General Information:
Location: Middletown, OH
Job Type: On-site
Compensation: $170,000 – $190,000 Per Year + Full Benefits
Company Size: 30 – 70-million-dollar company

Job Description:
Our organization, a dynamic leader in the engineering services sector, seeks a seasoned Senior Financial
Strategy Director to drive financial planning and analysis initiatives. This role collaborates with
operations and accounting teams to support strategic growth. The successful candidate will oversee
budgeting, forecasting, and performance analytics, while leveraging technology to enhance business
processes and foster cross-departmental partnerships in a fast-paced, innovative environment.
Key Responsibilities

• Lead the annual budgeting process, coordinating with all departments to compile
  comprehensive financial plans and ensuring alignment with organizational objectives.
• Develop and maintain monthly rolling forecasts, including cash flow projections, and provide
  detailed variance analyses to track performance against projections.
• Design and manage a performance metrics dashboard to deliver actionable insights for
  operational and financial decision-making.
• Analyze business data to offer strategic recommendations for improving profitability and
  operational efficiency.
• Cultivate strong, collaborative relationships with stakeholders across all levels of the organization
  to support integrated financial strategies.
• Oversee the security framework and configuration of enterprise resource planning (ERP)
  systems, ensuring robust data integrity and access controls.
• Serve as a key contributor to ERP implementation and optimization, collaborating with cross-
  functional teams to enhance business processes through technology.
  Qualifications
• Master’s degree in Finance, Accounting, or a related field; a Bachelor’s degree with significant
  business experience may be considered.
• CPA or CFA certification is preferred.
• Minimum of 5 years of experience in financial planning and analysis, preferably within
  engineering, industrial, or professional services sectors.
• Advanced proficiency in Microsoft Office, with exceptional skills in Excel for data analysis and
  modeling.
• Experience with data visualization tools such as Power BI, Tableau, or similar platforms is
  advantageous.
• Strong analytical, communication, and relationship-building skills, with the ability to influence
  and collaborate across departments.
• Familiarity with ERP systems and their application in improving business processes.
  Keys to Job: Current FP&A work experience. Must have expertly leading the annual budgeting process
  and maintain accurate rolling forecasts, leveraging advanced Excel and dashboarding tools like Power BI
  or Tableau to deliver actionable insights and improve profitability. Building strong cross-departmental
  relationships and serving as a key ERP subject matter expert are critical for enhancing business processes
  and maintaining effective security frameworks. A proactive, analytical mindset combined with 5+ years
  of FP&A experience and an MBA in Finance. CFA, MBA or CPA’s are preferred, Master’s Degree.