Sr. Director, Financial Planning & Analysis

About this role

Summary The Senior Director of Financial Planning & Analysis (FP&A) establishes, leads, and governs enterprise-wide financial planning, forecasting, and performance-management processes. Reporting to the Vice President of Finance, this role ensures the integrity, consistency, and strategic relevance of the financial information used by Executive Management and the Board, and provides independent financial insight across Commercial, Operations, Supply Chain, and Corporate functions, with particular emphasis on forward-looking analysis, scenario planning, and value creation.

Duties and Responsibilities Enterprise Financial Planning & Forecasting • Lead the enterprise budgeting, quarterly rolling forecast, and long-range planning process - including calendar, assumptions, templates, consolidation, and review - and support the Vice President, Finance in driving the annual operating plan. • Establish standardized planning assumptions, methodologies, and planning calendars across the organization. • Ensure consistency, accuracy, and transparency across volume, revenue, cost, margin, and cash-flow forecasts. Performance Management & Reporting • Deliver enterprise performance reporting and prepare management, Senior Leadership Team (SLT), Executive Leadership Team (ELT), Board, and investor materials in support of the Vice President, Finance and CFO. • Provide clear analysis of financial performance, trends, risks, and key value drivers - including volume, price/mix, and cost per unit - and develop and maintain enterprise financial and performance KPI dashboards and management-reporting packages in partnership with the Vice President, Finance. • Translate complex financial data into concise, decision-oriented insight for executive decision-making. • Establish and own the enterprise multi-dimensional P&L framework (Product Category, Channel, Platform, and Plant), enabling consistent review of historical and forecasted performance across the business. Strategic, Scenario & Investment Analysis • Lead scenario modeling, sensitivity analysis, and stress testing in support of strategic planning and risk management. • Provide financial modeling and analysis to support the Vice President, Finance and CFO in evaluating strategic initiatives, capital investments, and M&A. • Support the VP Finance in shaping long-term financial strategy, capital allocation, and resource prioritization. Forecast Governance & Data Integrity • Own enterprise forecast governance, ensuring disciplined review cycles, accountability for assumptions, and transparency of drivers. • Partner with Accounting and Controllership to ensure alignment between actual results, forecasts, and reported financial outcomes. • Ensure the accuracy, consistency, and auditability of financial data used in planning and performance reporting. • Oversee preparation of lender and covenant compliance certificates and related external reporting, partnering with Controllership and Treasury. Finance Systems, Technology & Transformation • Drive continuous improvement of FP&A planning systems, tools, and reporting automation (e.g., SAP, SAP BPC, SAP Analytics Cloud/SAC, and BI), partnering with the Vice President, Finance and IT on enterprise finance-system initiatives. • Drive process standardization, automation, and simplification to improve efficiency, scalability, and data quality within Finance. • Sponsor Smart CHG and AI-adoption initiatives to modernize FP&A planning, analytics, and reporting across the enterprise. Organization & Talent Leadership • Build, lead, and develop the FP&A organization, including Directors, Managers, and Analysts. • Foster a culture of accountability, insight, and continuous learning across the team. Minimum Job Requirements Education/Certifications and Experience • Bachelor's degree in Accounting, Finance, Economics, or a related field required; MBA and/or professional certification (CPA, CMA, or CFA) preferred. • Minimum of 15 years of progressive FP&A or strategic-finance experience, preferably in a manufacturing or integrated ERP environment (SAP, including SAP BPC and SAP Analytics Cloud), including at least 5 years leading and developing teams. • Proven ability to influence executive-level stakeholders and operate in a fast-paced, matrixed environment. • Progressive financial reporting and analysis experience, including modeling and price/volume/mix analysis; BI and predictive-AI exposure a plus. Knowledge, Skills, and Abilities • Strong strategic and analytical capability, commercial acumen, and business judgment. • Advanced financial modeling and analytical skills. • Deep understanding of margin, profitability, and cost drivers, including how pricing and revenue models affect enterprise results. • Excellent stakeholder-management and influencing skills. • Ability to translate data into strategic insight. • Ability to be self-directing with limited supervision. • Strong project-management skills, keeping deadlines, priorities, and people engaged. Supervisory Responsibilities • Leads the FP&A organization, including Directors, Managers, and Analysts. • Work requires supervising and monitoring the work performance of direct reports, including making final decisions on hiring and disciplinary actions, evaluating work objectives and effectiveness, and realigning work and staffing assignments as needed. • Develops the functional responsibilities of individuals who report to this position and ensures best-in-class output. Working Conditions and Physical Effort • Primarily operates in a professional office environment with standard business equipment and technology. • Position is based in San Antonio, TX. Expectations • Deliver accurate, timely financial plans, forecasts, and analysis. • Produce effective performance reporting and strategic insight. • Maintain strong FP&A governance and data integrity. • Lead effectively and develop team capability. • Drive efficiency and process improvements leveraging ERP, BI, and IT tools

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