Director, Financial Planning & Analysis (FP&A)
A private equity–backed growth company is seeking a Director of Financial Planning & Analysis (FP&A) to lead financial planning, forecasting, and strategic analysis across the organization.
This role will partner directly with the CFO and executive leadership team to drive data-driven decision making, improve financial visibility, and support strategic growth initiatives. The Director of FP&A will play a key role in building scalable financial infrastructure and delivering insights that drive operational and financial performance.
This is an excellent opportunity for a hands-on finance leader with strong financial modeling, forecasting, and strategic analysis experience who enjoys operating close to the business.
Key Responsibilities
- Lead financial planning and analysis (FP&A) activities including budgeting, forecasting, and long-range planning
- Build and maintain integrated financial models across the income statement, balance sheet, and cash flow
- Monitor liquidity, capital structure, and lender covenant compliance
- Perform contribution margin and profitability analysis across products, business lines, and operating segments
- Develop scenario modeling and “what-if” analysis to support pricing, growth initiatives, and operational decisions
- Evaluate ROI for new products, investments, and strategic initiatives
- Prepare executive leadership and Board-level financial reporting
- Track and analyze KPIs, operational performance metrics, and growth initiatives
- Provide competitive analysis, market insights, and strategic planning support
Qualifications
- 8+ years of experience in FP&A, corporate finance, investment banking, or strategic finance
- Experience working with private equity or PE-backed portfolio companies preferred
- Strong financial modeling, forecasting, and budgeting experience
- Advanced Excel and financial analysis skills
- Ability to translate complex financial data into actionable business insights
- Strong communication skills with experience partnering with executive leadership
Why This Opportunity
- Highly visible role working closely with executive leadership and investors
- Opportunity to build and scale the FP&A function
- Join a growing company backed by institutional capital
- Meaningful impact on financial strategy, growth initiatives, and operational performance
