Director - Financial Planning, Analysis & Data

Director - Financial Planning, Analysis & Data

Job Code
FIPA01

FLSA Status
Exempt

Position Summary

The Director - Financial Planning, Analysis & Data leads the organization’s financial planning, forecasting, business intelligence, and data-driven decision support functions. This role is responsible for transforming financial, operational, market, and competitive data into actionable insights that support executive decision-making, strategic planning, resource allocation, and business performance improvement.

This position oversees the development of financial models, dashboards, recurring reports, analytical tools, and data processes while ensuring accuracy, consistency, and usability across the organization. The Director partners closely with senior leadership and cross-functional stakeholders to identify trends, evaluate performance, assess market opportunities, and recommend actions that improve financial and operational outcomes.

Key Responsibilities

• Lead annual budgeting, forecasting, long-range planning, and financial analysis processes.
• Develop and maintain advanced financial models, including integrated income statement, balance sheet, and cash flow models, to evaluate business performance, investment decisions, pricing, growth opportunities, capital allocation, and strategic initiatives.
• Perform scenario, sensitivity, and stress-test analyses to assess key business drivers, quantify financial risks and opportunities, evaluate alternative outcomes, and support management decision-making.

• Analyze financial results, key performance indicators, variances, and trends to identify risks, opportunities, and recommended actions.

• Prepare standard and custom financial reports, executive summaries, presentations, and decision-support materials for executives, managers, clients, and other stakeholders.

• Produce financial, operational, market, and competitive intelligence by querying internal and external data sources.

• Design, maintain, and improve dashboards, reporting tools, databases, spreadsheets, templates, and reusable knowledge assets.

• Identify data patterns, trends, and anomalies in available information sources and translate findings into meaningful business insights.

• Analyze competitive market strategies through review of product, market, share, customer, industry, and geographic trends.

• Collect and synthesize business intelligence from industry reports, public information, field reports, purchased data sources, customer insights, and professional networks.

• Ensure timely and accurate flow of business intelligence information to executives, managers, and other users.

• Conduct or coordinate testing to confirm that reports, dashboards, and data outputs meet defined business needs.

• Maintain documentation for reports, data definitions, tools, processes, and metadata enhancements.

• Partner with information technology, operations, sales, marketing, and other departments to improve data quality, reporting capabilities, and analytical processes.

• Lead, develop, and mentor finance, analytics, or data team members as assigned.

• Promote a culture of accountability, continuous improvement, data integrity, and insight-based decision-making.

Additional Responsibilities

• Communicate with customers, suppliers, professional organizations, and other external sources, as appropriate, to stay informed of business, technology, economic, and industry trends.

• Maintain a library of model documents, templates, dashboards, reports, and other reusable knowledge assets.

• Develop communication procedures for sharing financial and business intelligence across the organization.
• Lead and support financial evaluation and valuation of acquisitions, investments, new business opportunities, strategic initiatives, and other major decisions using appropriate methodologies, including discounted cash flow, NPV, IRR, payback, return on invested capital, and market-based valuation approaches.

• Stay current on emerging financial planning, analytics, business intelligence, and data visualization practices.

Work Environment

• This role operates primarily in a professional office environment and routinely uses standard office equipment, including a computer and phone. The position requires frequent interaction with executives, managers, peers, direct reports, and cross-functional stakeholders.

• The role may require extended periods of computer work, data analysis, report preparation, meetings, and presentations. Occasional travel may be required based on business needs.

Minimum Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, Business Administration, or a related field.

• Minimum of 6 years of progressive experience in financial planning and analysis, business intelligence, data analytics, corporate finance, or a related discipline.
• Demonstrated experience developing advanced financial models, forecasts, long-range plans, scenario and sensitivity analyses, investment evaluations, and executive-level decision-support analyses.

• Strong knowledge of financial reporting, business performance analysis, market analysis, and data visualization.

• Proficiency with spreadsheets, databases, business intelligence tools, and data analysis software.

• Demonstrated ability to synthesize complex data into clear insights, recommendations, and presentations for senior leaders.

• Experience managing priorities, projects, and stakeholder expectations in a fast-paced environment.

Preferred Qualifications

• Master’s degree in Business Administration, Finance, Analytics, Data Science, or a related field.

• Experience leading or managing finance, FP&A, business intelligence, or analytics teams.

• Experience with ERP systems, data warehouses, SQL-based querying, dashboarding platforms, and advanced analytics tools.

• Knowledge of industry benchmarking, competitive intelligence, and market research methodologies.

• Experience improving reporting processes, data governance, forecasting accuracy, and decision-support frameworks.
• Experience with business valuation, acquisition analysis, capital investment analysis, and strategic financial modeling, including DCF, NPV, IRR, payback, and related return methodologies.

Technical Skills

• Advanced spreadsheet, financial modeling, and presentation skills.

• Experience with database reporting tools, business intelligence platforms, and data visualization software.

• Ability to create, maintain, and improve dashboards, databases, recurring reports, and analytical outputs.

• Working knowledge of data extraction, data validation, reporting automation, and visualization best practices.

• Ability to query data repositories and analyze large financial, operational, market, or business datasets.

• Knowledge of financial planning systems, ERP systems, data warehouses, and related reporting tools preferred.

Non-Technical Skills

• Critical thinking and analytical reasoning.

• Complex problem solving.

• Sound judgment and decision-making.

• Strong verbal and written communication.

• Active listening and reading comprehension.

• Business acumen and strategic thinking.

• Ability to influence, persuade, and build alignment with stakeholders.

• Strong organization, planning, prioritization, and time management.

• Relationship building and cross-functional collaboration.

• Leadership, coaching, and personnel development.

• Attention to detail, accuracy, confidentiality, and data integrity.

• Ability to translate technical, financial, and analytical concepts for non-technical audiences.

Licenses/Certifications

• None required.

• Preferred certifications may include Certified Public Accountant, Certified Management Accountant, Chartered Financial Analyst, Financial Planning & Analysis certification, business intelligence certification, data analytics certification, or similar credentials relevant to the role.

Physical & Safety Requirements

• The employee is regularly required to communicate verbally and in writing. The role requires frequent use of a computer and other standard office equipment.

• The employee may occasionally be required to lift or move items up to 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the role.

Disclaimer

Adherence to all food safety procedures as per FDA regulations, including the FDA Food Safety Modernization Act (FSMA) or any other applicable federal, state, or local food safety regulations.