Director, Financial Planning & Analysis

Job Description:

The Director, Financial Planning & Analysis (FP&A) is an enterprise finance leader responsible for setting the vision, operating model, and performance cadence for financial planning, forecasting, and decision support across AAON.

This role elevates FP&A from a functional capability to a strategic partner to executive leadership-driving enterprise-wide financial insight, capital allocation discipline, and long-range planning to enable growth, margin expansion, and operational excellence.

The Director leads the integrated business planning process, owns enterprise forecasting accuracy, and delivers forward-looking insights that shape strategic decisions. This role partners closely with the CFO, Executive Leadership Team, Business Unit leaders, and Operations to align financial outcomes with business strategy, while developing a high-performing FP&A organization.

Primary duties may include, but are not limited to:

Enterprise FP&A Leadership

• Set the strategic direction, operating model, and maturation roadmap for FP&A across the enterprise.
• Lead and scale a high-performing FP&A team, including Finance Business Partners and analysts, with clear standards, accountability, and development plans.
• Establish consistent governance, definitions, and enterprise-wide financial standards to ensure alignment across business units and sites.

Integrated Planning & Forecasting

• Own the enterprise-wide integrated business planning (IBP) process, including annual planning, long-range planning, and rolling forecasts across P&L, balance sheet, and cash flow.
• Lead budget governance, including timelines, assumptions, and executive alignment.
• Drive forecasting accuracy and continuous improvement in planning processes and tools.

Strategic Decision Support

• Partner with executive leadership to translate strategy into financial plans, targets, and actionable insights.
• Provide data-driven recommendations on capital allocation, investments, pricing strategies, and cost optimization.
• Lead scenario planning and sensitivity analysis to support decision-making in a dynamic environment.

Performance Management & Reporting

• Own enterprise management reporting, including executive dashboards, Board-level materials, and performance reviews.
• Establish a rigorous performance cadence (monthly, quarterly) that focuses on drivers, risks, opportunities, and forward-looking insights.
• Deliver variance analysis and clear performance narratives linking operational drivers to financial outcomes.

Cross-Functional Partnership

• Serve as a key finance partner to Business Units, Operations, Supply Chain, Commercial, and Corporate functions.
• Align financial planning with operational drivers such as volume, capacity, labor, pricing, and supply chain dynamics.
• Partner with Investor Relations and executive leadership on financial messaging, guidance, and external communication alignment (as applicable).

Process, Systems & Analytics

• Drive transformation of FP&A tools, systems, and data capabilities, including automation and advanced analytics.
• Improve data integrity, accessibility, and usability across the enterprise.
• Implement scalable frameworks for modeling, reporting, and performance analysis.

Job Requirements

Education and Experience

• Bachelor's degree in Finance, Accounting, Business, or related field required. With 12-15+ years of progressive finance experience, including significant FP&A leadership; 7-10+ years of experience leading and developing high-performing teams. Prior experience in manufacturing or industrial environment strongly preferred. MBA, CPA, or CFA preferred

Knowledge, Skills, and Abilities

• Expert-level financial planning, modeling, and forecasting across full financial statements
• Strong executive presence with the ability to influence C-suite and senior leaders
• Proven ability to lead enterprise-wide planning processes and drive organizational alignment
• Deep business acumen with the ability to connect operational drivers to financial outcomes
• Exceptional analytical, problem-solving, and data storytelling capabilities
• Demonstrated success driving process improvement, transformation, and automation
• Ability to operate effectively in a fast-paced, evolving environment with imperfect data
• Strong people leadership skills, with a track record of building and developing teams

Essential Mental and Physical Functions:

• Frequent use of computer systems for analysis, modeling, and reporting; ability to sit for extended periods and work with detailed information.
• Occasional standing and walking for meetings, presentations, or site visits; compliance with safety policies during operational site engagements.

Work Environment:

• Work performed primarily in an office setting with regular interaction across business units and functions; periodic travel to plants or operating sites as needed.

Disclaimer:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at a time with or without notice. This job description is not an exhaustive list of all functions that the employee may be required to perform, and the employee may be required to perform additional functions. The company reserves the right to revise this job description at any time. The employee must be able to perform the essential functions of the position satisfactorily. If requested, reasonable accommodations may be made to enable employees with disabilities to perform the essential functions of the job, absent undue hardship.