Financial Planning & Analysis Director

Description

The role includes essential duties such as supporting strategic initiatives, leading the annual budgeting and forecasting processes, preparing and presenting financial reports, providing variance analysis with actionable recommendations, partnering with cross‑functional teams to optimize resource allocation, developing and maintaining planning systems, mentoring the FP&A team, and ensuring compliance with company policies and financial regulations.

• Support strategic initiatives with financial modeling, scenario analyses, and business case development.
• Lead annual budgeting and forecasting processes, coordinating with business units.
• Prepare, analyze, and present monthly, quarterly, and annual financial reports to senior management.
• Provide in-depth variance analysis and actionable recommendations to improve financial results.
• Partner with cross‑functional teams to optimize resource allocation and drive operational efficiencies.
• Develop and maintain financial planning systems, tools, and processes to enhance efficiency and accuracy.
• Mentor and develop FP&A team members, fostering continuous improvement and professional growth.
• Ensure compliance with company policies and applicable financial regulations.
• Continuously monitor industry trends, regulatory changes, and emerging best practices to ensure robust and compliant financial planning processes.
• Proactively identify opportunities for cost savings, revenue growth, and process optimization, contributing to long‑term financial health and strategic goals.
• Maintain confidentiality of sensitive financial information and exercise sound judgment in professional interactions.

Requirements

We are seeking a dynamic and results‑driven Director of Financial Planning and Analysis to lead financial planning, budgeting, forecasting, and analysis functions. This role will be instrumental in providing strategic analysis and insights to support executive decision‑making and drive financial performance. The successful candidate will demonstrate strong leadership, analytical skills, and a business‑partnership mindset aligned with industry best practices.

The ideal candidate will have a bachelor’s degree and a minimum of five years of experience, including at least two years in a leadership or managerial role. This is a full‑time position located in Lancaster, PA.

Candidates must hold a bachelor’s degree in finance, accounting, business administration, or a related field, with an MBA or advanced degree preferred, and Big 4 public accounting experience is advantageous. They need at least five years of progressive FP&A experience, strong analytical and communication abilities, proficiency with financial systems (e.g., SAP, Oracle, Hyperion) and advanced Excel skills, and the ability to influence stakeholders. Experience in large, matrixed organizations is a plus.

Preferred attributes include a proven track record of partnering with senior leadership, the ability to manage multiple priorities in a fast‑paced environment, a high level of integrity and attention to detail, and a continuous‑improvement mindset.

• Demonstrate strong analytical skills, interpreting complex financial data and distilling findings into clear, actionable insights.
• Exhibit advanced proficiency in financial modeling, forecasting, and financial planning software.
• Possess excellent communication and presentation skills to convey financial information to both financial and non‑financial audiences.
• Show adaptability and resourcefulness in a fast‑paced environment, managing multiple priorities and deadlines with accuracy and attention to detail.
• Display strong organizational and project management skills to lead initiatives, drive process improvements, and implement best practices across FP&A.
• Bachelor’s degree in Finance, Accounting, Business Administration, or related field; MBA or advanced degree preferred.
• Big 4 public accounting experience preferred.
• Minimum five years of progressive experience in FP&A, with at least two years in a leadership or managerial role.
• Demonstrated expertise in budgeting, forecasting, and financial reporting.
• Strong analytical skills to synthesize complex data and communicate findings effectively.
• Proficiency in financial systems (e.g., SAP, Oracle, Hyperion) and advanced Excel skills.
• Excellent interpersonal, communication, and presentation skills with ability to influence stakeholders.
• Experience working in large, matrixed organizations is a plus.
• Proven track record of partnering with senior leadership and driving business results.
• Ability to manage multiple priorities in a fast‑paced environment.
• High level of integrity, professionalism, and attention to detail.
• Continuous improvement mindset and commitment to excellence.

Benefits

Physical demands involve regular sitting, use of hands, occasional standing, walking, and lifting or moving up to 25 pounds, with reasonable accommodations available as needed.

The work environment may occasionally expose employees to moving mechanical parts, fumes, airborne particles, and moderate noise levels, with accommodations provided for individuals with disabilities.

Employees receive a comprehensive benefits package that includes medical, dental, and vision coverage from day one, a 401(k) plan, twelve paid holidays, vacation time, and tuition reimbursement of up to 75 % after six months.

• Medical, dental, and vision coverage available on first day of employment.
• 401(k) plan.
• Twelve paid holidays.
• Vacation time.
• 75 % tuition reimbursement after six months.

Training + Development

Interview process

Visa Sponsorship

Security clearance