Director of Financial Planning & Analysis

Director of Financial Planning & Analysis

A long-established and community-oriented organization is seeking a Director of Financial Planning & Analysis to lead financial strategy and support its employee ownership structure. With a history dating back to the 19th century and a reputation for stability-including no layoffs of office staff in its history-this company offers a rare opportunity to join a values-driven business that prioritizes people, growth, and long-term success.

Company Highlights

Founded over 100 years ago, with deep roots in the local community.

Privately held and transitioned to 100% employee ownership in early 2025.

Known for its commitment to employee development and internal career growth.

Maintains a strong culture of giving back and long-term stability.

Position Overview

The Director of FP&A will oversee financial planning, forecasting, and analysis across the organization, including two subsidiary entities. This role also plays a critical part in managing the financial aspects of the company's ESOP, including valuations, compliance, and cash forecasting.

Key Responsibilities

Lead and mentor two direct reports : Accounts Payable Manager and Corporate Accountant.

Develop and manage financial forecasts, cash flow models, and strategic planning initiatives.

Oversee ESOP-related financial activities, including valuations and compliance.

Qualifications

Minimum of 10 years of experience in financial planning and analysis or corporate finance.

Strong understanding of ESOP structures, compliance, and valuation methodologies.

Proven leadership experience with a track record of team development.

Ability to work cross-functionally and contribute to a collaborative, mission-driven culture.

Salary : $150,000 to $190,000

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