Director of Financial Planning and Analysis

Position Overview

We're seeking a strategic financial leader to drive enterprise-wide financial planning, forecasting, and performance analysis. As Director of FP&A, you'll be the analytical backbone of our organization, partnering closely with executive leadership to deliver actionable insights that shape business decisions.

Key Responsibilities

• Strategic Financial Planning, Forecasting & Modeling

• Own and lead the development, maintenance, and enhancement of comprehensive financial operating models that drive strategic decision-making
• Drive the budgeting and reforecasting process, analyzing business changes, risks, and opportunities to ensure forecasts reflect current operating conditions
• Develop and maintain dynamic models to assess financial scenarios, including historical trend analysis, sensitivity modeling, and forward-looking projections
• Provide actionable insights through variance analysis comparing actual results to budget, forecast, and prior periods

• Liquidity & Cash Flow Forecasting

• Own the review and oversight of enterprise liquidity forecasting, ensuring accurate near- and long-term cash flow visibility
• Partner with Accounting and Finance leadership to assess cash needs, capital allocation strategies, and funding requirements
• Identify potential risks and opportunities impacting liquidity and recommend mitigating actions

• Advanced Financial Modeling & Valuation

• Perform NPV, IRR, and ROI analyses to evaluate investments and support capital allocation decisions
• Build discounted cash flow (DCF) models to assess long-term financial viability and support strategic initiatives
• Analyze financial impact of commission buyback programs on revenue recognition and profitability

• Commission Accounting & Buyback Analysis

• Oversee financial modeling and accounting implications of commission structures, including:
• Commission capitalization and amortization strategies
• Commission buyback program analysis and impact assessment

• Reporting & Financial Storytelling

• Design, create, and continuously improve financial exhibits, dashboards, and executive-level reporting packages
• Deliver clear, concise, and insightful analysis tailored to senior leadership and Board-level audiences
• Establish standardized reporting frameworks to ensure consistency, transparency, and scalability across the organization

• Strategic Analysis & Scenario Planning

• Lead the creation of historical scenario analysis to inform future forecasting assumptions
• Conduct deep-dive analyses into business drivers, identifying key trends and performance indicators
• Support strategic initiatives such as M&A, investment decisions, and operational improvements through data-driven financial analysis

• Enterprise FP&A Leadership & Coordination

• Career coordination and leadership of FP&A activities across multiple business units and/or portfolio of companies
• Ensure recurring reporting deadlines are consistently and accurately met for delivery to executive team and private equity ownership
• Establish best practices, processes, and governance standards for FP&A across the organization
• Ensure alignment and consistency in financial planning, reporting, and analysis across all entities
• Mentor and develop FP&A team members, fostering a high-performing finance function

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 10+ years of progressive finance experience, including leadership roles in FP&A
• Proven expertise in financial modeling, scenario analysis, and forecasting
• Strong experience with liquidity forecasting and cash flow analysis
• Advanced proficiency in financial systems and tools (e.g., Excel, ERP systems, FP&A software)
• Exceptional analytical, communication, and executive presentation skills
• Demonstrated ability to influence and partner with senior leadership

Preferred Qualifications

• MBA or CPA certification
• Experience in private equity-backed environments
• Familiarity with commission-based business models
• Background managing multi-entity or multi-business unit FP&A functions

Key Competencies

• Strategic thinking and business acumen
• Advanced financial modeling and analytical rigor
• Executive communication and storytelling
• Cross-functional leadership, mentoring, and collaboration
• Process improvement and scalability mindset

Reporting Structure

Reports to: Chief Financial Officer (CFO)
Direct Reports: FP&A Analysts and team members

Ready to Make an Impact?

If you're a financial strategist who excels at turning data into decisions and leading high-performing teams, we want to hear from you. This role offers the opportunity to shape financial strategy at a critical growth stage while working in a collaborative, forward-thinking environment.