Director, Financial Planning

About Us:

BW Design Group is a fully integrated architecture, engineering, construction, system integration, and consulting firm committed to helping our clients realize their most critical goals from Strategy to Commercialization. As the only firm born from a manufacturing technology company to become an independent and fully integrated firm, we combine deep domain expertise in the manufacturing environment with an approach that is built to serve the dynamic needs of our clients. Rooted in our distinct culture of Truly Human Leadership, we cultivate the leaders who will define tomorrow and partner with our clients in the food & beverage, life sciences, industrial, and advanced technology industries to build the future of manufacturing and technology.Barry-Wehmiller is a diversified global supplier of engineering consulting and manufacturing technology for the packaging, corrugating, sheeting and paper-converting industries. By blending people-centric leadership with disciplined operational strategies and purpose-driven growth, Barry-Wehmiller has become a $3 billion organization with nearly 12,000 team members united by a common belief: to use the power of business to build a better world.

Job Description:

BW Design Group is looking for a Director of Financial Planning & Analysis, responsible for leading all aspects of our financial planning, annual budgeting, forecasting, and analytical processes. Reporting to the CFO, this high-impact role will serve as a critical thought partner to the executive leadership team.

The Director, FP&A will play a key role (along with the CFO and Design Group Controller) in shaping and executing the Firm's strategic plan. The role is responsible for providing key financial/business insights into current and future performance to drive meaningful financial progress. The role is a potential successor candidate for the BW Design Group CFO.

Principal Duties & Responsibilities:

• Proactively analyze operational and financial data, build complex financial models, and propose value-added actions to senior leaders to improve business performance.
• Establish and maintain a set of financial reports and analytical tools that monitor business performance, balance backward and forward-looking information, and generate actionable insight.
• Develop insightful and persuasive presentations for senior leaders that increase awareness and understanding of company performance and stimulate action.
• Build communication strategies and materials and present to a wide range of audiences including the Board of Directors, Barry-Wehmiller C-Suite, and BW Design Group Executive team.
• Build relationships and partner effectively with a decentralized, global Finance organization.
• Lead the monthly forecast, annual budget, and strategic planning processes.
• Design and implement a roadmap to enhance FP&A capabilities throughout the organization by building on finance team skills and leveraging technology.
• Lead & develop FP&A team members & provide mentorship to the BW Design Group finance team.

Job Specifications:

• Ability to influence and persuade; able to build mutually beneficial partnerships throughout the business; knows when to give and take.
• Creativity and problem-solving skills, including strategic agility; ability to identify and adapt solutions, as necessary.
• Intellectually curious; proactively identifies learning opportunities and builds skills that increase success on the job; keeps current on macroeconomic data and relevant industry trends.
• Strong analytical and critical thinking skills; ability to assimilate substantial amounts of data and rapidly provide actionable insights.
• Ability to effectively communicate at all levels, including senior leadership, with excellent verbal and written communication skills.
• Ability to manage and prioritize large and dynamic workload, including project management skills to own and drive a timeline, deliverables, and communicating results.
• Adept at handling ambiguity by proactively setting a plan, tailoring the scope, and asking probing questions that uncover the key objectives of an exercise.
• Demonstrated success in project execution and strong project management skills.
• Advanced story telling abilities and Power Point presentation skills (e.g., consulting firm quality).
• Advanced or expert level of proficiency in Microsoft Excel. Ability to build complex, dynamic financial models for M&A, valuation, and project ROI.
• Ability to lead and develop team members and consistently motivate and align them with the most important objectives of the company.

Education:

• Bachelor's in Accounting, Finance, or Business Administration.
• MBA or CPA preferred.

Experience:

• 10+ years of progressive finance experience, including at least 7 years in FP&A and 5 years in a leadership role. Minimum 2 years supporting C-level executives in a strategic finance capacity.
• Experience in a complex, matrixed organization, preferably in AEC or consulting sectors.
• Proven experience with ERP systems and financial management software; familiarity with IFS and OneStream is a plus.
• Record of building finance functions and implementing digital tools and reporting platforms.

Skills & Competencies:

• Exceptional business acumen with the ability to influence key stakeholders.
• Strong analytical and strategic thinking skills; capable of interpreting large datasets.
• Excellent communication and storytelling skills; able to simplify complex financial topics.
• Expert-level Excel modeling and advanced PowerPoint presentation skills.
• Demonstrated success in leading teams, managing ambiguity, and driving results.
• Familiarity with modern FP&A technology and automation tools.

Team & Collaboration:

• Trusted partner to Design Group President & CFO.
• Lead the BW Design Group FP&A team.
• Collaborate with the BW Global FP&A group.

Travel:

• Occasional domestic travel required.

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At Barry-Wehmiller we recognize that people come with a wealth of experience and talent beyond just the technical requirements of a job.  If your experience is close to what you see listed here, please still consider applying.  We know that our differences often can bring about innovation, excellence and meaningful work—therefore, people from all backgrounds are encouraged to apply to our positions.  Please let us know if you require reasonable accommodations during the interview process. ​

Barry-Wehmiller is an equal opportunity employer. M/F/D/V This organization uses E-Verify.Applicants may be subject to pre-employment screening which may include drug screening, reference checks, employment verifications, background screening and/or skills assessments.

Company:

Design Group

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