Director, Financial Planning and Analysis
About The Position
This is a high-impact leadership role at the intersection of finance and strategy. As Director of FP&A, you'll serve as a trusted advisor to the CFO and Executive Leadership Team—translating complex financial data into the insights that shape how the company invests, grows, and operates. You'll build and lead a team of analysts, own the full spectrum of financial planning and forecasting, and have direct visibility with the Board and our private equity sponsor. If you thrive on turning numbers into narratives and want a seat at the table where decisions get made, this role offers that platform.
Requirements
- 10–15 years of progressive experience in FP&A, corporate finance, or investment analysis
- Advanced Excel and financial modeling skills; you can build and stress-test complex models under pressure
- Fluency with debt agreements, covenant compliance, and lender reporting
- The ability to translate financial complexity into clear, actionable insights for non-finance audiences
- Executive presence—you're comfortable presenting to senior leadership, boards, and investors
- A track record of developing talent and building team capabilities
- Sharp organizational instincts and the ability to manage competing priorities without dropping threads
Nice To Haves
- Background in a mid-sized or PE-backed company preferred—you understand the pace and expectations
Responsibilities
- Lead annual budgeting, monthly forecasting, and long-range planning across all financial dimensions—P&L, balance sheet, cash flow, CapEx, and headcount
- Drive rolling forecasts and liquidity planning that give leadership a clear view of where the business is headed, not just where it's been
- Deliver analysis that matters: company and business unit performance versus plan, variance insights, and forward-looking recommendations the executive team can act on
- Define and track the financial and operational metrics that reveal what's really driving the business
- Build and mentor a high-performing FP&A team with strong modeling chops and business acumen
- Establish the operating rhythm—forecasting cadence, reporting cycles, business reviews—that keeps the function running at a high level
- Prepare board materials, investor presentations, and financial packages for our PE sponsor
- Own lender compliance: covenant calculations, reporting packages, and liquidity monitoring
- Collaborate with business unit leaders on pricing, investments, operational improvements, and strategic initiatives
- Act as a key finance voice in ERP and systems projects that strengthen data quality and planning capabilities
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
Number of Employees
1-10 employees
