Director, Financial Planning & Analysis

Full-Time · Research Triangle, NC · Hybrid

Overview

Banyan Search is partnering with a growing, well-established organization to place a Director of Financial Planning & Analysis. This is a high-impact leadership opportunity for a finance professional ready to serve as a strategic partner to Marketing and Operations, owning the full finance stack across a multi-business-line environment. From budgeting, forecasting, and accounting to internal controls, growth evaluation, and process modernization, this role offers real scope and visibility for the right candidate.

Key Responsibilities

• Own annual operating and capital budgets; deliver in-year projections and drive executive cash and capital planning across multiple business units
• Oversee revenue and expense accounting for all business units; certify accuracy and deliver clear written and verbal narratives on monthly results
• Guide financial operations across AP, AR, payroll, T&E, cash management, banking, reconciliations, and trial balance production
• Partner with Finance leadership to design, document, and enforce internal controls; standardize policies and procedures across the organization
• Evaluate growth opportunities and new business launches — including pro formas and capital needs — and manage capital asset acquisitions
• Establish preferred vendor programs, business insurance strategy, and document retention practices; uphold enterprise risk and compliance responsibilities
• Build scalable financial processes and leverage modern tools to drive data-driven decision-making across the business

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field required; CPA preferred
• 7+ years of progressively responsible accounting and finance experience, including 3+ years leading teams
• Background in a professional or corporate services environment; multi-entity or divisional exposure strongly preferred
• Proficiency with ERP and financial reporting platforms; experience with reconciliation, BI, and Excel-based reporting tools required
• Proven track record in workflow design and process improvement; demonstrated success building scalable operations in a growth environment
• Strong leader-coach with high integrity, analytical acumen, and excellent communication skills
• Change-ready, proactive, and energized by continuous improvement in a fast-moving environment

Candidates must be legally authorized to work in the United States for any employer; visa sponsorship is not available for this position.