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Director of Financial Planning and Analysis

Truity Partners
Waukesha, WI Full Time
POSTED ON 8/5/2025 CLOSED ON 9/4/2025

What are the responsibilities and job description for the Director of Financial Planning and Analysis position at Truity Partners?

Director of FP&A (41115)


Our client is an organization in the Waukesha County area looking for a Director of FP&A. Our client is looking for someone with 8 years of experience, driven, and analytical. This company offers a collaborative team, high visibility, and competitive benefits. This position is hybrid.


The salary for this position is $160k - $200k.


The Director of FP&A will be responsible for, but not limited to, the following:


RESPONSIBILITIES

  • Own all month-end financial reporting and analysis, while providing analysis and commentary on business performance.
  • Lead and coordinate monthly forecast process with the ability to create detailed income statement models.
  • Manage and coordinate the annual budgeting process and long range strategic plan process.
  • Prepare communications and presentations on financial performance.
  • Work directly with the various business and functional leaders to educate and support them in developing their strategic plans, budgets, and forecasts.
  • Provide financial leadership, guidance, and analysis to finance and business partners to drive improved financial performance and meet the company’s goals and objectives.
  • Ad hoc financial analysis and special projects as needed.


The Director of FP&A will possess the following:


EXPERIENCE REQUIRED

  • Bachelor’s degree in accounting or related field, or equivalent education & experience.
  • CPA, CFA, or CMA preferred.
  • 8 years of related experience.
  • Experience in a manufacturing environment required.
  • Travel up to 10%.
  • Driven and results oriented.
  • Strong analytical skills, decision making and organizational skills.


Equal Opportunity Employer


The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.

Salary : $160,000 - $200,000

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