, matrixed environment
• Strong financial modeling, price/volume/mix analysis, and BI exposure

Responsibilities

• Lead enterprise budgeting, quarterly rolling forecast, and long range planning processes
• Standardize planning assumptions, methodologies, and calendars
• Ensure accuracy and transparency of forecasts across volume, revenue, cost, margin, and cash flow
• Deliver enterprise performance reporting and prepare materials for ELT, Board, and investors
• Develop and maintain multi dimensional P&L framework (Product Category, Channel, Platform, Plant)
• Lead scenario modeling, sensitivity analysis, and stress testing for strategic planning
• Provide financial modeling for evaluating initiatives, capex, and M&A
• Own forecast governance and data integrity in collaboration with Accounting/Controllership
• Ensure alignment between actuals, forecasts, and reported outcomes; oversee external reporting/covenants
• Drive FP&A system improvements, automation, and data quality; sponsor AI initiatives
• Build and lead the FP&A organization; foster accountability and continuous learning
• Develop functional roles and ensure best in class output

Skills

Leadership

Stakeholder management

Communication

Advanced financial modeling

SAP

SAP BPC

Education

Bachelor degree in Accounting, Finance, or Economics

MBA or CPA/CMA/CFA preferred

Tools

SAP

SAP BPC

SAC

Job description

Sr. Director, Financial Planning & Analysis

Overview

In this role you will lead enterprise FP&A, guiding budgeting, forecasting, and performance reporting to support executive decision making. You will partner with finance leadership to ensure data integrity, transparency, and forward looking insights across the business. You will shape multi dimensional P&L frameworks, scenario planning, and capital allocation to drive value creation. This position offers strategic influence across Commercial, Operations, Supply Chain, and Corporate functions, with a focus on scaling processes and analytics. You'll work in a fast paced environment, championing governance, automation, and AI assisted analytics to improve efficiency and insight.

Compensation / Benefits

• health and disability insurance
• retirement savings options
• flexible spending accounts
• employee assistance programs
• educational assistance
• parental leave','paid time off','company paid holidays

Responsibilities

• Lead enterprise budgeting, quarterly rolling forecast, and long range planning processes
• Standardize planning assumptions, methodologies, and calendars
• Ensure accuracy and transparency of forecasts across volume, revenue, cost, margin, and cash flow
• Deliver enterprise performance reporting and prepare materials for ELT, Board, and investors
• Develop and maintain multi dimensional P&L framework (Product Category, Channel, Platform, Plant)
• Lead scenario modeling, sensitivity analysis, and stress testing for strategic planning
• Provide financial modeling for evaluating initiatives, capex, and M&A
• Own forecast governance and data integrity in collaboration with Accounting/Controllership
• Ensure alignment between actuals, forecasts, and reported outcomes; oversee external reporting/covenants
• Drive FP&A system improvements, automation, and data quality; sponsor AI initiatives
• Build and lead the FP&A organization; foster accountability and continuous learning
• Develop functional roles and ensure best in class output

Key requirements

• Bachelor degree in Accounting, Finance, or Economics; MBA or CPA/CMA/CFA preferred
• 15+ years FP&A/strategic finance experience; manufacturing or integrated ERP (SAP incl. BPC and SAC) preferred
• 5+ years in leadership/people management
• Proven ability to influence executive stakeholders in a fast paced, matrixed environment
• Strong financial modeling, price/volume/mix analysis, and BI exposure

• stakeholder management
• communication
• leadership
• Advanced financial modeling
• SAP
• SAP BPC