Director of Financial Planning & Operations

I. Position Overview
The Director of Financial Planning & Operations is responsible for leading the company’s financial planning, budget management, operational analysis, and related financial operations, providing management with accurate, timely financial information and decision-making support. This role requires integrating financial data with business objectives to drive budget formulation, financial forecasting, performance tracking, and operational process optimization, thereby supporting resource allocation and long-term strategic planning.
The position involves close collaboration with finance, accounting, operations, and various business units to ensure alignment between financial planning and actual business execution, while continuously enhancing financial operational efficiency, reporting quality, and internal management capabilities.
II. Key Responsibilities
1. Financial Planning and Forecasting
Lead annual financial planning, budget formulation, and periodic forecasting processes.
Collaborate with business units to establish financial targets, revenue plans, cost budgets, and resource requirements.
Implement rolling forecast and scenario analysis mechanisms to assess the impact of business changes on financial performance.
Propose adjustments to financial plans to management based on operational data and market dynamics.
2. Budget and Cost Management
Develop budget management processes, timelines, and guidelines for departmental budget preparation.
Monitor budget execution and analyze variances between actual results and the budget.
Collaborate with business leaders to identify opportunities for cost control and resource optimization.
Promote budget accountability to ensure budget utilization aligns with business priorities.
3. Operational and Financial Analysis
Analyze revenue, profitability, cash flow, costs, and key operational metrics.
Prepare monthly, quarterly, and annual financial analysis reports and management presentations.
Conduct variance analysis, profitability analysis, and business performance evaluations.
Translate complex financial data into clear, actionable business recommendations.
4. Financial Operations Management
Oversee the accuracy and timeliness of operational processes and management reports related to financial planning.
Coordinate with the accounting team to provide data and analytical support for month-end, quarter-end, and year-end closing.
Optimize processes for financial data collection, reconciliation, reporting, and approval.
Drive the automation of financial systems, reporting tools, and workflows to enhance operational efficiency.
5. Business Collaboration and Resource Allocation
Establish collaborative mechanisms with operations, sales, marketing, product, and other business units.
Provide financial analysis for business plans, project investments, and major resource allocation decisions.
Participate in financial evaluations for new business ventures, product launches, market expansion, and operational improvement projects. Support management in evaluating business priorities and their associated financial impacts.
6. Financial Performance and Metric Management
Establish and maintain a framework of financial and operational performance metrics.
Monitor changes in key financial indicators; identify potential risks and opportunities for improvement.
Collaborate with business units to develop performance improvement plans and track their execution.
Regularly report financial performance, forecast changes, and significant variances to management.
7. Internal Control and Risk Collaboration
Collaborate with accounting, audit, and compliance teams to refine control processes related to financial planning.
Ensure that budgeting, forecasting, and management reporting processes comply with company policies and applicable requirements.
Identify operational risks within financial planning and reporting processes and drive corrective actions.
Provide financial analysis data and process documentation required for internal and external audits.
8. Team and Process Leadership
Manage the financial planning and operations team; clearly define roles, responsibilities, and work objectives.
Mentor financial analysts and team members to enhance their analytical and reporting capabilities.
Establish standardized workflows, quality assurance mechanisms, and team training programs.
Allocate team resources and prioritize tasks effectively in response to changes in business scale.
III. Qualifications
Bachelor’s degree or higher in Finance, Accounting, Economics, Business Management, or a related field.
Typically requires 20+ years of experience in Financial Planning & Analysis (FP&A), financial operations, management accounting, or related areas.
Possesses 8+ years of experience in team management or leading financial projects.
Proficient in annual budgeting, financial forecasting, variance analysis, cash flow analysis, and operational performance analysis.
Strong capabilities in financial modeling, data analysis, and report preparation.
Ability to collaborate effectively with non-financial business teams and explain financial results and their business implications.
Proficient in Excel and financial planning, reporting, or ERP software.
Excellent communication, organizational, problem-solving, and team management skills.

Work arrangement
Yes