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Director of Financial Planning and Analysis

  2026-05-04     Coda Search│Staffing     Conshohocken,PA  
Description:

Lead Financial Planning, forecasting and performance analysis for key business lines within the firm. The role serves as a strategic partner to senior leadership, providing insights that drive decision-making, optimize financial performance and support long term growth.

  • Deliver executive-level reporting, including variance analysis, KPI's and actionable insights.
  • Build and review complex financial models to support strategic initiatives, investments and new product launches.
  • Support board presentations, investor reporting and regulatory requirements.
  • Lead the annual budget process, quarterly forecast and long-range financial planning.


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