Director-Financial Planning & Analysis

BAL•Richardson, TX

About The Position

The Director of FP&A owns end-to-end forecasting, planning, and financial cadence, ensuring the function operates with discipline, accuracy, and credibility. This hands-on leader brings proven experience from high-performing finance environments and a track record of imposing structure in imperfect organizations. Success means leadership trusts the numbers, surprises decline, and FP&A runs as a predictable, durable engine. The Director reports to the CFO and works closely with the Equity Partners and executive leadership.

Requirements

Bachelor’s degree or equivalent work experience
10+ years of progressive finance/FP&A experience, with meaningful time in a senior leadership rol
Demonstrated tenure in at least one high-performing finance organization where execution discipline and forecast credibility were non-negotiable
Proven track record of rebuilding or imposing FP&A rigor within imperfect, immature, or resource-constrained environments
Clear ownership of forecasting outcomes, not just process management
Experience supporting senior operational leaders in complex, fast-moving businesses
Immediate executive credibility with senior leaders
Exceptional clarity and composure in high-stakes discussions
Demonstrated ability to defend numbers and standards without defensiveness
Strong judgment under ambiguity and scrutiny
High personal accountability and ownership mindset
Deep expertise in forecasting, budgeting, and financial modeling
Strong variance analysis and driver-based planning capabilities
Experience establishing and enforcing financial operating cadences
Advanced proficiency in financial systems and planning tools (with ability to operate effectively without perfect infrastructure)

Responsibilities

Own the end-to-end forecasting process, ensuring accuracy, transparency, and accountability across the organization
Drive continuous improvement in forecast reliability and variance discipline
Surface risks and exceptions early, with clear mitigation plans
Maintain full ownership of forecast integrity as the organization scales
Establish and enforce a predictable FP&A operating rhythm (monthly, quarterly, annual)
Standardize planning and reporting processes to reduce noise and increase trust
Implement durable mechanisms that prevent recurring issues rather than repeatedly reacting to them
Raise execution standards through consistent enforcement, not repeated explanation
Build trusted relationships with Executive Producers (EPs), IP leaders, and Operations leadership
Provide clear, decision-oriented financial insights to senior stakeholders
Communicate complex financial information with clarity, composure, and confidence
Defend assumptions, forecasts, and standards under scrutiny
Conduct monthly business reviews
Drive clear performance reporting that highlights material drivers and risks
Ensure financial narratives are grounded in operational reality
Hold business partners accountable to financial commitments
Enforce standards upward, laterally, and within the FP&A team
Lead and develop the FP&A function with a strong bias toward ownership and rigor
Set and model high expectations for analytical quality and follow-through
Ensure the team maintains discipline even in constrained or evolving environments
Build durable processes that do not depend on perfect tooling