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We are working with an Cleveland client to identify a Director, Financial Planning & Analysis. The ideal candidate aligns with the responsibilities and qualifications outlined below.

Responsibilities

• Lead the company’s financial planning and analysis (FP&A) function, including budgeting, forecasting, and long-term financial planning.
• Provide actionable insights through financial modeling and analysis to support decision-making across the organization.
• Oversee the preparation of financial reports and present findings to senior management and stakeholders.
• Collaborate with cross-functional teams to develop and monitor key performance indicators (KPIs) and financial metrics.
• Manage the annual budget process, working closely with department heads to ensure alignment with company goals.
• Develop and maintain financial models to support strategic initiatives, mergers and acquisitions, and capital investment projects.
• Ensure compliance with financial regulations and company policies.
• Drive process improvements to streamline reporting and forecasting.

Qualifications

• Bachelor’s degree in Finance or Accounting
• 7+ years of experience in financial planning and analysis, with at least 3 years in a leadership role.
• Strong knowledge of financial modeling, budgeting, and forecasting techniques.
• Excellent communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.
• Advanced proficiency in Excel and financial software (e.g., Hyperion, Adaptive Insights, etc.).
• Demonstrated experience in driving process improvements and leading cross-functional teams.