Financial Planning and Analysis Director directs an organization's financial planning and analysis function to monitor business performance and plan investment, budgeting, and financial strategies. Develops policies and procedures to collect and analyze financial data to ensure accurate and consistent financial reporting and interpretation of financial metrics. Being a Financial Planning and Analysis Director coordinates financial analysis, modeling, forecasting, and reporting efforts to drive efficient financial operations. Reviews financial statements, reports, and models to develop business insights, create financial projections, and advise cost management and investment decisions. Additionally, Financial Planning and Analysis Director researches, develops, and improves financial modeling and forecasting methodologies. Implements controls and policies to monitor and ensure all financial analysis, planning, and reporting activities meet industry standards and regulatory compliance. Oversees the preparation, coordination, and documentation of financial analysis and planning projects to promote and ensure quality standards and sound methodologies. Requires a bachelor's degree. Typically reports to senior management. The Financial Planning and Analysis Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. To be a Financial Planning and Analysis Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function.
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