Director of Financial Planning

Job Title: Director of Financial PlanningLocation: United States – RemotePosition Overview

We are seeking an experienced Director of Financial Planning to lead the company’s financial planning, forecasting, budgeting, and business analysis activities. This position will provide financial insight that supports effective decision-making, resource planning, operational performance, and long-term business objectives.

The ideal candidate will bring strong financial planning expertise, analytical thinking, commercial awareness, attention to detail, and the ability to translate complex financial information into clear and practical recommendations.

Key Responsibilities

• Lead the company’s annual budgeting, forecasting, and long-range financial planning processes.

• Develop financial models, forecasts, scenarios, and analytical frameworks to support business planning and decision-making.

• Partner with senior leadership and department leaders to establish financial plans, operating budgets, and performance objectives.

• Monitor actual financial results against budgets and forecasts and provide clear analysis of key variances.

• Develop regular financial reporting packages, management reports, and performance updates for senior leadership.

• Analyze revenue, expenses, operating costs, profitability, cash flow, and other key financial indicators.

• Identify financial trends, opportunities, risks, and areas requiring management attention.

• Support business leaders with financial analysis related to strategic initiatives, investments, operating plans, and resource allocation.

• Develop and maintain financial models that support scenario planning, forecasting, pricing analysis, and business evaluations.

• Work closely with Accounting and Finance teams to ensure planning assumptions and financial reporting are properly aligned.

• Partner with Sales, Marketing, Operations, Supply Chain, and other departments to understand business drivers and improve forecast accuracy.

• Develop financial planning processes, templates, reporting standards, and analytical tools that improve efficiency and consistency.

• Establish and monitor key financial performance indicators and provide actionable insights to management.

• Support monthly, quarterly, and annual planning cycles and coordinate deadlines across departments.

• Analyze business performance and identify opportunities to improve operational efficiency and financial results.

• Support strategic planning initiatives through financial modeling, scenario analysis, and business case development.

• Evaluate the financial impact of proposed business initiatives and provide recommendations based on available data.

• Continuously improve financial planning processes, reporting capabilities, models, and analytical methodologies.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field required.

• Advanced degree or professional finance certification is a plus.

• Significant progressive experience in financial planning and analysis, corporate finance, budgeting, forecasting, or a related function.

• Proven experience leading budgeting, forecasting, financial modeling, and business analysis processes.

• Strong understanding of financial statements, operating budgets, forecasting methodologies, and business performance analysis.

• Demonstrated ability to build financial models and analyze complex business information.

• Strong analytical and quantitative skills with excellent attention to detail.

• Excellent communication and presentation skills, with the ability to explain financial information clearly to non-financial stakeholders.

• Strong understanding of financial planning systems, ERP platforms, reporting tools, spreadsheets, and business intelligence applications.

• Advanced proficiency with financial modeling and spreadsheet-based analysis.

• Strong project management capabilities and the ability to manage multiple planning cycles and deadlines.

• Sound business judgment and the ability to make practical recommendations based on financial and operational data.

• Ability to work independently and effectively in a remote environment.

Ideal Candidate

The ideal candidate is a strategic and analytical finance professional who understands how financial planning supports business operations, resource allocation, profitability, and long-term growth.

You should be comfortable working with financial models, budgets, forecasts, performance reports, and operational data while also communicating effectively with senior leaders and business teams.

Successful candidates will demonstrate strong analytical judgment, financial discipline, business awareness, clear communication, and a consistent focus on providing accurate and useful financial insight.

Leadership Responsibilities

• Provide strategic leadership for the financial planning and analysis function.

• Establish financial planning priorities, processes, timelines, reporting standards, and performance expectations.

• Develop and support finance team members through coaching, feedback, and professional development.

• Build strong partnerships with Accounting, Operations, Sales, Marketing, Supply Chain, and other business functions.

• Establish consistent budgeting, forecasting, financial modeling, and performance review practices.

• Evaluate financial planning processes and recommend improvements to systems, tools, workflows, and analytical capabilities.

• Support resource planning and financial analysis based on business priorities.

• Provide senior leadership with clear visibility into financial performance, forecasts, business trends, and planning considerations.

• Promote accurate, timely, and consistent financial analysis across the organization.

Compensation & Benefits

• Competitive compensation based on experience and qualifications.

• Fully remote position within the United States.

• Performance-based incentive opportunities, subject to company policy.

• Paid time off and company holidays.

• Medical, dental, and vision benefit options, subject to company policy.

• Retirement savings plan and applicable company benefits.

• Professional development and career growth opportunities.

• Opportunities to contribute to meaningful financial planning and business improvement initiatives.

Work Environment

This is a U.S.-based remote leadership position. The company uses modern financial planning, ERP, reporting, business intelligence, communication, and collaboration platforms to support effective coordination across teams and locations.

The position requires strong organization, analytical thinking, financial judgment, communication skills, attention to detail, time management, and the ability to collaborate effectively with senior leaders and cross-functional teams.

Position Objective

The primary objective of the Director of Financial Planning is to establish and lead a reliable, forward-looking financial planning function that provides management with accurate analysis and practical business insight.

Through budgeting, forecasting, financial modeling, performance analysis, scenario planning, and cross-functional collaboration, this role will help the company make informed decisions, manage resources effectively, improve financial visibility, and support long-term business objectives.