Director of FP&A and Finance Transformation

General Summary of Position

The Director of FP&A and Finance Transformation is a strategic finance leader responsible for enterprise-wide planning forecasting reporting analytics and performance management across Anthony & Sylvan in support of the Companys One Door strategy. Beyond traditional FP&A ownership this role is charged with leading the transformation of the Finance function itself introducing AI enabled reporting automation and modern data tools to replace manual decentralized processes with scalable insight driven ones.

This leader partners closely with executive leadership the Board and cross functional teams translating financial results into strategic narratives while simultaneously reimagining the underlying processes that produce them.

Essential Functions and Responsibilities

• Lead enterprise-wide financial planning and performance management including budgeting forecasting and long-range planning; develop consolidated revenue margin and EBITDA forecasts incorporating key business drivers such as sales pipeline backlog construction performance and service activity; and establish standardized planning assumptions frameworks and tools across divisions and functions.
• Drive Finance transformation with an AI-first mindset by challenging traditional FP&A processes and identifying opportunities to redesign simplify automate or eliminate manual forecasting reporting close and decision-support activities to improve efficiency forecast accuracy and speed of decision-making.
• Evaluate and implement AI-enabled technologies and intelligent automation by piloting reporting forecasting and decision-support solutions; developing business cases for technology investments; and partnering with IT and external vendors to balance innovation with practicality data integrity scalability and risk.
• Lead enterprise performance analysis and business insights by linking financial results to operational drivers across the customer lifecycle and analyzing performance across divisions markets and channels to identify trends risks opportunities and actions that improve revenue profitability efficiency and customer outcomes.
• Serve as a strategic finance partner to executive leadership General Managers and functional leaders by translating complex financial and operational information into actionable recommendations supporting data-driven decision-making and accountability and providing financial guidance for pricing optimization capacity planning service expansion and other strategic growth initiatives.
• Lead executive reporting investment analysis and strategic financial decision support by developing standardized dashboards executive and Board presentations and clear performance narratives; evaluating capital investments market expansion products and services and strategic initiatives using ROI NPV IRR and other financial modeling; and recommending priorities based on financial return and strategic impact.
• Lead the evolution of a scalable technology-enabled Finance organization by defining best-practice FP&A processes roles responsibilities and operating models; aligning financial reporting operational data and system capabilities with Accounting Operations and IT; and building and developing a high-performing technology-forward FP&A team through coaching mentorship accountability collaboration and continuous improvement. Perform other duties as assigned.

Generative AI and Automation Tool Experience Required

AI fluency is a core expectation of this role not a preference. The successful candidate should already be an active practitioner of generative AI and understand how AI is changing financial planning reporting and decision making. This includes the ability to:

• Regularly use AI tools (e.g. Claude Copilot ChatGPT) to accelerate modeling analysis and reporting work
• Recognize FP&A processes such as forecasting variance analysis reporting and month end support that are strong candidates for AI enabled transformation
• Think beyond task level automation to consider how AI agents or workflows could coordinate work across forecasting reporting and analysis
• Design new processes with AI and automation built in from the start rather than layered on afterward
• Collaborate with IT and technical partners to implement AI enabled solutions without necessarily building them personally
• Balance innovation with sound judgment on data integrity accuracy and responsible use

Success Characteristics

• Curious and outcome-focused challenging existing processes and assumptions to identify better ways of working
• Transformation-minded with a bias toward simplifying redesigning and automating rather than maintaining the status quo
• AI-forward viewing AI automation and technology as core capabilities of modern FP&A
• Comfortable with ambiguity moving quickly from problem identification to experimentation and implementation
• Credible and influential building strong relationships with executives General Managers Finance and technical partners

QUALIFICATIONS Knowledge Skills & Abilities

PHYSICAL REQUIREMENTS

• Primarily sedentary work performed in an office environment
• Ability to communicate promptly and clearly via phone and computer
• Ability to drive or travel between job sites as needed

ACKNOWLEDGEMENT

Position duties and expectations change over time. This job description is not intended to be an all-inclusive exclusive or exhaustive list of the job functions that an employee in this position may be asked to perform from time to time. The employee may perform other related duties as assigned to meet the ongoing needs of the Company. If there is ever a time that you are unsure what is expected of you you are expected to meet with your manager and ask questions. If you are unsure how to perform a certain task ask your manager before performing.

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