Director of Financial Planning & Analysis

Director of Financial Planning & Analysis

TalentBridge is partnering with a well-established, industry-leading organization in Charlotte, NC, to identify a dynamic and hands-onDirector ofFinancial Planning & Analysis (FP&A) to lead financial planning, forecasting, reporting, and strategic analysis.

This is an exciting opportunity for a finance leader who enjoys balancing strategic decision-making with hands-on financial analysis. The Director will play a critical role in driving financial performance, enhancing reporting capabilities, and providing actionable insights to executive leadership.

The ideal candidate brings strong financial modeling expertise, a passion for process improvement and technology, and the ability to lead and develop talent while remaining actively involved in day-to-day FP&A activities.

Key Responsibilities

• Lead the annual budgeting process, rolling forecasts, and long-range financial planning initiatives, partnering with business leaders to align financial objectives with organizational goals.

• Develop and maintain complex financial models, including driver-based forecasts, scenario planning, sensitivity analyses, and ROI evaluations.

• Oversee monthly financial reporting, variance analysis, KPI tracking, and performance reporting for executive leadership.

• Analyze revenue trends, profitability, operating expenses, customer economics, and key business drivers to identify risks, opportunities, and areas for improvement.

• Serve as a strategic finance partner to cross-functional leadership, providing financial insights and recommendations to support business decisions.

• Drive improvements in forecasting, reporting, and financial planning through automation, business intelligence tools, and advanced analytics.

• Partner with IT, Finance Systems, and other departments to enhance financial systems, data integrity, and reporting capabilities.

• Lead, mentor, and develop financial analysts while fostering accountability, collaboration, and continuous improvement.

Qualifications & Experience

• Bachelor's degree in Finance, Accounting, Business, Data Analytics, or a related field required.

• 7–10+ years of progressive experience in FP&A, corporate finance, strategic finance, or financial analysis.

• Demonstrated experience leading budgeting, forecasting, financial reporting, and variance analysis processes.

• Advanced financial modeling skills, including the ability to build and maintain sophisticated models from the ground up.

• Experience managing or mentoring financial analysts with a hands-on, collaborative leadership approach.

• Strong understanding of financial and operational performance drivers, with the ability to translate complex data into actionable business insights.

• Advanced Microsoft Excel skills and experience working with ERP systems, financial planning platforms, and reporting tools.

• Exposure to Power BI, Tableau, SQL, automation technologies, or AI-enabled financial tools preferred.

• MBA, CPA, CFA, or other relevant advanced credentials preferred.

• Excellent communication, analytical, and problem-solving skills with the ability to influence and partner with senior leadership.

Why Consider This Opportunity?

• Join a highly respected, established organization with a strong reputation and continued growth.

• High-visibility leadership position with direct exposure to executive management.

• Opportunity to shape and enhance the organization's FP&A function through technology, automation, and improved financial processes.

• Unique combination of strategic leadership and hands-on financial ownership.

• Collaborative environment with opportunities to influence financial strategy and business performance.

• Competitive compensation package, performance-based bonus opportunities, and comprehensive benefits, including medical, dental, vision, 401(k) matching, and paid time off.

• Professional development opportunities and access to exceptional on-site corporate amenities.

If you are a strategic, hands-on FP&A leader who enjoys turning financial data into meaningful business insights and driving organizational performance, we would love to connect!