Job Description

Position Overview:

Director of Financial Planning & Analysis responsible for leading enterprise-wide budgeting, forecasting, and financial modeling efforts. This high-impact position provides critical insights to senior leadership, helping shape financial strategy, support growth initiatives, and guide capital-related decision-making. Ideal candidates will have either 4+ years of direct investment banking experience or a blend of investment banking and corporate finance experience, with proven strength in financial modeling and strategic analysis.

Key Responsibilities:

• Own development and oversight of budgets, forecasts, and multi-year planning processes.
• Build detailed models to evaluate profitability, capital planning, and scenario-based decision-making.
• Deliver executive-ready reporting packages, dashboards, and KPIs to support strategic planning.
• Conduct financial analysis tied to pricing, cost optimization, and investment opportunities.
• Perform variance analysis and interpret financial trends to surface actionable insights.
• Identify risks, growth opportunities, and key business drivers to inform executive decisions.
• Support transaction-related work, including financial modeling and evaluation of strategic initiatives.
• Drive process improvements related to forecasting, reporting accuracy, and operational efficiency.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA, CPA, or CFA preferred.
• Either 4+ years of experience in investment banking, or a mix of investment banking and corporate finance with advanced modeling capabilities.
• Expertise in building and interpreting financial models in Excel.
• Strong familiarity with reporting tools and ERP/finance platforms (e.g., NetSuite, Power BI, QuickBooks, or comparable systems).
• Ability to communicate financial insights clearly and support leadership in high-stakes decision-making.
• Experience supporting corporate strategy, transactions, or M&A initiatives preferred.
• Proven ability to collaborate cross-functionally and operate in a fast-paced, evolving environment.

Salary Range: $185k - $225k

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