General Summary of Position
The Director of FP&A and Finance Transformation is a strategic finance leader responsible for enterprise-wide planning, forecasting, reporting, analytics, and performance management across Anthony & Sylvan, in support of the Company's One Door strategy. Beyond traditional FP&A ownership, this role is charged with leading the transformation of the Finance function itself, introducing AI enabled reporting, automation, and modern data tools to replace manual, decentralized processes with scalable, insight driven ones.
This leader partners closely with executive leadership, the Board, and cross functional teams, translating financial results into strategic narratives while simultaneously reimagining the underlying processes that produce them.
Essential Functions and Responsibilities
- Lead enterprise-wide financial planning and performance management including budgeting, forecasting, and long-range planning; develop consolidated revenue, margin, and EBITDA forecasts incorporating key business drivers such as sales pipeline, backlog, construction performance, and service activity; and establish standardized planning assumptions, frameworks, and tools across divisions and functions.
- Drive Finance transformation with an AI-first mindset by challenging traditional FP&A processes and identifying opportunities to redesign, simplify, automate, or eliminate manual forecasting, reporting, close, and decision-support activities to improve efficiency, forecast accuracy, and speed of decision-making.
- Evaluate and implement AI-enabled technologies and intelligent automation by piloting reporting, forecasting, and decision-support solutions; developing business cases for technology investments; and partnering with IT and external vendors to balance innovation with practicality, data integrity, scalability, and risk.
- Lead enterprise performance analysis and business insights by linking financial results to operational drivers across the customer lifecycle and analyzing performance across divisions, markets, and channels to identify trends, risks, opportunities, and actions that improve revenue, profitability, efficiency, and customer outcomes.
- Serve as a strategic finance partner to executive leadership, General Managers, and functional leaders by translating complex financial and operational information into actionable recommendations, supporting data-driven decision-making and accountability, and providing financial guidance for pricing optimization, capacity planning, service expansion, and other strategic growth initiatives.
- Lead executive reporting, investment analysis, and strategic financial decision support by developing standardized dashboards, executive and Board presentations, and clear performance narratives; evaluating capital investments, market expansion, products and services, and strategic initiatives using ROI, NPV, IRR, and other financial modeling; and recommending priorities based on financial return and strategic impact.
- Lead the evolution of a scalable, technology-enabled Finance organization by defining best-practice FP&A processes, roles, responsibilities, and operating models; aligning financial reporting, operational data, and system capabilities with Accounting, Operations, and IT; and building and developing a high-performing, technology-forward FP&A team through coaching, mentorship, accountability, collaboration, and continuous improvement. Perform other duties as assigned.
Generative AI and Automation Tool Experience Required
AI fluency is a core expectation of this role, not a preference. The successful candidate should already be an active practitioner of generative AI and understand how AI is changing financial planning, reporting, and decision making. This includes the ability to:
- Regularly use AI tools (e.g., Claude, Copilot, ChatGPT) to accelerate modeling, analysis, and reporting work
- Recognize FP&A processes such as forecasting, variance analysis, reporting, and month end support that are strong candidates for AI enabled transformation
- Think beyond task level automation to consider how AI agents or workflows could coordinate work across forecasting, reporting, and analysis
- Design new processes with AI and automation built in from the start, rather than layered on afterward
- Collaborate with IT and technical partners to implement AI enabled solutions without necessarily building them personally
- Balance innovation with sound judgment on data integrity, accuracy, and responsible use
Success Characteristics
- Curious and outcome-focused, challenging existing processes and assumptions to identify better ways of working
- Transformation-minded, with a bias toward simplifying, redesigning, and automating rather than maintaining the status quo
- AI-forward, viewing AI, automation, and technology as core capabilities of modern FP&A
- Comfortable with ambiguity, moving quickly from problem identification to experimentation and implementation
- Credible and influential, building strong relationships with executives, General Managers, Finance, and technical partners
QUALIFICATIONS – Knowledge, Skills & Abilities
Education | Bachelor’s degree in Finance, Accounting, or a related field required; MBA preferred |
Licenses/Certifications | None required |
Years of Experience | 7–10 years of progressive experience in FP&A, financial analytics, business intelligence, finance transformation, or related fields. Candidates with analytics, automation, or transformation-focused backgrounds are encouraged to apply, even without a traditional FP&A career path.
Experience redesigning, automating, or modernizing financial processes, rather than solely operating within established processes.
Experience supporting executive leadership and Board-level reporting.
Experience in a multi-division or decentralized environment with centralized oversight preferred. |
Required Skills & Abilities | Advanced financial modeling, forecasting, and analytical capabilities
Demonstrated hands-on use of generative AI and automation tools to improve financial analysis, reporting, forecasting, or other finance workflows
Advanced experience with Power BI, SQL, or similar data automation and visualization tools
• Proven ability to redesign and automate business and financial processes through technology
Strong understanding of financial and operational performance drivers in project-based, service, or construction environments
Experience with ERP, CRM, FP&A, and BI systems; Acumatica and Velixo experience preferred
Proven ability to translate complex financial and operational data into clear, actionable business insights
Strong executive communication, presentation, and storytelling skills
Ability to influence and drive alignment across all organizational levels without direct authority
Strong business acumen, critical thinking, and problem-solving skills with the ability to operate effectively in ambiguous environments
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Travel Requirements | As needed |
Other Requirements | |
PHYSICAL REQUIREMENTS
- Primarily sedentary work performed in an office environment
- Ability to communicate promptly and clearly via phone and computer
- Ability to drive or travel between job sites as needed
ACKNOWLEDGEMENT
Position duties and expectations change over time. This job description is not intended to be an all-inclusive, exclusive or exhaustive list of the job functions that an employee in this position may be asked to perform from time to time. The employee may perform other related duties as assigned to meet the ongoing needs of the Company. If there is ever a time that you are unsure what is expected of you, you are expected to meet with your manager and ask questions. If you are unsure how to perform a certain task, ask your manager before performing.
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