Director of Financial Planning & Analysis

Director of Financial Planning & Analysis (FP&A)
I. Position Overview
The Director of Financial Planning & Analysis (FP&A) is responsible for corporate financial planning, budgeting, operational forecasting, financial analysis, and performance management.
By establishing financial forecasting models, budget management mechanisms, and operational analysis frameworks, this role evaluates revenue, costs, profits, cash flow, and return on investment (ROI). The Director provides accurate, timely financial information and decision-making recommendations to the Chief Financial Officer (CFO) and senior management, thereby supporting resource allocation, cost control, and long-term business growth.
II. Key Responsibilities
1. Financial Planning & Strategic Support
Develop annual and medium-to-long-term financial plans, ensuring alignment between financial goals and corporate strategy.
Translate business strategies into quantifiable financial targets and operational plans.
Analyze the impact of business growth, profitability, and capital investment on corporate financial performance.
Provide financial planning and strategic decision-making support to the CFO and senior management.
2. Annual Budget Management
Oversee the preparation, review, consolidation, and coordination of the annual budget.
Guide business units in formulating budgets for revenue, costs, headcount, and operations.
Establish mechanisms for budget approval, execution monitoring, and variance analysis.
Standardize budget management processes to enhance budget accuracy and execution efficiency.
3. Financial Forecasting & Scenario Analysis
Establish systems for monthly, quarterly, and annual financial forecasting.
Update financial forecasts based on business performance, market changes, and operational assumptions.
Conduct analyses of revenue, profit, and cash flow under various operational scenarios.
Identify potential financial variances and operational risks, and propose mitigation strategies.
4. Financial Modeling & Operational Analysis
Build analytical models for revenue, costs, profit, cash flow, and profitability.
Analyze financial performance across business lines, products, regions, and customer segments.
Conduct sensitivity analysis, break-even analysis, and return on investment (ROI) analysis.
Translate complex financial data into actionable business recommendations for management.
5. Financial Performance Management
Establish a framework of financial performance indicators for the corporation and individual business units.
Regularly analyze variances between actual results and budgets, forecasts, and historical performance.
Track changes in revenue growth, gross margins, operating expenses, and profit margins.
Collaborate with business leaders to formulate performance improvement measures. 6. Revenue and Profitability Analysis
Evaluate the company's revenue structure, sources of business growth, and revenue quality.
Analyze product pricing, sales mix, customer composition, and gross margins.
Identify business segments, products, or operational areas with low profitability.
Provide financial recommendations for pricing adjustments, product mix optimization, and market expansion.
7. Cost and Expense Management
Establish a system for analyzing operating costs and expenses.
Monitor personnel costs, sales expenses, R&D expenses, and administrative expenses.
Identify issues related to cost overruns and inefficient resource utilization.
Collaborate with business and operations teams to develop cost optimization plans.
8. Cash Flow and Working Capital Analysis
Analyze cash flow performance across operating, investing, and financing activities.
Assist in assessing working capital requirements and cash flow forecasting.
Monitor the impact of accounts receivable, accounts payable, and inventory on capital utilization.
Provide analytical support for capital planning, liquidity management, and financial risk control.
9. Management Reporting and Decision Support
Prepare monthly, quarterly, and annual financial analysis reports.
Report key financial metrics to the CFO, VP of Finance, and business unit leaders.
Develop management dashboards to visualize revenue, profit, budget, and forecast performance.
Provide financial analysis for business expansion, capital expenditures, and major projects.
10. Cross-functional Collaboration and Business Partnering
Collaborate with sales, marketing, product, R&D, operations, and HR teams.
Assist business units in formulating operational plans and financial targets.
Evaluate the financial feasibility of new products, market entry, and business expansion.
Enhance business teams' understanding of financial data, budget accountability, and operational performance.
11. Financial Systems and Process Optimization
Drive the digitalization of financial planning, budgeting, and forecasting processes.
Optimize the use of ERP, EPM, BI, and financial analysis tools.
Improve the accuracy, consistency, and traceability of financial data.
Promote report automation and optimize analysis workflows to boost team efficiency.
12. Team Management and Talent Development
Manage the daily operations of the Financial Planning & Analysis (FP&A) team.
Oversee team recruitment, training, performance evaluation, and career development. Establish quality standards for financial analysis, forecasting, and reporting.
Drive the team to enhance capabilities in financial modeling, business analysis, and communication.
III. Qualifications
Bachelor’s degree or higher in Finance, Accounting, Economics, Mathematics, Statistics, Business Administration, or a related field.
Experience in Financial Planning & Analysis (FP&A), management accounting, financial analysis, or corporate financial management.
Experience with annual budgeting, financial forecasting, operational analysis, and performance management.
Familiarity with financial statements, cost structures, profitability analysis, and cash flow analysis.
Strong skills in financial modeling, scenario analysis, and data analysis.
Ability to analyze complex financial data and formulate clear, actionable management recommendations.
Proficiency in Excel and tools for financial planning, corporate performance management (CPM), or business intelligence (BI).
Experience using ERP, EPM, BI, or financial data analysis systems.
Competence in cross-functional collaboration, project management, and team leadership.
Experience in large enterprises, multi-business unit environments, or cross-regional financial analysis is preferred.
Strong business acumen, logical thinking, and communication skills.
Professional certifications (CPA, CMA, CFA, ACCA, etc.) or an MBA degree is preferred.

Work arrangement
Yes