Jewelers Mutual Group · 1 month ago
Director, Financial Planning and Analysis (Decision Support)
Neenah, Wisconsin, United States
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expJewelers Mutual Group is committed to supporting the Jewelry industry and putting customers at the center of everything they do. As the Director of Decision Support, you will lead a team of financial planning and analysis professionals to enhance decision making and drive resource reallocation through innovative financial strategies and technology.
Financial ServicesInsuranceJewelryManufacturing
Responsibilities
Lead an FP&A team that manages the execution -- and continuous improvement -- of long-range financial planning, annual budgeting, and forecasting processes
Use planning, budgeting and forecasting to anticipate in-year decisions, mitigate risks, model and assess a range of scenarios, and reprioritize initiatives
Establish an integrated planning process that synchronizes strategic, financial and operational plans to achieve alignment with business strategy
Support accounting to create pro-forma financial statements
Create high-performing teams that produce insightful strategic decision support for the enterprise including: Profitability and cash flow improvement, Strategic planning, investment evaluation, and prioritization, M&A support
Design & implementation of management and key performance indicators are aligned to the operating model
Broaden FP&A's scale of support for operational decisions by leading efforts to embed FP&A's acumen into well-designed decision support tools
Catalyze organizational-wide relationships to identify analytics partnership opportunities, promote a holistic view of business performance, and improve planning assumptions and data quality
Champion the use of predictive analytics, including AI/ML, in forecasting, profitability improvement, cost analytics, and scenario planning
Continuously optimize the organizational model for Data and Analytics to drive efficiency and standardization
Steward and maintain trust in analytics by instituting governance mechanisms for the insights in routine or ad hoc business support, management reports, algorithms used for analysis, and automation for analytic inputs
Coach the FP&A team to go beyond identifying variances to isolate core issue drivers and recommend value-creating or corrective actions that improve performance improvement
Help FP&A manager prioritize their team's queue of ad hoc support requests to ensure the appropriate balance between ad hoc and proactive analysis
Lead the evolution of, and effectively manage, the FP&A technology roadmap and ensure alignment with both the finance and enterprise roadmaps
Manage relationships and negotiate with technology providers while ensuring compliance with procurement policies
Manage, co-lead and resource decision support tool creation and the portfolio of FP&A’s digital products from decision dashboards and simulators to scenario modeling tools
Demonstrate expert-level knowledge of the organization's business drivers to establish a capability for reporting and monitoring business performance and KPIs
Keep the organization aligned on enterprise performance goals
Identify emerging risks and opportunities
Monitor leading indicators to identify initiative delivery and operational performance gaps, drive action or alternative approaches to close
Support effective business performance reviews with the business on a routine basis
Ensure FP&A is a top choice for high-performing digital talent by encouraging innovation, skills development, and mentoring
Foster a culture of innovation, openness to change, and technology acceptance by developing talent and maturing the capability of the organization
Support FP&A analysts and finance business partners in the transition to a primarily technology-centric decision support delivery model while simultaneously improving the skills necessary to improve in-person decision support
Qualification
Required
Bachelor's degree required; Finance, Economics, or Business concentration with quant experience strongly preferred
10-15 years of experience within the finance or FP&A function with experience leading and managing teams
Deep expertise in budgeting, forecasting, financial planning, and continuous process improvement
Strong understanding of P&L, balance sheet, cash flow, KPI drivers, and reporting methodologies
Ability to interpret business drivers, optimize revenue and margins, and provide strategic, performance-enhancing insights to senior leaders
Strong interpersonal skills with the ability to build partnerships and influence senior stakeholders
Proven ability to drive cross-functional collaboration and align teams around shared goals
Inspirational leader who fosters innovation, promotes adoption of modern technologies, and develops team capabilities
Experience mentoring and growing talent
Exceptional communication, presentation, and storytelling skills to convey insights, analyses, and recommendations to executives and Boards
Strong understanding of advanced digital technologies and their application within finance
Ability to translate analytics, algorithms, and system capabilities into business and financial implications
Proven track record delivering strategic decision support to the CFO, C-suite, and Board, including long-term strategic planning, profitability improvement, capital planning, M&A support, and investment evaluation—preferably with global exposure
Experience developing and implementing dynamic forecasting models with scenario planning, predictive analytics, and data-driven insights
Demonstrated success driving process improvements, automation, and operational efficiencies within FP&A
Significant experience partnering with and presenting to senior leadership
Strong background working with financial systems such as ERP, BI, and advanced planning tools leveraging AI/ML
Experience leading teams using advanced analytics and technology to generate actionable insights, detect anomalies, and produce predictive forecasting
Proven ability to manage vendor relationships, including contract negotiation and compliance
Experience leading complex, multidisciplinary teams and delivering enterprise-wide solutions
Expertise in establishing performance monitoring capabilities, aligning goals, identifying risks/opportunities, and conducting business performance reviews
Experience integrating FP&A data and analytics with other internal analytics functions and interpreting data science outputs
Preferred
Experience with process improvement and digital project management frameworks (e.g., lean, agile) preferred
CFA certification strongly preferred
Benefits
Performance bonuses
Generous paid time off
Top-tier retirement program with 401(k) matching and additional company contributions
50% charitable gift matching
Paid volunteer time to support nonprofit causes
Company
Jewelers Mutual Group
Since 1913, we’ve been committed to supporting the jewelry industry and putting customers at the center of everything we do.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Scott Murphy
President and CEO
Michael Pelto
Senior Vice President, Chief Technology Officer
Recent News
PR Newswire
2026-01-09
2025-09-04
Company data provided by crunchbase