Director of Finance And Operations

Director of Financial Planning & Analysis

Overview

A fast-growing national organization in the commercial services and construction sector is seeking a Director of Financial Planning & Analysis to lead enterprise-wide budgeting, forecasting, and strategic financial analytics. This role will partner closely with executive leadership and operational teams to support growth initiatives, optimize project profitability, and enhance financial visibility across the business.

The Role

The Director of FP&A will oversee financial planning processes, develop long-range forecasts, and deliver actionable insights to guide strategic and operational decision-making. This position will manage financial modeling, performance reporting, and project-level financial analysis across a diversified portfolio of clients and markets.

Key Responsibilities

Financial Planning & Strategy

• Lead annual budgeting, long-range financial planning, and rolling forecasts.
• Partner with senior finance leadership to develop capital allocation and expansion strategies.
• Collaborate with executive and senior leadership teams to align financial strategy with organizational growth objectives.

Financial Analysis & Reporting

• Develop standardized frameworks to analyze project and portfolio-level financial performance.
• Produce recurring executive financial reports, dashboards, and variance analyses.
• Monitor backlog, work-in-progress metrics, margin trends, and revenue performance.
• Build financial models for bids, proposals, change orders, and investment decisions.

Operational Decision Support

• Partner with operations, project management, and estimating teams to improve cost control and forecast accuracy.
• Provide real-time financial insights related to scheduling, procurement, and resource allocation.
• Evaluate the impact of labor, materials, and subcontractor performance on financial outcomes.

Risk, Compliance & Liquidity

• Monitor cash flow, credit facilities, and financial capacity to support ongoing operations and growth.
• Ensure adherence to accounting standards, tax requirements, and industry reporting guidelines.
• Assess financial risks related to contracts, insurance, and legal matters.

Process & Systems Enhancement

• Implement and refine financial dashboards, KPIs, and planning tools tailored to project-based operations.
• Improve forecasting, job costing, and reporting systems to increase accuracy and timeliness.
• Standardize financial planning and reporting processes across divisions and business units.

Qualifications & Competencies

• Strong business acumen with the ability to translate financial data into strategic insights.
• Advanced financial modeling, forecasting, and analytical capabilities.
• Demonstrated leadership and cross-functional partnership skills.
• High accountability, ownership mindset, and continuous improvement orientation.
• Ability to collaborate effectively across finance and operational teams.

Education & Experience

• Bachelor’s degree in Finance, Accounting, or related field; advanced degree or certification preferred.
• 7–10+ years of progressive finance experience, including FP&A, strategic analysis, and project-based financial environments.