Director of Financial Planning and Analysis

Houston, Texas

JAB Recruitment
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Travel: Domestic & International

Overview:

A global industrial equipment leader is seeking a dynamic and results-driven Director of Financial Planning & Analysis (FP&A) to support its Aftermarket business unit. This high-impact leadership role requires strong financial acumen, strategic thinking, and a proven ability to drive automation and process improvements. The successful candidate will lead a team of experienced analysts and collaborate closely with operational stakeholders across global facilities.

Key Responsibilities:

  • Provide FP&A and accounting support for multiple global Aftermarket facilities.
  • Manage and mentor a team of three senior-level financial analysts.
  • Foster a collaborative environment within the FP&A team to increase alignment and effectiveness.
  • Lead all aspects of month-end close activities including journal entries, variance analysis, and SOX compliance.
  • Present monthly and quarterly performance updates to operations and financial leadership.
  • Partner with regional leaders to develop annual budgets, monthly forecasts, and long-term financial plans.
  • Lead the lifecycle of process automation projects-design, implementation, and change management.
  • Continuously improve reporting systems and processes for enhanced efficiency and accuracy.
  • Support internal and external audit activities as needed.
  • Conduct ad hoc analysis and special financial projects.

Required Qualifications:

  • Bachelor's degree in Accounting or Finance (required).
  • Minimum 10 years of progressive experience in accounting and/or FP&A.
  • At least 3 recent years of hands-on FP&A experience (not solely accounting roles).
  • Demonstrated experience managing or directly supervising financial professionals.
  • Proven ownership of automation and process improvement projects-examples may include creating dashboards or integrating big data analytics to enhance reporting and insight delivery.
  • Ability to independently lead the full lifecycle of process or system changes, from concept to execution.
  • Strong stakeholder communication skills with the ability to challenge assumptions and influence outcomes.
  • Highly skilled in interpreting and presenting financial data to both technical and non-technical audiences.
  • Stable work history (not seeking candidates with primarily short-term contract roles).

Preferred Skills & Experience:

  • Familiarity with Alteryx, Sigma, Oracle Cloud, Power BI, and Power Query is highly desirable.
  • Experience with system implementation or integration projects.
  • CPA, MIS, or Master's degree is preferred, but not required.
  • Working knowledge of Hyperion Financial Management is a plus.
  • Solid understanding of U.S. GAAP and general accounting principles.

Ideal Candidate Attributes:

  • Highly adaptable with the ability to solve problems in Real Time and respond quickly to changing priorities.
  • Comfortable operating in fast-paced environments and making decisions with incomplete data.
  • Not overly methodical-must be flexible, solutions-oriented, and capable of leading change.
  • Strong analytical mindset paired with strategic business insight.
  • Excellent interpersonal skills and the ability to influence at all organizational levels.
Date Posted: 12 May 2025
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