Director, Financial Planning & Analysis – FP&A

Confluent Medical Technologies

. Lead Confluent's corporate financial planning and analysis function and serve as a key financial partner to the Chief Financial Officer and Senior Leadership Team .

Posted 11/1/2026full-timeUnited StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and strategic planning. Proficient in leading cross-functional teams and delivering executive-level financial insights and reporting.

Highest-signal resume keywords

Financial Planning And AnalysisM&A Due Diligence And IntegrationBudgeting And ForecastingAdaptive Planning And EpicorPower BI And Domo

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial ModelingCost AccountingVariance AnalysisKPI ReportingStrategic PlanningCash Flow ForecastingPricing AnalysisAnalytical SkillsProject ManagementPeople Management

Soft Skills

Interpersonal CommunicationExecutive Presentation SkillsInfluencing SkillsTime ManagementProblem-Solving Skills

Tools & Technologies

ExcelPowerPointAdaptive PlanningEpicorPower BIDomo

Certifications & Qualifications

Bachelor's Degree In Business AdministrationBachelor's Degree In AccountingBachelor's Degree In FinanceMBA Preferred

Industry Keywords

Corporate FinanceSG&A BudgetingCommercial FinanceFinancial Due DiligenceLong-Range PlanningExecutive-Level CommunicationMulti-Business EnvironmentCost-Center BudgetingRevenue TrendsIntegration Planning

About the role

Key responsibilities & impact

Lead Confluent's corporate financial planning and analysis function and serve as a key financial partner to the Chief Financial Officer and Senior Leadership Team
Own the corporate FP&A calendar, including annual budgeting, monthly forecasting, and long-range planning
Lead SG&A budgeting and centralized cost accounting across the organization
Lead Commercial Finance and pricing analysis, business intelligence and reporting
Own the Company's cash flow forecasting process
Lead financial due diligence and integration for M&A activity
Lead the corporate FP&A team and deliver financial and operational analysis, metrics, and executive-level communication
Own annual budget guidance, timelines, tools, templates, and reconciliation across business units and corporate budgets
Coordinate monthly and 12-month rolling forecasts across Finance, Operations, Supply Chain, and Commercial
Develop short-range and long-range strategic planning models with the CFO and Senior Leadership Team
Prepare monthly corporate reporting packages with consolidated financial statements, KPI reporting, variance analysis, and executive commentary
Administer Adaptive Planning and Epicor enterprise planning and consolidation tools
Build and maintain Power BI and Domo dashboards and self-service reporting
Establish data governance standards and consistent metric definitions
Own SG&A and centralized corporate cost-center budgeting, forecasting, and reporting
Lead centralized cost accounting and LEAN capitalized labor and overhead accounting
Partner with Sales and Commercial leadership on quote analysis, customer profitability, revenue trends, and MSA price reviews
Own pricing analysis, margin analysis, PSR and MPR processes, price measurement, and income variance analysis
Set free cash flow and working capital targets and monitor performance
Lead M&A valuation models, synergy analysis, target-company financial evaluation, integration planning, execution, and post-acquisition synergy tracking
Provide financial modeling and analysis for acquisitions, divestitures, new product development, and strategic projects
Recruit, coach, train, and manage FP&A team performance
Partner with executive and cross-functional leaders to improve processes, tools, and decision-making
Prepare Board and Senior Leadership materials

Requirements

What you’ll need

Bachelor's Degree in Business Administration, Accounting, or Finance required; MBA preferred
10+ years experience in FP&A or Operational Finance leadership roles
10+ years of people management experience
Strong accounting and systems skills, including Excel and PowerPoint
Experience in Adaptive Planning, Epicor, Power BI, and Domo are prioritized
Demonstrated experience leading annual budget, forecast, and long-range planning in a multi-business environment
Experience with M&A due diligence and post-acquisition integration
Executive presence and interpersonal communication skills, with well-honed influencing skills
Effective written, oral, and executive presentation skills
Excellent time management and project management skills
Superior analytical, problem-solving, and critical-thinking skills, with demonstrated intellectual and analytical rigor
Proven ability to partner across multiple business functions and influence decisions without direct authority
Ability to work autonomously in ambiguous situations with minimal oversight, managing multiple work streams