Director of Financial Planning and Analysis - The Overture Group, LLC : Job Details

Position Title: Director of Financial Planning and Analysis (FP&A)

Location: Niles, IL

Our client is an innovative specialty manufacturing company, catering to a wide range of industries in consumer goods. They are private equity owned, financially stable, and growing.

Position Summary:

The Director of Financial Planning and Analysis (FP&A) will lead the company's financial planning, budgeting, and forecasting processes to support their growth strategy. Reporting to the CFO, this position will act as a strategic partner to executive leadership, delivering insightful analyses and actionable recommendations to drive profitability, operational efficiency, and long-term value creation.

Key Responsibilities:

• Financial Planning & Forecasting:
• Lead the annual budgeting process and periodic forecasting to ensure alignment with the company's strategic goals.
• Develop robust financial models to analyze revenue, costs, margins, and capital expenditures.
• Strategic Analysis & Reporting:
• Deliver accurate, timely, and actionable financial reporting and insights to senior leadership.
• Analyze business performance against budgets and forecasts, identifying key trends, risks, and opportunities.
• Partner with operational teams to track and optimize financial performance by segment or project.

M&A Support:

• Conduct financial due diligence, including assessing the target company's financial performance, synergies, and risks.
• Develop pro forma financial statements and integration plans to support deal valuation and execution.
• Assist in post-acquisition integration efforts, ensuring alignment with strategic and financial objectives.
• Decision Support:
• Provide financial insights to support key business decisions, including pricing strategies, capital investments, and growth initiatives.
• Conduct scenario planning and sensitivity analyses to assess financial impact.
• Process Improvement:
• Streamline and enhance FP&A processes, tools, and reporting systems to improve efficiency and effectiveness.
• Drive the implementation of financial planning software and systems to support scalability.
• Leadership & Collaboration:
• Lead and mentor a team of finance professionals to deliver high-quality outputs and continuous development.
• Act as a trusted advisor and partner to cross-functional teams, fostering collaboration across departments.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA preferred.
• 8+ years of progressive FP&A experience, ideally in a manufacturing or packaging environment.
• Public accounting/M&A consulting experience a plus.
• Strong analytical skills with demonstrated success in financial modeling and data-driven decision-making.
• Expertise in ERP systems and financial planning tools (QlikView a plus)
• Exceptional communication skills, with the ability to present complex information clearly and concisely.
• Proven leadership and team management abilities, fostering a culture of accountability and growth.
• Experience in process improvement, automation, and system implementation a plus.