Job Title:       Financial Planning & Analysis Director

Department:     Finance and Accounting

Reports To:      Chief Financial Officer North America

FLSA Status:     Exempt

Location:       Murrieta, CA

SUMMARY

A Financial Planning & Analysis (FP&A) Director plays a crucial role in driving the financial 

success of the North American Headquarters of KTM. The FP&A Director will collaborate with various 

departments to develop budgets, forecasts, and financial models, providing valuable insights to 

support strategic decision-making. This role requires a combination of financial expertise, 

analytical skills, and effective communication to ensure the company's financial goals are met. In 

this role, the incumbent will work directly with the KTM North America CFO, with its Controller and 

with its Austrian HQ.

ESSENTIAL DUTIES AND RESPONSIBILITIES

•  Financial Planning and Analysis (FP&A): Lead the development and implementation of the budgeting 

and forecasting process and collaborate with department and executive leaders to establish 

budgetary goals. Conduct detailed analysis to identify opportunities for cost reduction, 

operational efficiency improvements, revenue optimization, capital expenditures, and cash 

management.

•  Financial Reporting: Lead the preparation, analysis, and presentation of monthly, quarterly, and 

annual financial reports for senior management highlighting key insights and areas for improvement.

•  Business Partnering: Collaborate with cross-functional teams to provide financial support and 

evaluate the financial impact of business initiatives and assist in decision-making.

•  Ad-Hoc Analysis: Perform and present ad-hoc financial analysis in response to inquiries from 

senior management.

•  Compliance with financial reporting standards: Ensure compliance with financial reporting 

standards and regulations.

•  Accounting: Supporting the North America Controller, coordinate, and lead some of the month- end 

and year-end close processes. Coordinate and provide documentation to support the audit process.

•  Continuous Improvement: Identify and implement opportunities for improving financial processes 

and reporting efficiency through the enhancement of financial procedures and best practices.

•  Communication and Collaboration: Effectively communicate complex financial concepts to both 

financial and non-financial stakeholders. Collaborate with various departments to ensure alignment 

of financial goals with overall business objectives.

•  Other duties as assigned.

EXPERIENCE REQUIREMENTS: 

Generally, requires a minimum of three to five (3-5) years of 

progressively responsible experience in Financial Planning and Analysis (FP&A) and/or related 

field.

•  Required proficiency in Microsoft Office Suite with advanced Excel skills.

•  ERP systems knowledge in SAP is a plus.

•  Experience with task management and project coordination.

•  Advanced knowledge of accounting practices, procedures, and requirements (IFRS and 

GAAP)

EDUCATION REQUIREMENTS:

Bachelor’s degree in Business, Finance, Accounting, Mathematics, or a

related field (Master's/MBA preferred).

OTHER SKILLS AND ABILITIES:

•  High level of accuracy and attention to detail. Proven analytical skills and the ability to 

synthesize conclusions clearly.

•  Prioritize workloads, meet deadlines, and understand when to escalate potential issues. Ability 

to manage multiple tasks according to required deadlines with the flexibility to switch gears with 

little notice.

•  Ability to be optimistic, positive, and supportive in all interactions with others.

•  Exercise discretion and tact in all interpersonal contacts, and to always maintain 

confidentiality.

•  Fact based approach and willing to understand the detail of the business and its 

transactions.

•  General Ledger journal entries and reconciliations.

SUPERVISORY RESPONSIBILITIES: Financial Analysts.

CONTACTS:

Internal: All departments at all levels across North America and Global Headquarters

External: Financial and Tax Auditors and Consultant, External Vendors

JUDGEMENT/REASONING ABILITY: Ability to recognize discrepancies and resolve problems quickly using 

sound judgment, poise, and diplomacy. Requires ability to use judgment and reasoning skills and 

determine when issues need to be escalated.

PHYSICAL DEMANDS: Reasonable accommodations may be made to enable individuals with disabilities to 

perform the essential functions. While performing the duties of this job, the employee is regularly 

required to talk and hear. The employee is frequently required to sit; use hands and fingers, bend, 

stoop and reach with hands and arms.

Ability to lift-up to 30 pounds

less than 5% daily

Able to sit at a desk and use/view computer

90% daily

Able to hear and speak into a telephone

30% daily

Able to stand, bend, stoop, twist

20% daily

WORK ENVIRONMENT: The noise in the work environment is usually moderate. Other factors are:

•  Ability to travel if needed. Travel is minimal (less than 5 % annually) in this position.

•  Fast paced with multi-level distractions.

•  Professional, yet casual office work environment.

•  Ability to work extended hours as required.

Required Pre-Hire Screenings:

•  Criminal - Felony and Misdemeanor 7 Years

•  National Criminal Data Base 7 Years

•  Social Security Verification

•  National Sex Offender

•  NDOT or DOT Drug Screen per job requirement