Director of Financial Planning & Analysis

Who We Are

At C.A. Ferolie, we pride ourselves on maintaining strong traditions of excellence, providing our valued clients with tailored sales and marketing solutions since 1947. Our teams are enthusiastic, experienced, and knowledgeable people who consistently exceed expectations. We are family-owned and operated, giving us unparalleled flexibility to invest locally in talent and development that delivers industry-leading results.

We're looking for a Director of Financial Planning & Analysis (FP&A) who will be a strategic partner to the Executive Team, providing financial insights that fuel growth and create value for all stakeholders. This leader will drive continuous improvement in forecasting, reporting, and analysis while cultivating a culture of accountability, learning, and collaboration across the organization. Duties will include forecasting, projections, analysis, cash flow projections, maintaining several spreadsheets, job costing, assisting in financial statement preparation, and other projects as assigned.

At C.A. Ferolie , we are a hands-on, entrepreneurial organization with small, nimble teams. The Director of FP&A will thrive in this environment by balancing strategic vision with a roll-up-your-sleeves approach.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

• Strategic Planning & Forecasting

o Lead the annual financial planning process, aligning cross-functional priorities and securing Board approval.

o Own quarterly forecasting, including risk and opportunity assessment to ensure delivery of financial plans and KPIs.

o Partner in long-term strategic financial planning, integrated with enterprise strategy.

o Develop financial models for budgeting and forecasting.

o Analyzing current financial performance against historical data and forecasts.

o Identify trends and make recommendations for financial optimization.

o Lead the annual budgeting process, including capital expenditure planning.

o Deliver clear, actionable analysis of results, trends, and variances to the Executive Team and business partners.

o Conduct detailed variance analysis, identify trends, and recommend improvements to enhance financial outcomes.

o Managing the preparation of quarterly and annual financial reports.

o Develop and monitor KPIs and financial targets across all functions.

o Support financial presentations for the Executive Team and Board of Directors.

o Monitor and track project performance, providing insights and timely updates to stakeholders.

o Collaborate with Growth, Operations, and People teams to evaluate initiatives, investments, and resource allocation.

o Collaborate with the accounting team to ensure the accuracy and integrity of financial data.

o Provide financial insights that inform decision-making on growth opportunities and operational efficiency.

o Drive process improvements to enhance accuracy, efficiency, and scalability of FP&A.

o Steward financial systems, tools, and processes to enable smarter, faster decision-making.

o Externally benchmark practices to bring best-in-class approaches to C.A. Ferolie.

o Manage and contribute to high-impact projects as assigned, bringing both strategic and tactical focus.

Competencies : To perform the job successfully, an individual should demonstrate the following competencies.

Qualifications : To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Technology / Systems Proficiency :

Perks :

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