Jobs · Finance

Director of Financial Planning & Analysis

Lucas James Talent Partners · United States · 2 wk ago
RemoteRemoteFinanceFull-time
This is a remote position.Director of Financial Planning & Analysis (FP&A) Precision Point Metrics The Opportunity Precision Point Metrics is seeking a hands-on Director of Financial Planning & Analysis (FP&A) to build and lead the company’s FP&A and business intelligence capabilities. This is a fully remote position with the ideal candidate living in the Central Time Zone within the United States. This role will be a key business partner to the CFO, CEO, executive leadership team, operating leaders, and private equity sponsor. The Director of FP&A will turn financial and operational data into clear insights and actions that improve EBITDA, cash flow, operating performance, and enterprise value. This is a highly visible role with significant opportunity to build the FP&A function from the ground up, improve business performance, support acquisitions, and establish the systems and reporting needed to support continued growth. Key Responsibilities Financial Planning & Forecasting Lead the annual budget, rolling forecast, and long-term planning processes. Develop financial models that connect operating drivers to revenue, EBITDA, cash flow, and capital needs. Significant experience in both project-based construction business or similar (WIP/POC) and field service reoccurring business. Improve forecast accuracy, scenario analysis, and visibility into future performance. Establish consistent planning processes and accountability across the organization. Performance Management Analyze actual results versus budget, forecast, and prior periods. Identify the operational drivers behind revenue, margins, EBITDA, and cash flow. Identify performance gaps and opportunities to improve profitability and efficiency. Partner with operating leaders to develop and implement corrective actions. Develop KPIs, dashboards, and reporting that support timely decision-making. Cash Flow & Capital Lead cash-flow forecasting and provide visibility into liquidity and capital needs. Monitor working capital, debt service, capital expenditures, and other key cash requirements. Identify opportunities to improve cash generation and capital efficiency. M&A & Growth Support acquisition analysis, financial modeling, due diligence, and investment cases. Develop budgets and KPIs for acquired businesses. Support post-acquisition integration and track performance against the investment case. Provide financial analysis for organic growth and strategic initiatives. Executive & Sponsor Reporting Prepare financial and operating reporting for the executive team, Board of Directors, private equity sponsor, and lenders. Clearly explain financial and operational performance, risks, and opportunities. Provide actionable recommendations to support strategic and operating decisions. Data, Systems & Team Build the company’s FP&A data and business intelligence capabilities. Develop and improve data architecture, ETL, data modeling, dashboards, and reporting. Leverage Microsoft Fabric, Power BI, Vena, and NetSuite/ERP to improve reporting and decision-making. Automate and improve budgeting, forecasting, and management reporting processes. Build and lead a high-performing FP&A and analytics team. Experience leveraging and building offshore team. What We're Looking For Bachelor’s degree in finance, accounting, economics, or related field; MBA or CPA preferred. 10+ years of progressive finance experience, including significant FP&A leadership experience. Strong experience with budgeting, forecasting, financial modeling, and performance management. Experience in a private equity-backed, acquisition-oriented, or high-growth company strongly preferred. Experience with M&A, integrations, and post-acquisition performance management. Experience in the sale process and due diligence. Strong understanding of EBITDA, cash flow, working capital, and business performance. Advanced financial modeling and analytical skills. Experience with ERP, planning, business intelligence, and data visualization tools. Strong proficiency in Microsoft Fabric, Power BI, data modeling, and ETL. Excellent communication skills and experience working with senior executives, Boards, investors, and lenders. Ability to challenge assumptions, influence operating leaders, and drive action. Hands-on, analytical, commercially minded, and comfortable working in a fast-paced, growing organization.

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