Director of Financial Planning and Analysis

We are seeking a strategic and highly analytical Director of Financial Planning and Analysis to oversee financial planning analysis and growth initiatives for a well-established successful multi-entity organization within the greater Sacramento area. Our client offers a supportive family-oriented work culture hybrid schedule after training and a competitive 401k with 5% match. The Director of Financial Planning and Analysis will report directly to the CFO and serve as the primary financial partner and advisor creating and delivering high-quality financial insights to support executive decision-making. This leader will drive process improvements produce financial reporting and metrics to strengthen data-driven decision-making and collaborate with other leaders while also assessing new investment and expansion opportunities.

The qualified candidate is a hands-on financial leader with strong experience in costing financial reporting KPI development and supporting business growth. They should be highly proficient with financial systems and comfortable driving process and system improvements.

• Salary range: $180000-$230000 bonus
• Location: Rocklin
• Hybrid (1 day offsite per week after training)

PRIMARY RESPONSIBILITIES:

• Serve as the strategic finance leader for the business partnering with operations to improve performance manage costs and drive revenue growth.
• Lead the annual budgeting process quarterly forecasts and long-range financial planning.
• Create and ensure accurate financial reporting and strong alignment with corporate finance.
• Play a central role in the upcoming ERP implementation supporting system adoption change management and alignment with broader financial strategy.
• Strengthen operational excellence by streamlining processes removing bottlenecks and leveraging modern financial technologies to enhance efficiency and scalability.
• Develop and monitor key operational and financial KPIs analyze performance against forecasts identify root causes and recommend corrective actions.
• Translate complex operational and financial data into clear insights and presentations for the CFO executive leadership and the Board of Directors.
• Evaluate new business opportunities capital projects expansions and support financial modeling for project financing or M&A activities

SKILLS AND QUALIFICATIONS:

• Holds a bachelors degree in accounting finance or a related discipline; MBA is preferred.
• Brings 7 years of progressive corporate finance FP&A or investment banking.
• Prior financial experience in manufacturing is preferred.
• Offers experience working within sophisticated organizational structuressuch as investment private equity or multi-entity environmentsand collaborating with external financial partners.
• Strong background in technology change management with proven experience collaborating on ERP implementations or major financial system upgrades.
• Demonstrated success in identifying and implementing business process improvements within an operating company.
• Proven ability to partner with both operational leaders (plant managers engineers) and accounting teams to translate operational realities into financial forecasts.
• Strategic mindset with a strong ability to communicate complex financial concepts clearly and concisely to executive leadership and board members.