Director of FP&A

The Team You Will Be Joining Established, privately held organization with a strong market presence and continued investment in growth and innovation Collaborative finance leadership team focused on enhancing business intelligence, automation, and data-driven decision-making High-visibility opportunity with direct exposure to the CFO, CEO, and executive leadership Entrepreneurial, hands-on environment where finance serves as a strategic partner across the organization Opportunity to lead and develop a small FP&A team while helping shape the future of the finance function What They Offer You Opportunity to own and influence enterprise-wide budgeting, forecasting, financial reporting, and strategic analysis Direct partnership with senior leaders across Finance, Sales, Marketing, Pricing, and Operations Meaningful involvement in building a modern data and analytics roadmap, including Snowflake, business intelligence, and AI-enabled financial tools Ability to drive process improvements, automation, and efficiencies across financial planning and reporting Strong professional growth potential as the organization continues to evolve Competitive compensation, performance-based bonus, comprehensive benefits, and professional development opportunities What You Will Be Doing Lead annual budgeting, rolling forecasts, financial planning, and monthly performance reporting Develop and maintain sophisticated financial models, including driver-based forecasts, scenario analysis, sensitivity models, and ROI assessments Analyze revenue, margins, operating expenses, customer economics, and operational KPIs to identify trends, risks, and opportunities Partner with executive leadership and cross-functional business leaders to deliver actionable financial insights and recommendations Build executive-level reporting and present financial performance and strategic analysis to senior leadership Support the development of financial reporting capabilities leveraging modern data infrastructure, including Snowflake and advanced analytics platforms Identify opportunities to streamline forecasting, reporting, and financial processes through automation, AI, and business intelligence tools Lead, mentor, and develop financial analysts while remaining directly involved in modeling, analysis, and reporting What You Need To Be Successful Bachelor's degree in Finance, Accounting, Business, Data Analytics, or a related field; MBA, CPA, or CFA preferred 7–10+ years of progressive experience in FP&A, corporate finance, or strategic financial analysis Proven experience owning budgeting, forecasting, financial modeling, and management reporting processes Advanced financial modeling capabilities with the ability to build and maintain complex models independently Strong technical aptitude with experience using financial planning systems, business intelligence platforms, and analytics tools Advanced Excel and Power BI proficiency; exposure to SQL, Snowflake, Vena, Pigment, or comparable platforms is preferred Ability to translate complex financial information into actionable recommendations for executive leadership Strong communication, relationship-building, and cross-functional business partnership skills Hands-on, player-coach mentality with a passion for developing talent, improving processes, and leveraging technology LOCATION: Charlotte, NC | Onsite, 5 days per week Open