What are the responsibilities and job description for the Director, Financial Planning position at BerryMex?
Job Description
Job Contributions and Key Responsibilities
Strategic Financial Planning & Business Partnership
- Lead the annual budgets, rolling forecasts, and long-range planning process.
- Act as a strategic partner to the executive team and business leaders, providing proactive financial insights and support.
- Drive scenario modeling, strategic investment reviews, and profitability optimization.
- Own financial performance reporting and KPIs for leadership and board use.
- Analyzes strategic investments and cost improvement initiatives across the enterprise.
- Support board communications on financial outlook and strategy.
Finance Transformation Leadership
- Lead FP&A transformation and improvements by strategically anticipating business needs and proactively integrating strategy, people, processes, and tools.
- Drive the implementation of enabling technologies (e.g., automation, AI, cloud-based planning platforms) to elevate FP&A capabilities and embed a culture of continuous improvement and innovation.
- Lead change management and drive adoption of new ways of working within the Finance organization.
- Redesign and standardize core FP&A processes (planning, reporting, forecasting) to boost agility and efficiency.
- Establish success metrics and track ROI of transformation initiatives.
Business Insights & Analytics (BI&A) Oversight
- Oversee the BI&A function responsible for enterprise-wide data visualization, dashboarding, and self-service tools.
- Ensure high standards of data quality, integrity, and governance.
- Drive accessibility of real-time, actionable insights to all business areas.
- Oversee executive-level performance reporting and dashboards (e.g., Power BI)
Performance Management & KPI Frameworks
- Develop and institutionalize company-wide financial and operational KPIs (e.g., per unit analysis)
- Implement performance dashboards aligned with strategic goals and accountability structures.
- Conduct monthly business reviews and partner with business units to drive actions from insights.
- Ensure clear performance narratives for senior leadership and board reporting
Ad Hoc Strategic Support & Special Projects
- Provide high-impact support for business initiatives, M&A, pricing, and ROI modeling.
- Responsible for financial due diligence and strategic analysis for new investments and partnerships.
- Design and execute custom models or short-turnaround decision-support tools for executive needs.
Other
Other duties as assigned
Knowledge, Skills And Abilities
- FP&A strategy, corporate finance, performance management, and business partnering (Expert)
- Financial systems, planning tools, and reporting technologies (e.g., SAP, Anaplan, Oracle, Power BI)
- Strong understanding of automation, transformation frameworks, and data governance
- Board, investor, and executive-level financial communication
- Executive communication and influencing
- Advanced financial modeling, scenario planning, cost optimization
- Dashboard and report development (Power BI)
- Strategic storytelling and stakeholder management
- Visionary with strong strategic acumen
- Highly analytical and structured thinker
- Change leader and effective team builder
- Ability to collaborate cross-functionally and globally
- Comfortable working in fast-paced, evolving environments
Education Level:
Bachelor's Degree - MBA preferred
Field/s Of Education
- Finance
- Economics
- Business Administration / Finance
- Engineering
Years Of Experience
- 10 years in FP&A or Corporate Finance
- 3 years in a leadership role with a preferred global scope
Languages- English >95%
Spanish
Necessary Software
- Microsoft Office Suite – Advanced
- Anaplan / Oracle / EPM / SAP – Advanced
- Power BI/ Tableau – Intermediate to Advanced
Travel Requirements
Ability to travel 10% of the time – domestic and international
Pay Scale:
$196,600 to $228,000
Salary : $196,600 - $228,000