Potter Global Technologies · 7 hours ago
Director of Financial Planning and Analysis
Roanoke, VA
Full-time
Onsite
Director/Executive
8+ years expPotter Global Technologies is a global leader in life safety solutions, committed to saving lives through innovative technology. The Director of Financial Planning & Analysis will serve as a strategic finance leader, overseeing budgeting, forecasting, and financial performance management while partnering closely with senior leadership.
Electrical & Electronic Manufacturing
Responsibilities
Analyze monthly results and report to senior management
Provide variance analysis versus internal budgets and forecasts
Coordinate rhythms for analyzing gross margin, production spending, pricing, and SG&A
Analyze performance trends to update forecasts and guide the Business Unit
Report monthly and quarterly results in partnership with Finance/Accounting, Business Unit, and Operational teams
Partner with the Division President to review business unit performance, interpret financial results, and drive improvement initiatives
Prepare materials for monthly business reviews with the Potter leadership team, including ad‑hoc analytics
Complete quarterly review packages for the Board of Directors summarizing results and forward‑looking expectations
Develop and monitor annual budgets and build detailed forecasts supporting strategic objectives
Drive process improvements to enhance financial results and improve forecast/actual consolidation efficiency
Support product management through product line reporting, E&O support, SKU rationalization, and Global Product Portfolio support
Provide financial support for M&A and strategic investment opportunities, including integrating reporting and forecasting routines for new acquisitions
Take on additional responsibilities as needed to support team goals
Qualification
Required
Bachelor's degree in Finance, Accounting, or a closely related field required
8+ years of progressive experience in financial analysis or related finance roles
Experience working with ERP systems and proficiency in Microsoft Excel and PowerPoint (Sage, Salesforce)
Excellent analytical and problem‑solving skills
Strong written and verbal communication skills, with the ability to build effective interpersonal relationships
Ability to analyze and clearly communicate insights, conclusions, and business implications derived from financial analysis
Skilled in presentation development, with the ability to convey business results and key drivers in a concise yet thorough manner
Ability to collaborate and interact effectively with all levels of the organization
Proven ability to prioritize projects and deliver high‑quality results in a fast‑paced environment
Ability to think strategically about business decisions and issues (e.g., cost/benefit)
Hands‑on “Player‑Coach” who is willing to dive into the details
Demonstrated ability to work independently in a result-oriented environment
Preferred
MBA or advanced degree
Manufacturing industry experience
Experience working with a private equity sponsor/owner
Benefits
Employee Ownership Program - You’re not just an employee—you’re an owner. We share success together.
Competitive health, dental, and vision plans
401(k) with company match
Generous paid time off and holidays
Continuous learning and development opportunities
Financial Wellness programs including complimentary Certified Financial Planner sessions
Recognition programs that celebrate individual and team wins
Company
Potter Global Technologies
At Potter Global Technologies (PGT), our group of businesses approach safety with a unique blend of expertise and authenticity.
501-1000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase