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: $180,000-$230,000 + 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 bachelor’s 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 structures—such as investment, private equity, or multi-entity environments—and 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.
