Strategic FP&A Director - Remote, Margin & Growth

Case Paper; Chicago (IL); On-site; USD 135,000 - 165,000; Full time

Job summary

Case Paper is seeking a Director of Financial Planning & Analysis in Chicago, IL. The role owns budgeting, forecasting, and modelling to guide strategic investments and growth.

You will partner with sales on pricing and margin, deliver executive analyses, and build a robust KPI framework for decision support. You will lead data extraction from legacy systems, build dashboards, and support the ERP/data environment during modernization efforts.

Qualifications

• Bachelor's degree in finance, accounting, economics, or business administration.
• Eight+ years in financial planning and analysis or related fields.
• Senior-level FP&A experience in leading budgeting, forecasting, and multi-year modeling.
• Experience partnering with sales on pricing, margin, and profitability.
• Advanced Excel and ability to build analyses from scratch.
• Experience with legacy systems and translating data into defensible numbers.

Responsibilities

• Own the annual operating budget and rolling 12-month forecast (revenue, margin, expense, headcount).
• Build and maintain core financial model with scenario and sensitivity analyses.
• Lead monthly P&L analysis and variance explanations against budget/forecast.
• Partner with sales on margin performance, pricing strategy, and quote support.
• Frame multi-year financial planning and develop KPI framework for executives.
• Develop data dashboards and self-service reporting for leaders.

Skills

Budgeting

Forecasting

Financial modeling

Pricing & margin analysis

Data-driven decision support

Advanced Excel

SQL

Power BI

Remote collaboration

Education

Bachelor’s degree in finance, accounting, economics, or business administration

MBA, CPA, or CMA (preferred)

Tools

AS/400 (IBM i)

Lansa

SQL

Power BI

Job description

Case Paper is seeking a Director of Financial Planning & Analysis in Chicago, IL. The role owns budgeting, forecasting, and modelling to guide strategic investments and growth.

You will partner with sales on pricing and margin, deliver executive analyses, and build a robust KPI framework for decision support. You will lead data extraction from legacy systems, build dashboards, and support the ERP/data environment during modernization efforts.