Director, FP&A

General Summary of Position

The Director of Financial Planning & Analysis is a strategic finance leader responsible for enterprise-wide planning, forecasting, reporting, and performance management across Anthony & Sylvan. This role is critical to advancing the Company’s One Door strategy by enabling integrated financial visibility across the full customer lifecycle—from sales through construction, service, and ongoing engagement.

As a key member of the Finance organization, this leader partners closely with executive leadership and cross-functional teams to deliver actionable insights, support growth and margin expansion, and align financial outcomes with operational execution. The role also supports the development of a scalable, centralized FP&A function, enhancing forecasting accuracy, data accessibility, and decision support.

Essential Functions and Responsibilities

Enterprise Financial Planning & Forecasting

• Lead enterprise-wide budgeting, forecasting, and long-range planning processes aligned with strategic and operational priorities
• Develop consolidated revenue, margin, and EBITDA forecasts across all business lines, incorporating key drivers such as sales pipeline, backlog, construction performance, and service activity
• Establish standardized planning assumptions, frameworks, and tools to ensure consistency across divisions and functions

Performance Management & Business Insights

• Design and lead a performance management framework aligned to the One Door model, linking financial results to key operational drivers across the customer lifecycle
• Analyze financial and operational performance across divisions, markets, and channels to identify drivers of revenue, margin, and cost performance
• Deliver actionable insights and recommendations to improve profitability, efficiency, and customer outcomes

Strategic Business Partnership

• Serve as a trusted finance partner to executive leadership, General Managers, and functional leaders to support data-driven decision-making and accountability
• Translate complex financial results into clear, concise narratives that inform strategy and execution
• Support key initiatives including pricing optimization, capacity planning, service expansion, and growth investments
• Partner with Finance, IT, and business leaders to deploy automation and AI-enabled tools that enhance reporting, scenario planning, and scalability

Executive & Board Reporting

• Lead development of executive-level reporting, dashboards, and Board presentations
• Communicate performance trends, risks, and opportunities with clear linkage to business strategy
• Standardize reporting to ensure consistency and transparency across the enterprise

Finance Organization & Operating Model Evolution

• Support the evolution of a centralized and scalable Finance function, balancing enterprise oversight with strong business partnership
• Define and implement best practices across FP&A processes, roles, and responsibilities
• Partner with Accounting, Operations, and IT to align financial reporting, operational data, and system capabilities

Data, Systems & Analytics

• Enhance financial systems, reporting tools, and data infrastructure (ERP, FP&A platforms, BI tools) to improve visibility and forecasting accuracy
• Drive automation, standardization, and optimization of reporting processes
• Strengthen integration of financial and operational data to support timely decision-making

Growth & Investment Analysis

• Evaluate business opportunities, capital investments, and strategic initiatives using financial modeling (ROI, NPV, IRR)
• Assess market expansion, product/service offerings, and operational investments to support long-term growth
• Provide guidance on prioritization based on return and strategic impact

Team Leadership & Development

• Build and develop a high-performing FP&A team, fostering accountability, collaboration, and continuous improvement
• Provide coaching and mentorship to strengthen financial and business acumen
• Promote strong cross-functional partnership across Finance and the broader organization
• Other duties as assigned

QUALIFICATIONS – Knowledge, Skills & Abilities

PHYSICAL REQUIREMENTS

• Primarily sedentary work performed in an office environment
• Ability to communicate promptly and clearly via phone and computer

ACKNOWLEDGEMENT

Position duties and expectations change over time. This job description is not intended to be an all-inclusive, exclusive or exhaustive list of the job functions that an employee in this position may be asked to perform from time to time.The employee may perform other related duties as assigned to meet the ongoing needs of the Company. If there is ever a time that you are unsure what is expected of you, you are expected to meet with your manager and ask questions. If you are unsure how to perform a certain task, ask your manager before performing.