Director, Financial Planning & Analysis

Datasite
Minneapolis, New York
Workplace: HybridFull timeUSD 141,700 - 247,700Function: Executive & General ManagementExperience: 10+ yearsEducation: bachelorsSkills: ["Leadership","Stakeholder management","Communication","Analytical capability","Judgment"]

Lead a major FP&A area, owning budgeting, forecasting, long-range planning, and management reporting for enterprise processes. Drive governance and forecasting accuracy through established planning calendars, standards, and review processes. Communicate financial results, trends, risks, and recommendations to senior leadership and support executive analysis, modeling, and strategic planning. Oversee teams and deliverables, including full financial statement forecasting and process improvements to enhance planning discipline and insight.

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FursaFursa
Datasite
Datasite
1 day ago

Director, Financial Planning & Analysis

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Last checked: 8 hours agoStatus: Live

Job Summary

Lead a major FP&A area, owning budgeting, forecasting, long-range planning, and management reporting for enterprise processes. Drive governance and forecasting accuracy through established planning calendars, standards, and review processes. Communicate financial results, trends, risks, and recommendations to senior leadership and support executive analysis, modeling, and strategic planning. Oversee teams and deliverables, including full financial statement forecasting and process improvements to enhance planning discipline and insight.
Location: Minneapolis, New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Director level

Key Responsibilities

  • •Lead FP&A planning, forecasting, reporting, and analysis for assigned areas or enterprise processes.
  • •Direct annual budget, recurring forecast, long-range planning, and performance management activities.
  • •Communicate financial results, trends, risks, and recommendations clearly to senior leadership.
  • •Oversee management reporting, operating reviews, executive presentations, and Board-related materials as needed.
  • •Lead financial statement forecasting (P&L, balance sheet, cash flow) and review complex models and scenario analyses to support decisions.
Travel: Low travel

Pay and Benefits

Salary: USD 141,700 - 247,700
Perks:Health InsuranceDentalVisionRetirement SavingsPaid Leave

Key Requirements

  • •Bachelor’s degree in finance, Accounting, Economics, or a related field.
  • •10+ years of progressive Finance, FP&A, or related experience.
  • •Team lead or supervisory experience, including leading FP&A teams/processes or major planning/reporting deliverables.
  • •Strong experience with budgeting, forecasting, long-range planning, financial reporting, and executive-level analysis.
  • •Strong financial acumen (GAAP knowledge, internal controls, revenue recognition, and full financial statement modeling).
Experience:10+ yearsFP&AFinancial reportingPlanningForecastingBudgeting
Education:Bachelor's in finance, Accounting, Economics, or related field
Skills:LeadershipStakeholder managementCommunicationAnalytical capabilityJudgment
Certifications:MBACPACFA

Company Brief

Datasite
Provides board reporting and meeting-management SaaS that streamlines preparation, collaboration and follow-up for executive and board meetings, delivering secure workflows and AI-powered insights to improve decision-making for large organisations.
Industry: Enterprise Software
Company Size: Medium (51 to 250 employees)
Growth: Established Company
Funding: Series B
Headquarters: Zurich, Switzerland
Founded: 2011
Glassdoor
Glassdoor: 4.4
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