Burnham Holdings, Inc.

Financial Planning & Analysis Director

Burnham Holdings, Inc.

full-time

Posted on:

Location Type: Office

Location: Lancaster • Pennsylvania • United States

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Job Level

Lead

Tech Stack

Oracle

About the role

  • Support strategic initiatives with financial modeling, scenario analyses, and business case development.
  • Lead the annual budgeting and forecasting processes, coordinating with business units to develop accurate, comprehensive financial plans.
  • Prepare, analyze, and present monthly, quarterly, and annual financial reports to senior management.
  • Provide in-depth variance analysis and actionable recommendations to improve financial results.
  • Partner with cross-functional teams to optimize resource allocation and drive operational efficiencies.
  • Develop and maintain financial planning systems, tools, and processes to enhance efficiency and accuracy.
  • Mentor and develop FP&A team members, fostering a culture of continuous improvement and professional growth.
  • Ensure compliance with company policies and applicable financial regulations.
  • Demonstrate strong analytical skills with the ability to interpret complex financial data and distill findings into clear, actionable insights for various stakeholders.
  • Exhibit advanced proficiency in financial modeling, forecasting, and the use of financial planning software.
  • Possess excellent communication and presentation skills to effectively convey financial information and recommendations to both financial and non-financial audiences.
  • Show adaptability and resourcefulness in a fast-paced environment, managing multiple priorities and deadlines while maintaining a high level of accuracy and attention to detail.
  • Display strong organizational and project management skills to lead initiatives, drive process improvements, and implement best practices across the FP&A function.
  • Continually monitor industry trends, regulatory changes, and emerging best practices to ensure the organization’s financial planning processes remain robust and compliant.
  • Proactively identify opportunities for cost savings, revenue growth, and process optimization, contributing to the company’s long-term financial health and strategic goals.
  • Maintain confidentiality of sensitive financial information and exercise sound judgment in all professional interactions.

Requirements

  • Bachelor’s degree in Finance, Accounting, Business Administration, or a related field; MBA or relevant advanced degree preferred.
  • Big 4 public accounting experience preferred
  • Minimum 5 years of progressive experience in financial planning and analysis, with at least 2 years in a leadership or managerial role.
  • Demonstrated expertise in budgeting, forecasting, and financial reporting.
  • Strong analytical skills with the ability to synthesize complex data and communicate findings effectively.
  • Proficiency in financial systems (e.g., SAP, Oracle, Hyperion) and advanced Excel skills.
  • Excellent interpersonal, communication, and presentation skills with the ability to influence stakeholders.
  • Experience working in large, matrixed organizations is a plus.
Benefits
  • Medical, dental, and vision coverage available on your first day of employment
  • 401(k) plan
  • 12 paid holidays
  • Vacation time
  • 75% tuition reimbursement after 6 months

Applicant Tracking System Keywords

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

Hard skills
financial modelingscenario analysisbusiness case developmentbudgetingforecastingvariance analysisfinancial reportingresource allocationprocess optimizationcost savings
Soft skills
analytical skillscommunication skillspresentation skillsadaptabilityresourcefulnessorganizational skillsproject management skillsmentoringcontinuous improvementinterpersonal skills
Certifications
Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in Business AdministrationMBA