Posted 2w ago

Director, Financial Planning & Analysis (FP&A)

@ Halma
Morrisville, North Carolina, United States
HybridFull Time
Responsibilities:Leading planning, Advising executives, Partnering operations
Requirements Summary:10+ years in finance with FP&A leadership; experience with accounting functions; manufacturing/medical device or multi-entity environment preferred; strong financial modeling and Excel.
Technical Tools Mentioned:Excel, Financial systems, BI tools
Save
Mark Applied
Hide Job
Report & Hide
Job Description

Belong to a team where taking initiative, being adaptive, and inquisitive are valued. 

Job Summary 

The Director of Financial Planning & Analysis (FP&A) is a senior finance leader responsible for driving enterprise-wide financial planning, forecasting, reporting, and strategic decision support. Reporting directly to the CFO, this role provides critical financial insight to executive leadership and serves as a strategic business partner across the organization. 

The FP&A Director oversees the Finance and Accounting functions, ensuring strong integration between forward-looking financial planning and historical financial reporting.

 

Key Responsibilities 

Strategic Financial Leadership 

  • Serve as a trusted financial advisor to the CFO and executive leadership team, providing actionable insights to support strategic and operational decisions. 

  • Lead enterprise-wide financial planning activities, including annual budgeting, long-range planning, and rolling forecasts. 

  • Translate business strategy into financial models, scenarios, and performance metrics. 

  • Support M&A, capital investments, pricing strategies, and major business initiatives with robust financial analysis. 

FP&A Oversight 

  • Set the vision, standards, and cadence for FP&A processes, tools, and deliverables. 

  • Ensure high-quality financial models, forecasts, and variance analyses across all business units. 

  • Review and challenge assumptions, risks, and opportunities within forecasts and business cases. 

  • Drive continuous improvement in reporting, analytics, and decision-support capabilities. 

Controller & Accounting Oversight 

  • Provide leadership and oversight to the Controller to ensure accurate, timely, and compliant financial reporting. 

  • Ensure strong alignment between FP&A outputs and accounting results. 

  • Partner with the Controller on month-end close, financial statements, internal controls, audits, and compliance requirements. 

  • Maintain appropriate financial governance, controls, and documentation. 

Team Leadership & Development 

  • Develop and mentor finance leaders and team members through the Controller, fostering a high-performing and collaborative finance organization. 

  • Set clear goals, expectations, and performance standards for the finance team. 

  • Support talent development, succession planning, and capability building across FP&A and accounting functions. 

  • Promote a culture of accountability, curiosity, and continuous improvement. 

Cross-Functional Business Partnership 

  • Partner closely with leaders across Operations, Sales, Marketing, R&D, HR, and Supply Chain to drive financial discipline and performance. 

  • Provide financial insights on cost management, margin improvement, productivity, and operational efficiency. 

  • Communicate complex financial information clearly to non-financial stakeholders. 

 

Qualifications 

Education & Experience 

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CPA/CMA preferred). 

  • 10+ years of progressive finance experience, including significant FP&A leadership responsibility. 

  • Prior experience overseeing or partnering closely with Accounting/Controller functions. 

  • Experience in a manufacturing, medical device, or global/multi-entity environment strongly preferred. 

Technical & Professional Skills 

  • Deep expertise in financial planning, forecasting, and modeling. 

  • Strong understanding of accounting principles and financial statements. 

  • Advanced proficiency in Excel and financial systems; experience with BI/reporting tools preferred. 

  • Ability to synthesize complex data into clear, executive-level insights. 

Leadership & Behavioral Competencies 

  • Strategic thinker with strong business acumen. 

  • Proven people leader with the ability to influence through direct and indirect reporting lines. 

  • Highly collaborative, with excellent communication and relationship-building skills. 

  • Results-oriented, detail-driven, and comfortable operating in a dynamic environment. 

  • High integrity and ability to handle sensitive and confidential information. 

 

Working Conditions 

  • Primarily office-based with the ability to work in a hybrid environment, as applicable. 

  • Occasional travel may be required. 

Company: SunTech Medical; #LI-AA1

If you are passionate about making a positive impact on people's lives, come grow with us!

Not the right fit?  Let us know you're interested in a future opportunity by clicking Introduce Yourself in the top-right corner of the page or create an account to set up email alerts as new job postings become available that meet your interest!