Director of Financial Planning and Analysis

Director Financial Planning & Analysis

Full-Time Research Triangle NC Hybrid

Overview

Banyan Search is partnering with a growing well-established organization to place a Director of Financial Planning & Analysis. This is a high-impact leadership opportunity for a finance professional ready to serve as a strategic partner to Marketing and Operations owning the full finance stack across a multi-business-line environment. From budgeting forecasting and accounting to internal controls growth evaluation and process modernization this role offers real scope and visibility for the right candidate.

Key Responsibilities

• Own annual operating and capital budgets; deliver in-year projections and drive executive cash and capital planning across multiple business units
• Oversee revenue and expense accounting for all business units; certify accuracy and deliver clear written and verbal narratives on monthly results
• Guide financial operations across AP AR payroll T&E cash management banking reconciliations and trial balance production
• Partner with Finance leadership to design document and enforce internal controls; standardize policies and procedures across the organization
• Evaluate growth opportunities and new business launches including pro formas and capital needs and manage capital asset acquisitions
• Establish preferred vendor programs business insurance strategy and document retention practices; uphold enterprise risk and compliance responsibilities
• Build scalable financial processes and leverage modern tools to drive data-driven decision-making across the business

Qualifications

• Bachelors degree in Accounting Finance or a related field required; CPA preferred
• 7 years of progressively responsible accounting and finance experience including 3 years leading teams
• Background in a professional or corporate services environment; multi-entity or divisional exposure strongly preferred
• Proficiency with ERP and financial reporting platforms; experience with reconciliation BI and Excel-based reporting tools required
• Proven track record in workflow design and process improvement; demonstrated success building scalable operations in a growth environment
• Strong leader-coach with high integrity analytical acumen and excellent communication skills
• Change-ready proactive and energized by continuous improvement in a fast-moving environment

Candidates must be legally authorized to work in the United States for any employer; visa sponsorship is not available for this position.

Required Experience:

Director