CrawlJobs Logo

Director of Financial Planning & Analysis

https://www.roberthalf.com Logo

Robert Half

Location Icon

Location:
United States , Oakville

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Employment contract

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

We’re partnering with a growing, private equity–backed luxury consumer brand portfolio to add a Director of Financial Planning & Analysis to their leadership team. This is a highly visible, strategic role reporting to the CFO and leading the company’s FP&A function. You’ll step in as a true business partner, helping drive performance, shape strategy, and support continued growth across a premium, multi-channel business. If you enjoy connecting financial insights to real business decisions and want a seat at the table, this is an opportunity to make a meaningful impact.

Job Responsibility:

  • Direct the full budgeting cycle, ensuring assumptions, targets, and timelines are aligned with business objectives across the organization
  • Prepare rolling forecasts for revenue, operating performance, and liquidity, and refine projections as business conditions change
  • Produce monthly financial reviews that highlight results, emerging trends, and the main factors influencing performance
  • Collaborate with leaders across wholesale, direct-to-consumer, e-commerce, and international channels to support informed commercial decisions
  • Assess margin performance, pricing strategies, and profitability drivers, and recommend actions to improve financial outcomes
  • Partner with operations, production, and supply chain teams to connect financial plans with inventory needs, demand expectations, and cost trends
  • Develop financial models to evaluate investments, expansion opportunities, and other strategic initiatives under consideration by leadership
  • Support executive, board, and lender reporting by delivering clear analysis and materials for recurring and ad hoc business reviews
  • Strengthen planning capabilities through process improvements, reporting automation, business intelligence tools, and team development

Requirements:

  • 7+ years of progressive experience in FP&A or corporate finance
  • Demonstrated success managing budgeting, forecasting, and financial reporting in a complex business environment
  • Advanced modeling skills, including integrated financial statements, scenario analysis, and decision-support modeling
  • Strong proficiency in Excel and experience working with reporting, planning, or business intelligence platforms such as Power BI
  • Ability to communicate financial concepts clearly and influence senior stakeholders across multiple functions
  • Experience partnering with commercial and operational teams on topics such as sales performance, inventory planning, and cost management
  • Background in a private equity-backed company or in wine, spirits, luxury consumer products, or a comparable industry is preferred
  • An MBA, CPA, CFA, or similar advanced credential is a plus

Nice to have:

  • Background in a private equity-backed company or in wine, spirits, luxury consumer products, or a comparable industry
  • An MBA, CPA, CFA, or similar advanced credential
What we offer:
  • Medical, vision, dental, life and disability insurance
  • 401(k) plan
  • Free online training
  • Competitive compensation

Additional Information:

Job Posted:
May 16, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Icon
Robert Half - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Director of Financial Planning & Analysis

VP- Financial Planning & Analysis

The Financial Planning and Analysis Senior Manager is a senior professional posi...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6-10 years of relevant experience
  • Previous supervisory experience
  • Proficient computer skills with a focus on Microsoft Office applications
  • Effective verbal and written communication skills
  • Demonstrated presentation skills
  • Demonstrated analytical skills
  • Demonstrated organizational and project management skills
  • Bachelor's Degree/University degree or equivalent experience
  • Master’s degree preferred
Job Responsibility
Job Responsibility
  • Conduct management activities for a mid-size team such as training, evaluations, hiring, disciplinary actions, and termination of team members
  • Conduct analysis of Citi’s/Citi’s competitors’ financial performance
  • Generate flash results/highlights of analytics for Board of Directors’ reports and Executive Management reports
  • Participate in Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports
  • Develop and coordinate performance reporting/processes
  • reviews results against plans monthly
  • Oversee the estimation of risk capital and incorporate results into management reports and decision processes
  • Provide advice to internal clients on the implications of business trends, issues, operating environment changes, and firm/business unit strategy
  • Has the ability to operate with a limited level of direct supervision
  • Can exercise independence of judgement and autonomy
  • Fulltime
Read More
Arrow Right

Financial Planning and Analysis Senior Analyst

The Financial Planning and Analysis Senior Analyst is an intermediate level posi...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5-8 years of experience working with a variety of financial platforms
  • Proficient with Microsoft Office applications
  • Demonstrated presentation skills
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Bachelor’s degree/University degree or equivalent experience
Job Responsibility
Job Responsibility
  • Address strategic issues on an ad hoc basis
  • Contribute to Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports
  • Generate flash results/highlights for Board of Directors’ reports and Executive Management reports
  • Develop/coordinate processes (e.g. the annual planning and periodic forecasting processes)
  • Participate in annual budget CCAR PPNR forecasts, 3-year strategic and operating plans and monthly estimate outlook process
  • Oversee the estimation of risk capital and incorporate results into management report metrics
  • Analyze key management review presentations for individual Regions and Products
  • Execute time critical activities for client facing Financial Planning and Analysis teams
  • Contribute to the development of review material for internal leadership and external regulator reviews
What we offer
What we offer
  • Best-in-class benefits
  • Global Benefits
  • Fulltime
Read More
Arrow Right

Director of Financial Planning and Analysis

We are seeking a highly motivated and strategic Director of Financial Planning a...
Location
Location
United States , Little Rock
Salary
Salary:
150000.00 - 180000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Finance, Accounting, or a related field
  • MBA or advanced degree is preferred
  • At least 7 years of progressive experience in FP&A roles, with demonstrated expertise in strategic planning and financial analysis
  • Experience in Manufacturing industry is strongly preferred
  • Proven experience in financial modeling, with the ability to create integrated forecasts including Income Statement, Balance Sheet, and Cash Flow Statements
  • Strong experience working with institutional capital, including federally regulated lenders, asset-based credit facilities, and covenant compliance reporting
  • Familiarity with leading middle-market Financial Reporting/ERP systems (e.g., NetSuite, Dynamics, Syspro) and report writing tools
  • Strong analytical, problem-solving, and communication skills, with a proven ability to deliver actionable insights to senior leadership
  • Experience with advanced data analysis methods/tools (e.g., SQL, Python) is highly desirable
  • Detail-oriented, self-motivated, and comfortable working independently or as part of a team
Job Responsibility
Job Responsibility
  • Lead the cross-functional development and execution of annual, interim, and long-range budgets and forecasts, incorporating operational factors such as customer contracts, commodity prices, capacity utilization, and more
  • Own and enhance the company’s financial model, incorporating KPIs as key drivers and conducting necessary analyses to support operational assumptions (e.g., working capital, headcount, capital expenditures)
  • Design and implement processes, tools, and templates for gathering and consolidating information from key stakeholders (e.g., Sales, Operations) for forecast creation
  • Provide ongoing monthly guidance to the Executive Management Team by comparing actual performance against projections and identifying potential risks and opportunities
  • Evaluate and implement FP&A software solutions to enhance reporting accuracy and efficiency (e.g., Planful, Vena, Prophix)
  • Analyze actual financial and operational results versus prior periods and budget, providing actionable insights into key variances and offering strategic recommendations
  • Lead the preparation of monthly reporting packages for the Board and Lenders, ensuring alignment with financial goals and compliance
  • Serve as the subject matter expert for loan agreements, ensuring accurate calculations of Borrowing Base Certificates and Fixed Charge Coverage Ratios
  • Conduct benchmarking and trend analysis to identify opportunities for cost rationalization, efficiency improvements, and revenue growth
  • Oversee day-to-day financial activities for all plants, including inventory management, financial reconciliations, and journal entry coordination
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Financial Planning and Analysis Senior Analyst

The Financial Planning and Analysis Senior Analyst is an intermediate level posi...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5-8 years of experience working with a variety of financial platforms
  • Proficient with Microsoft Office applications
  • Demonstrated presentation skills
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Bachelor’s degree/University degree or equivalent experience
Job Responsibility
Job Responsibility
  • Address strategic issues on an ad hoc basis that are complementary to the regular planning and analysis processes
  • Contribute to Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports
  • Generate flash results/highlights for Board of Directors’ reports and Executive Management reports
  • Develop/coordinate processes (e.g. the annual planning and periodic forecasting processes) and review results against plans monthly including business analysis functions performed by Business Unit Managers (BUMs)
  • Participate in annual budget CCAR PPNR forecasts, 3-year strategic and operating plans and monthly estimate outlook process
  • Oversee the estimation of risk capital and incorporate results into management report metrics for decision processes
  • Analyze key management review presentations for individual Regions and Products
  • Execute time critical activities for client facing Financial Planning and Analysis teams
  • Contribute to the development of review material for internal leadership and external regulator reviews
  • Fulltime
Read More
Arrow Right

Financial Planning and Analysis Intermediate Analyst

The Financial Planning and Analysis Intermediate Analyst is an intermediate leve...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 4-5 years of experience in accounting and/or finance
  • Experience in financial services preferred
  • Knowledge of financial, analytical, and reporting tools
  • Proficient with Microsoft Office applications, Excel and PowerPoints skills preferred
  • Demonstrated analytical skills
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Bachelor’s degree/University degree or equivalent experience
Job Responsibility
Job Responsibility
  • Analyze of Citi’s/Citi’s competitors’ financial performance
  • Develop and coordinate the annual planning and periodic forecasting processes and review results against plans monthly including annual budget planning and monthly estimate process
  • Generate flash results/highlights for Board of Directors’ reports and Executive Management reports
  • Conduct various ad hoc analyses and strategically address issues that are complementary to the regular Planning and Analysis processes
  • Participate in Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports
  • Aid with using metrics to evaluate proposed business decisions
  • Execute time critical activities for client facing Financial Planning and Analysis teams
  • Assist in the development of review with material for internal senior leadership internal and external regulator reviews
  • Fulltime
Read More
Arrow Right

Financial Planning and Analysis Senior Analyst

The Financial Planning and Analysis Senior Analyst is an intermediate level posi...
Location
Location
Costa Rica , Heredia
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5-8 years of experience working with a variety of financial platforms
  • Proficient with Microsoft Office applications
  • Demonstrated presentation skills
  • Consistently demonstrates clear and concise written and verbal communication skills
  • Advanced English
  • Bachelor’s degree/University degree or equivalent experience
Job Responsibility
Job Responsibility
  • Address strategic issues on an ad hoc basis that are complementary to the regular planning and analysis processes
  • Contribute to Quarterly Competitor Reviews, Quarterly Annotated Supplement, and Quarterly Investment Reports
  • Generate flash results/highlights for Board of Directors’ reports and Executive Management reports
  • Develop/coordinate processes (e.g. the annual planning and periodic forecasting processes) and review results against plans monthly including business analysis functions performed by Business Unit Managers (BUMs)
  • Participate in annual budget CCAR PPNR forecasts, 3-year strategic and operating plans and monthly estimate outlook process
  • Oversee the estimation of risk capital and incorporate results into management report metrics for decision processes
  • Analyze key management review presentations for individual Regions and Products
  • Execute time critical activities for client facing Financial Planning and Analysis teams
  • Contribute to the development of review material for internal leadership and external regulator reviews
  • Has the ability to operate with a limited level of direct supervision
  • Fulltime
Read More
Arrow Right

Financial Planning and Analysis Analyst

We are seeking a detail-oriented and analytical Financial Planning and Analysis ...
Location
Location
United Kingdom , Weymouth
Salary
Salary:
50000.00 GBP / Year
https://www.office-angels.com Logo
Office Angels
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Relevant finance/treasury qualification or business degree, or equivalent experience
  • Experience in financial planning and analysis within complex group structures
  • Proficient in scenario and stress testing, with knowledge of operational triggers and mitigation strategies
  • Strong understanding of financial statements and accounting standards
  • able to present findings to senior stakeholders
  • Experience in cash flow analysis and forecasting
  • Advanced Excel skills and proficiency in Microsoft Office
  • Familiarity with financial planning and business intelligence tools
  • Excellent organisational and time management skills
  • Strong communication skills
Job Responsibility
Job Responsibility
  • Assist in preparing the Group's annual and quarterly financial plans under supervision
  • Input and translate financial data into the Group's financial planning software
  • Reconcile planning data with budgets and forecasts, ensuring accuracy and working with data providers to improve data quality
  • Conduct stress testing and scenario analysis on the business plan
  • report findings and develop new risk analysis methods
  • Reconcile FFR with statutory accounts and provide insights to management
  • Contribute to the business plan and analysis required for the annual S&P credit rating submission
  • Provide monthly peer benchmarking analysis related to credit ratings in the housing sector
  • Support monthly cash flow forecasting and reporting
  • help enhance forecasting processes
  • Fulltime
Read More
Arrow Right

Financial Planning & Analysis Director

This role supports the development and implementation of strategic business init...
Location
Location
Hungary , Budapest
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Relevant experience
  • Bachelor’s/University degree
  • Master’s degree preferred
  • Managerial experience
Job Responsibility
Job Responsibility
  • Partnering with senior management to deliver on financial objectives
  • Serving as primary point of contact for business management team for all Finance disciplines
  • Informing and understanding business priorities to develop financial plans
  • Supporting performance based outcomes
  • Contributing to and executing on the strategic direction of team
  • Maintaining strong partnerships with business heads
  • Partnering effectively across internal and external stakeholders
  • Helping drive financial discipline, efficiencies and a culture of accountability
  • Developing multi-year financial plans
  • Providing regular financial performance updates to business heads
What we offer
What we offer
  • Cafeteria Program
  • Home Office Allowance
  • Paid Parental Leave Program
  • Private Medical Care Program
  • Pension Plan Contribution
  • Group Life Insurance
  • Employee Assistance Program
  • Access to learning and development programs
  • Flexible work arrangements
  • Career progression opportunities
  • Fulltime
Read More
Arrow Right