Vice President, Financial Planning, Analysis & Transformation
Job Description:
The Vice President, Financial Planning, Analysis & Transformation is a senior finance executive responsible for leading enterprise-wide financial planning, forecasting, performance management, business partnering, and finance transformation initiatives. This position serves as a strategic advisor to the Chief Financial Officer and Executive Leadership Team, providing financial insights that support growth, operational excellence, and long-term value creation. The role establishes and drives the financial planning framework, integrated business planning processes, performance reporting, and decision support capabilities across the organization. In addition, the position provides strategic financial leadership to supply chain and procurement operations while leading the modernization of finance processes, systems, analytics, and organizational capabilities. Through strong leadership and cross-functional partnership, this role helps ensure effective capital allocation, operational efficiency, and achievement of enterprise financial objectives.Primary Duties:
Provides strategic leadership and direction for enterprise financial planning, forecasting, budgeting, and performance management processes.
Partners with executive leadership to translate business strategies into financial plans, performance targets, and actionable business insights.
Leads development of annual operating plans, long-range plans, rolling forecasts, and integrated business planning processes across the organization.
Oversees enterprise financial reporting, business performance reviews, executive presentations, and board-level financial analysis.
Supports capital allocation, investment evaluations, strategic initiatives, acquisitions, pricing decisions, and cost optimization efforts through financial analysis and recommendations.
Serves as the primary finance partner for supply chain and procurement functions, providing financial leadership related to sourcing, material costs, inventory management, supplier economics, and working capital improvement initiatives.
Leads enterprise finance transformation efforts focused on improving processes, systems, analytics, automation, organizational effectiveness, and adoption of emerging technologies.
Establishes governance, policies, standards, and performance measurement frameworks to improve consistency, accountability, and decision-making across the organization.
Promotes a culture of continuous improvement, collaboration, innovation, and data-driven decision-making throughout the finance organization.
Hires, trains, coaches, counsels, and evaluates performance of direct reports.
Primary Duties:
Provides strategic leadership and direction for enterprise financial planning, forecasting, budgeting, and performance management processes.
Partners with executive leadership to translate business strategies into financial plans, performance targets, and actionable business insights.
Leads development of annual operating plans, long-range plans, rolling forecasts, and integrated business planning processes across the organization.
Oversees enterprise financial reporting, business performance reviews, executive presentations, and board-level financial analysis.
Supports capital allocation, investment evaluations, strategic initiatives, acquisitions, pricing decisions, and cost optimization efforts through financial analysis and recommendations.
Serves as the primary finance partner for supply chain and procurement functions, providing financial leadership related to sourcing, material costs, inventory management, supplier economics, and working capital improvement initiatives.
Leads enterprise finance transformation efforts focused on improving processes, systems, analytics, automation, organizational effectiveness, and adoption of emerging technologies.
Establishes governance, policies, standards, and performance measurement frameworks to improve consistency, accountability, and decision-making across the organization.
Promotes a culture of continuous improvement, collaboration, innovation, and data-driven decision-making throughout the finance organization.
Hires, trains, coaches, counsels, and evaluates performance of direct reports.
Primary duties may include, but are not limited to:
Developing and implementing financial planning models, forecasting methodologies, and performance measurement tools.
Conducting scenario analysis, risk assessments, and strategic business evaluations to support executive decision-making.
Collaborating with operations, supply chain, commercial, human resources, information technology, and other functional leaders to align financial and operational objectives.
Monitoring key business drivers and financial results while identifying opportunities to improve profitability, cash flow, productivity, and operational performance.
Supporting finance talent development, succession planning, organizational capability building, and change management initiatives.
Driving process standardization, reporting improvements, and operational efficiencies across finance functions.
Performs other duties as assigned.
Job Requirements
Education and Experience Requirements:
Requires a Bachelor's degree in Finance, Accounting, Business Administration, or a related discipline;
20+ years of progressive finance experience including financial planning and analysis, business partnering, performance management, strategic planning, and leadership of finance organizations;
10+ years of experience leading managers and developing high-performing teams; experience partnering with executive leadership and supporting enterprise-wide planning, forecasting, and capital allocation activities;
or any combination of education and experience, which would provide an equivalent background.
Master's degree in Business Administration, Certified Public Accountant, Chartered Financial Analyst, or other advanced financial designation preferred.
Experience supporting manufacturing, supply chain, procurement, and finance transformation initiatives preferred.
Knowledge, Skills, and Abilities:
Expert knowledge of financial planning, budgeting, forecasting, financial modeling, and performance management principles.
Strong leadership, team development, coaching, and organizational management skills.
Ability to develop and communicate complex financial analyses and business recommendations to executive leadership.
Knowledge of manufacturing operations, supply chain processes, inventory management, and operational finance concepts.
Strong analytical, strategic thinking, problem-solving, and decision-making skills.
Excellent verbal, written, presentation, and interpersonal communication skills.
Ability to lead organizational change, transformation initiatives, and cross-functional business projects.
Knowledge of financial systems, business intelligence tools, reporting technologies, automation, and data analytics.
Ability to manage multiple priorities and influence stakeholders across all levels of the organization.
Strong business acumen with the ability to connect financial results to operational and strategic objectives.
Essential and Physical Functions:
Frequent use of computer systems for financial analysis, planning, reporting, and communication activities.
Ability to sit for extended periods while reviewing detailed financial information and preparing reports.
Frequent verbal and written communication with employees, leadership, board members, and external stakeholders.
Ability to analyze complex information, exercise sound judgment, and make strategic business recommendations.
Occasional standing, walking, and travel to manufacturing facilities, offices, customer locations, or other business sites.
Ability to maintain focus and manage multiple priorities in a fast-paced business environment.
Work Environment:
Work is primarily performed in a professional office environment.
Regular interaction with employees, leaders, and business partners across multiple departments and locations.
Periodic travel to manufacturing facilities, distribution centers, and other operating locations may be required.
Exposure to manufacturing environments may occur during site visits, requiring compliance with applicable safety policies and procedures.
Work involves frequent collaboration with cross-functional teams to support business planning, performance management, and strategic initiatives.
Use of standard office equipment and technology is required to perform essential job functions.
Disclaimer:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at a time with or without notice. This job description is not an exhaustive list of all functions that the employee may be required to perform, and the employee may be required to perform additional functions. The company reserves the right to revise this job description at any time. The employee must be able to perform the essential functions of the position satisfactorily. If requested, reasonable accommodations may be made to enable employees with disabilities to perform the essential functions of the job, absent undue hardship.
Acknowledgement:
I have read this job description (or had it read to me) and I fully understand all my job duties and responsibilities. I am able to perform the duties and responsibilities as outlined, with or without reasonable accommodation. I understand that my job duties and responsibilities may change on a temporary or regular basis according to the needs of my location or department and if so I will be required to perform such additional duties and responsibilities. If I have any questions about job duties not specified on this description that I am asked to perform, I should discuss them with my immediate supervisor or a member of the Human Resources staff.