Permanent

Director of Financial Planning & Analysis

Posted on 03 August 26 by Eric Baerga

  • San Antonio, TX
  • $ - $
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Job Description

Position Summary

We are seeking an experienced Financial Planning & Analysis (FP&A) Senior Director to lead enterprise-wide financial planning, budgeting, forecasting, and strategic analysis. This leadership role partners closely with executive leadership to provide financial insights, support strategic decision-making, and drive long-term business performance. The ideal candidate is a collaborative finance leader with extensive experience in corporate FP&A, financial modeling, executive reporting, and team development.

Key Responsibilities

  • Lead the annual budgeting, forecasting, and long-range financial planning processes.
  • Develop financial models and scenario analyses to evaluate business risks, opportunities, and strategic initiatives.
  • Prepare executive-level financial reports, presentations, and performance analyses for senior leadership.
  • Establish and monitor key performance indicators (KPIs) to improve financial and operational performance.
  • Provide financial analysis and recommendations for capital investments, acquisitions, and enterprise initiatives.
  • Partner with Finance, Accounting, Operations, and other business leaders to align financial and operational objectives.
  • Enhance FP&A processes, reporting accuracy, governance, and planning methodologies.
  • Recruit, mentor, and develop a high-performing FP&A team while fostering a culture of continuous improvement.

Qualifications

  • Bachelor's degree in Finance, Accounting, Business, or a related field (or equivalent experience).
  • 12+ years of progressive experience in Financial Planning & Analysis or Corporate Finance.
  • 5+ years of leadership experience managing and developing finance teams.
  • Demonstrated expertise in budgeting, forecasting, long-range planning, financial modeling, and performance analysis.
  • Strong ability to translate complex financial data into actionable business insights.
  • Excellent executive presentation, communication, and cross-functional collaboration skills.

Preferred Qualifications

  • MBA, CPA, or CFA.
  • Experience supporting multi-unit, retail, restaurant, or consumer-focused organizations.
  • Experience with enterprise planning tools such as Anaplan, Adaptive Planning, or Hyperion.
  • Background leading finance transformation, process improvements, and board-level financial reporting.
  • Experience evaluating strategic investments, capital projects, and business growth initiatives.

Job Information

Rate / Salary

$ - $

Sector

Not Specified

Category

Not Specified

Skills / Experience

Not Specified

Benefits

Not Specified

Our Reference

JOB-22607

Job Location