Director of Financial Systems and Information

Role overview

This leadership position is responsible for guiding the company’s financial planning, forecasting, reporting, and strategic analysis activities. The role acts as a trusted partner to senior leadership by turning financial information into clear recommendations that help shape strategy, improve performance, and support long-term business growth. It also owns the development of budgeting and forecasting routines, financial modeling, and management reporting, while championing automation, analytics, and scalable reporting tools.

Reporting and analysis

• Prepare monthly and quarterly management reporting packs covering profit and loss, variance explanations, and key performance indicators.
• Review actual results against budget and forecast, then explain the major reasons behind performance differences.
• Convert financial data into practical insights that leaders can use for decisions.

Planning and budgeting

• Support the company-wide annual budget and forecasting cycle.
• Work with department leaders to build both bottom-up and top-down budgets.

Business partnering

• Act as a strategic finance advisor to the CEO, President, CFO, and other executives.
• Support business teams with financial decisions and trade-off analysis.
• Assess new initiatives, investment proposals, and cost-reduction opportunities.

Strategic support

• Perform profitability reviews for fixed assets, acquisitions, and other strategic investments.
• Evaluate software and systems acquisition options, including finance requirements, business-case development, and implementation impact assessment.
• Create and present financial updates for the Board, executive leadership, and company town hall meetings.
• Develop specialized decision-support reporting, including profit-sharing analysis.

Team and process leadership

• Document, maintain, and improve accounting and financial planning processes, policies, and procedures.
• Partner with Accounting to keep policy and procedure manuals current and aligned between accounting reporting and FP&A workflows.
• Set and enforce standards for data governance, validation checks, and accounting definitions across financial systems.

Automation and process improvement

• Reduce manual and repetitive finance work by introducing automation tools such as Power BI, Alteryx, Python scripts, or RPA solutions.
• Improve the close and reporting timeline so leadership receives insights faster.
• Build scalable self-service dashboards that let business partners access real-time financial information without depending on the FP&A team.
• Standardize data definitions, hierarchies, and reporting structures across systems to create one reliable source of truth.
• Continuously compare FP&A practices with industry best practices and promote a culture of operational efficiency in finance.

Qualifications and requirements

• Bachelor’s degree in Finance, Accounting, Economics, or Business Administration is required; an MBA or other advanced finance degree is preferred.
• CPA or CMA certification is preferred, and FP&A certification is considered an advantage.
• At least 10 years of progressive experience in financial reporting.
• Proven ability to manage complex projects and reporting cycles under tight deadlines.
• Strong critical-thinking skills with the ability to review data thoroughly and ensure reporting accuracy.
• Excellent written and verbal communication skills.
• Advanced proficiency with ERP platforms and financial reporting tools.
• Experience leading both remote and on-site team members.

Work environment and notice

Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential duties of the role. While carrying out job responsibilities, the employee may occasionally be exposed to moving mechanical parts, fumes or airborne particles, toxic or caustic chemicals, and electrical shock hazards when working in operations or laboratory areas. The usual noise level is moderate, though it can sometimes become high in the open-office setting.

Additional information

This description is intended to communicate the general nature and level of the work expected in this role. It is not meant to be a complete list of all duties, responsibilities, or qualifications associated with the position.