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Senior Director, FP&A – Retail Finance
Purchasing PowerSenior FP&A leader modernizing planning and forecasting at Purchasing Power, a payroll-deduction fintech. Building AI-enabled finance processes and leading retail performance analysis.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in financial planning and analysis, with a strong focus on operational alignment, forecasting, and budgeting. Proven ability to lead teams, drive AI adoption, and connect financial outcomes to operational strategies in a retail environment.
Highest-signal resume keywords
Financial Planning And Analysis (FP&A)Team Leadership And DevelopmentFinancial Modeling And ForecastingAI Adoption And AutomationRetail Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingForecastingAnalytical CapabilitiesUnit EconomicsGross Margin ManagementPromotional PlanningCustomer Cohort PerformanceOperational KPIsScenario PlanningInvestment Analysis
Soft Skills
Excellent Communication SkillsInfluencing Operational DecisionsHands-On Mindset
Tools & Technologies
ERP Systems (Oracle, Workday)ExcelPowerPointSQLTableauPower BISnowflakeAI Tools (Claude, ChatGPT, Copilot)
Industry Keywords
Retail ExperienceOperational FinanceBusiness-Driver DashboardsHigh-Growth EnvironmentsDynamic Environments
Tech Stack
Tools & technologiesERPOracleSQLTableau
About the role
Key responsibilities & impact- Lead financial planning, forecasting, and budgeting with emphasis on operational alignment and execution
- Partner with leaders across merchandising, operations, technology, and servicing to provide insight and decision support
- Drive visibility into unit economics, customer and cohort behavior, margins, and operational KPIs
- Build and modernize forecasting models, operational reporting, and business-driver dashboards
- Lead adoption of AI and automation across FP&A
- Set the vision for an AI-forward finance function and establish responsible workflows
- Support scenario planning and investment analysis
- Partner with Accounting and central PROG finance teams on accurate, aligned financial data and reporting
- Build scalable processes for a growing business
- Lead, mentor, and develop a high-performing FP&A team
Requirements
What you’ll need- 10+ years of progressive experience in FP&A, operational finance, or related roles
- Experience leading and developing teams
- Proven retail experience required
- Strong understanding of unit economics, gross margin management, merchandising and assortment strategy, promotional planning, and customer cohort performance
- Ability to partner with business leaders and influence operational decisions
- Strong financial modeling, forecasting, and analytical capabilities
- Ability to connect financial outcomes to operational drivers and strategy
- Excellent communication skills and ability to translate complex data into executive-ready insight
- Comfort operating in high-growth, mid-sized, or dynamic environments with a hands-on mindset
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- Experience with ERP systems such as Oracle or Workday
- Strong Excel and PowerPoint skills
- Familiarity with SQL, Tableau, Power BI, or Snowflake highly valued
- Hands-on use of AI or large-language-model tools such as Claude, ChatGPT, or Copilot
- Experience piloting or deploying AI- or automation-enabled forecasting, variance analysis, or reporting workflows
- Track record of leading AI adoption by example
- Ability to evaluate tools and design practical, responsible AI workflows
Benefits
Comp & perks- Comprehensive medical benefits
- Dental benefits
- Vision benefits
- Company-paid Basic Life/AD&D
- 401(k) Retirement Plan
- Paid Time Off
- Career Development
- Employee Purchase Program
- Opportunities for growth and development
- Volunteer and community-support opportunities