Overview
Director of Financial Planning and Analysis Jobs in Cleveland, OH at Finatal
Title: Director of Financial Planning and Analysis
Company: Finatal
Location: Cleveland, OH
Director, Divisional FP&A | Multi-Site Sales & Service Organization | Cleveland, OH (Hybrid)
We are currently engaged on a Divisional FP&A Director search with a high-growth, multi-site sales and service business headquartered in the Midwest. This is a highly visible seat with direct exposure to senior business leadership and a meaningful role in the company's next phase of growth.
Reporting to the SVP of Strategic Finance, the Divisional FP&A Director serves as the lead finance business partner across a portfolio of brands and operating locations. This role is built for a hands-on finance professional who is equally comfortable building rigorous financial infrastructure and sitting across the table from operational leaders to drive performance.
Core Responsibilities
- Serve as the lead FP&A business partner for a portfolio of brands, providing financial insights, performance visibility, and decision support to senior leadership
- Partner with business leaders to drive profitable growth with a strong focus on margin improvement, operational efficiency, and accountability
- Lead monthly reforecast processes and own the annual planning cycle
- Strengthen location-level profitability analysis to identify and execute improvement opportunities
- Partner with business leaders to develop and track action plans tied to financial and operational KPIs
- Establish and improve recurring financial and operating review cadences, including materials, metrics, and follow-up tracking
- Support go-to-market and customer acquisition analysis in partnership with Marketing, Sales, HR, and Operations
- Develop clear, concise reporting and presentations for executive leadership that translate financial and operating data into actionable insights
- Work closely with Accounting to ensure management reporting is timely, accurate, and decision-ready
- Advance the structure, rigor, and consistency of existing business review, forecasting, and planning processes
Initial Priorities
- Partner with Accounting to solidify management reporting infrastructure
- Assess and build action plans to enhance location-level profitability across KPIs, margin performance, and operating execution
- Augment and lead existing recurring financial and operating review cadences with business leaders
- Lead the monthly reforecast process and prepare for the upcoming annual planning cycle
- Support analysis of go-to-market performance and customer acquisition trends
Ideal Profile
- 7+ years of progressive FP&A or finance business partnering experience
- Background supporting a multi-site business with direct exposure to branch, site, or field leadership
- Experience supporting a business unit leader, divisional leader, or general manager
- Proven cross-functional partnership experience across Sales, Marketing, HR, Operations, and Accounting
- Strong financial modeling, forecasting, and performance analysis skills
- Demonstrated ability to build and implement management processes including financial reviews, operating cadences, and annual planning
- Experience preparing and presenting executive-ready materials
- Strong systems capability across ERP, CRM, and reporting platforms
- Advanced Excel and PowerPoint required; experience with Tableau, Planful, or similar tools preferred
- Bachelor's degree in Finance, Accounting, or related field required
Location: Cleveland, OH | Hybrid
