Director, Financial Planning & Analysis

Company:

National Oak Distributors (NOD) has merged with Integrated Supply Network (ISN) combining the leader in automotive paint body and equipment wholesale distribution with the leader in automotive tools and equipment distribution. This is a significant step forward in our vision to expand geographic reach and to deliver value added services and solutions to both suppliers and customers. Our priority remains unchanged to continue to deliver exceptional service and value to our suppliers and customers in a thriving and collaborative workplace for the industrys top talent.

Position Overview

The head of Financial Planning & Analysis is the enterprise strategic finance leader for a $1B multi-entity wholesale distribution organization. Reporting directly to the VP of Finance this role serves as a key strategic partner in shaping financial direction capital allocation decisions performance improvement initiatives and long-term value creation.

This individual operates as the analytical and strategic right hand to the VP of Finance and collaborates closely with the CEO executive leadership team divisional presidents and minority private equity stakeholders.

This role is responsible for translating operational complexity into clear financial insight driving disciplined decision-making across the enterprise and ensuring financial strategy aligns with business execution.

This is a high-impact strategic leadership role not a reporting-only function.

Strategic Partnership & Enterprise Leadership

• Serve as primary strategic thought partner to the VP of Finance
• Provide financial insight to support executive decision-making across all divisions
• Participate in executive discussions regarding growth strategy capital deployment pricing governance and operational investments
• Help shape enterprise financial strategy and long-term planning framework
• Support executive team with forward-looking analysis and scenario modeling
• Bring structured financial discipline to strategic initiatives

Enterprise Planning & Long-Range Strategy

• Lead consolidated annual budgeting and rolling forecast processes across all entities
• Develop 35 year strategic financial plans aligned with growth objectives
• Build scenario models to evaluate expansion opportunities acquisitions and operational investments
• Drive financial rigor in capital allocation decisions
• Institutionalize forecast accountability and improve enterprise visibility

Post-Merger Integration & Enterprise Alignment

• Lead financial integration initiatives across legacy entities
• Standardize KPIs and performance measurement frameworks
• Drive synergy identification validation and realization tracking
• Align financial reporting structures and harmonize analytics across divisions
• Partner with IT and operations to improve data governance and reporting consistency
• Establish a unified enterprise financial narrative

Operational & Distribution Analytics

• Lead enterprise gross margin and profitability analysis by:
• Product line
• Customer segment
• Division
• Channel
• Other.
• Partner with Sales leadership on pricing strategy and customer profitability models
• Support working capital optimization initiatives (inventory turns DSO DPO)
• Evaluate cost-to-serve economics across freight warehousing and fulfillment
• Translate operational drivers into financial outcomes

Executive & Investor Support

• Develop board-ready financial materials and performance narratives
• Support minority PE reporting and value creation initiatives
• Build EBITDA bridge analysis and cash flow forecasts
• Provide clear concise financial storytelling to executive stakeholders

Team Leadership

• Build and lead a high-performing enterprise FP&A team
• Elevate analytical rigor and business partnership capability
• Develop scalable reporting frameworks to support continued growth
• Mentor and develop future finance leaders

Qualifications

• Bachelors degree in Finance or Accounting (CPA or MBA preferred)
• 12 years of progressive finance experience
• Significant experience in wholesale distribution or complex inventory-heavy environments
• Experience operating in post-merger or multi-entity environments
• Demonstrated ability to partner with executive leadership
• Strong strategic thinking and enterprise-level financial modeling capability
• Executive presence and ability to influence cross-functional leaders

Key Success Metrics (First 1224 Months)

• Established as trusted strategic partner to VP of Finance and executive team
• Unified enterprise reporting and KPI framework implemented
• Measurable improvement in forecast accuracy and planning discipline
• Clear synergy realization tracking with executive visibility
• Identified and executed margin and working capital improvement initiatives
• Strengthened financial decision-making culture across divisions

Required Experience:

Director