Lead Investment Analyst managing investment analysis for institutional retirement plans at Transamerica. Collaborating with teams to launch and monitor investment products focused on client needs.
AI
Onsite Director, Financial Planning – Analysis
Posted 4 days ago
About the role
- Director of FP&A supporting strategic growth initiatives at Apogee Enterprises. Leading budgeting, forecasting, and pricing decisions while partnering with cross-functional teams.
Responsibilities
- Lead the development of our Annual Operating Plan (AOP), quarterly forecasts, and long-term strategic growth plans.
- Partner with the business to support capital budgets aligned with strategic objectives.
- Lead FP&A team with a continuous improvement mindset.
- Develop financial models to assess business performance.
- Support data-driven decision making by providing timely financial analysis.
- Partner with Performance Surfaces cross-functional leadership team to assess business needs.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or related field (MBA preferred).
- Minimum of 7 years progressive experience in FP&A, with at least 2 years in leading a FP&A team.
- Prior experience in the manufacturing industry preferred.
- Proficiency in financial systems and tools (SAP, BPC, Power BI, Excel, PowerPoint).
- Excellent communication skills both written and oral.
- Demonstrated ability to effectively manage and lead teams.
Benefits
- Competitive Benefits Package for employees and their dependents (Medical, Dental, Vision, Life, Disability)
- Incentive Plans
- 401(k) with employer contribution and match
- Employee Stock Purchase Plan with employer match
- Paid Time Off (Vacation and Sick Time)
- Paid Holidays
- Tuition Reimbursement Program
- Employee Assistance Program (EAP)
- Wellness Program
- Training and Career Progression
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