The McPherson Companies
General Summary:
The Director of FP&A will lead the company’s financial planning, forecasting, budgeting, and analysis functions. This strategic role partners closely with the CFO and other senior leaders to drive data-informed decision-making, evaluate business performance, and ensure alignment with company objectives. The ideal candidate combines strong financial acumen, strategic thinking, and leadership capabilities with a deep understanding of operational drivers.
Primary Responsibilities and Duties:
- Lead the development and management of the company’s annual budget, long-range financial plans, and rolling forecasts.
- Provide actionable insights and analysis to senior leadership to support strategic initiatives and operational decisions.
- Prepare monthly, quarterly, and annual financial reporting packages, including variance analysis and KPI dashboards.
- Build financial models to support strategic planning, scenario analysis, capital allocation, and investment decisions.
- Partner with department heads to create aligned departmental budgets and monitor financial performance.
- Drive continuous improvement of planning and reporting tools, processes, and systems.
- Manage, mentor, and grow a high-performing FP&A team.
- Support board and investor reporting, including preparation of materials and ad hoc analysis.
- Ensure financial strategies align with broader company goals, operational realities, and industry trends.
- Identify and assess financial risks and opportunities across the business.
Position Requirements:
- Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
- 10+ years of progressive experience in financial planning & analysis, corporate finance, or related field.
- 3+ years of experience in a leadership or managerial role.
- Expertise in financial modeling, forecasting, budgeting, and variance analysis.
- Proficiency in financial systems: specifically, JD Ewards and/or Hubble is plus.
- Advanced Excel and PowerPoint skills; familiarity with data visualization tools (e.g., Tableau, Power BI) is a plus.
Position Competencies:
- Ability to make independent fact-based decisions in a quick and responsive manner with little to no supervision.
- Strong understanding of business operations and financial analysis.
- Experience with hiring, coaching, training, and managing individuals in your department.
- Must be highly organized, detail-oriented, and have successfully demonstrated the ability to manage multiple priorities.
- Advance computer skills with proficiency with Microsoft Office Outlook, Word, Excel and PowerPoint. Previous sophisticated ERP system experience preferred.
- Demonstrate a professional and positive attitude during all internal and external customer interactions.
- Strong organizational skills, multi-tasking, problem solving, and time management skills with attention to detail.
- Ability to create and maintain a positive work environment and culture while meeting customer expectations.
- Ability to effectively present information and respond to questions from groups of managers, clients, customers, and vendors.
- Ability to establish priorities, work independently, and achieve department objectives.
- Ability to make recommendations and interact with all levels of management, customers, and vendors.
- Self-starter and independent thinker with the ability to take initiative and make sound decisions.
- Proven experience identifying problems of varying complexities and finding effective solutions with few guidelines.
- Responsive to the needs of internal and external customers with a sense of urgency and commitment to follow up.
- Solid customer experience skills and ability to build value added relationships.
- Proven leadership skills with the ability to develop and motivate a team.
- Excellent interpersonal, written and verbal communication, and listening skills.
Working Conditions:
The work of this position is performed in an environmentally controlled office environment. This position requires the ability to work under pressure and with a diverse population including other employees, customers, vendors, etc. This position also requires prolonged periods of sitting in a regular seated position as well as the use of general office equipment including phones, printers, computers, (mouse, keyboard, etc.).
The above-noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the associate a general sense of the responsibilities and expectations of his/her position. As the nature of business demands change so, too, may the essential functions of this position.
The McPherson Companies, Inc. is an Equal Opportunity Employer – M/F/Vets/Disabled.

Equal employment opportunity, including veterans and individuals with disabilities.
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