Title: Director, Financial Planning & Analysis

Requisition ID: 73996

Date: Apr 16, 2026

Location:

Exton, PA, US

Department: Finance

Description:

This is a hybrid position requiring the team member to be onsite a minimum of 3 days per week.

No relocation is provided for this opportunity.

At West, we’re a dedicated team that is connected by a purpose to improve patient lives that has been at the center of our Company for more than a century. Our story began when Herman O. West solved the problem of supplying penicillin in mass quantities to the US Government during World War 2. Through our work to deliver thousands of life-saving and life-enhancing injectable medicines to millions of patients daily, West’s indelible mark on the healthcare industry has just begun. A name started our story. How will yours help write our future?

There’s no better place to join an inclusive community of professionals with opportunities for lifelong learning, growth and development. Supported by benefit programs, we empower the physical, mental, emotional and financial health of our team members and their families.

We believe in giving back to help those in need in the communities where we live and work. And are equally committed to creating a healthier environment and planet through our sustainability efforts.

Job Summary

The Director of Financial Planning & Analysis serves as the primary financial partner to the VP of Strategic Marketing & Product Management for the Elastomer and Primary Containment operating unit. This role provides strategic financial insights, pricing analytics, portfolio economics, and decision support across the product lifecycle. The Director will lead financial modeling, forecasting, and scenario planning to inform pricing actions, investment decisions, product strategy, new product development, and margin improvement initiatives. This position requires strong analytical capabilities, business acumen, and the ability to influence senior leadership using clear, actionable financial insights.

Essential Duties and Responsibilities

Support the Product Management & Strategic Marketing team on pricing strategy, portfolio optimization, new product development, and growth investment decisions.
Analyze price realization versus budget and forecast; identify variances, trends, and opportunities to improve financial performance.
Support pricing actions, including list price increases, strategic adjustments, and customer negotiation analysis.
Track price-versus-cost recovery, margin leakage, and profitability trends across product lines and customer segments.
Lead portfolio economics analysis, including product mix, customer mix, and channel mix to understand financial drivers and inform strategic decisions.
Quantify trade-offs between growth, margin, capacity constraints, and resource allocation to guide optimization decisions.
Support SKU rationalization efforts by assessing financial contribution
Conduct financial analysis for new product economics and innovation opportunities, including NPV and ROI assessment, and profitability modeling.
Support, in partnership with E&PC product management, margin expansion initiatives by identifying pricing, cost, and product mix opportunities.
Build, maintain, and refine financial models to support scenario planning, sensitivity analysis, and business simulations.
Lead budgeting, forecasting, and long‑range planning processes for Strategic Marketing & Product Management.
Partner cross-functionally with Commercial, Operations, Supply Chain, R&D, and Corporate Finance to align financial outcomes with business strategy.
Translate complex financial data into clear, concise insights and recommendations for senior leadership.
Support special projects, including business cases, market entry assessments, competitive analysis, and strategic initiatives as required, including marketing assessments of M&A opportunities.

Education

Bachelor’s Degree in Finance, Accounting or equivalent experience

Work Experience

10 + years of relevant work experience in Financial Planning and Analysis, Finance Business Partnering, General Accounting, or other related areas in a global manufacturing/B2B environment.
10+ years demonstrated experience supporting product management, strategic marketing, commercial teams, or pricing functions.
Experience with SAP is required.

Preferred Knowledge, Skills and Abilities

Experience in Pharmaceutical or Medical Device Industry
High proficiency with Excel and financial planning tools; experience with ERP and BI/reporting systems.
Advanced financial modeling skills, including scenario planning, valuation, ROI analysis, and margin modeling.
Strong understanding of pricing, product economics, P&L management, and portfolio analysis.
Proven ability to translate complex financial data into clear, actionable insights for senior leadership.

Demonstrated success in working across multiple levels of the organization including senior leadership.
Experience working in a matrixed organization and partnering across commercial, operations, supply chain, and R&D functions.
A proven track record as an effective business partner with a strong internal customer service focus.

Strong influencing and change management skills.
Excellent communication, presentation, and interpersonal skills.
Innately curious with a driven, self-starter mentality. Able to thrive in fast-paced environments with competing priorities.
Able to comply with the company’s safety policy at all times.
Able to comply with the company’s quality policy at all times.

License and Certifications

MBA, CMA and/or CPA preferred.

Additional Requirements

Use written and oral communication skills. Excellent communication and interpersonal skills must be coupled with public speaking, quick decision making.
Organizational skills will enable planning, prioritization and achievement of goals especially of importance for the successful execution of related activities.
Position operates in a professional office environment. May stand or sit for extended periods of time.
Read and interpret data, information and documents.
Must maintain the ability to work well with others in a variety of situations.
Must be able to multi-task, work under time constraints, problem solve, and prioritize.
Ability to make independent and sound judgments.
Observe and interpret situations, analyze and solve problems.
Able to routinely use standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. #LI-JJ1 #LI-HYBRID

Travel Requirements

20%: Up to 52 business days per year

Physical Requirements

Sedentary-Exerting up to 10lbs/4kgs of force occasionally, and/or negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time.

What We Offer

This is a hybrid position requiring the team member to be onsite a minimum of 3 days per week

Community Involvement: West encourages volunteerism through its West without Borders initiative and other charitable programs that make a difference in local communities.

Continuous Learning & Development: Opportunities for professional growth through training programs, tuition assistance, leadership development, and skill-certification initiatives.

Recognition & Rewards: Performance-based bonuses, service recognition, and employee appreciation initiatives celebrate dedication and impact.

Global Career Opportunities: With facilities across North America, Europe, and Asia-Pacific, employees have opportunities for international exposure and cross-functional collaboration.

West is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sex, gender identity, sexual orientation, age, marital status, veteran status, or disability status. If you have a special need that requires accommodation in order to apply to West, please send an email to Apply.Accommodation@westpharma.com. Where permitted by law, an offer of employment with West Pharmaceutical Services, or any of its subsidiary or affiliate companies, is contingent upon the satisfactory completion of background screening.