Director of FP&A

STAT Recovery Services is a fast-growing, private equity-backed firm that helps consumer goods suppliers recover money owed to them by the world's largest retailers, including Walmart, Target, and Amazon. Through post-audit reviews, deduction recovery, and supply chain claims work, we return meaningful dollars to our clients' bottom lines. About The Role We're looking for a Director of FP&A to own the analytical engine of the company. Reporting to the Head of Finance and Accounting, this role sits at the intersection of FP&A, billing operations, and strategic finance, and it's a genuinely hands-on seat. You'll build the models our CEO and private equity sponsor rely on to run the business, own the monthly revenue forecast, resolve complex client billing matters, and turn messy operational data into clear, decision-ready reporting. This is a high-visibility role with real scope. The right candidate is equal parts builder and operator: someone who can construct a driver-based forecast model from raw operational data and communicate what it means to any audience. What You'll Do Forecasting & FP&A Lead the annual operating plan process end-to-end, partnering cross-functionally with department leaders to build budgets, targets, and headcount plans the whole company can execute againstOwn and maintain the long-term financial model, connecting near-term performance to multi-year growth trajectoryOwn the monthly short-term revenue forecasting process across all business lines (Walmart post-audit, Walmart Supply Chain, Target, Amazon, and adjacent recovery streams)Build and maintain pipeline-driven revenue forecast models linked to live operational data, incorporating probability weighting, timing assumptions, and recovery aging logicLead budget-vs-actual analysis, EBITDA reporting, and add-back schedules for investor reporting, proactively highlighting risks and opportunities in the numbersOperate and build upon the company's existing sales analytics, extending visibility into pipeline, customer, and revenue trends Investor & Executive Reporting Prepare PE-facing analyses and models, including scenario planning, expense deep-dives, and recovery pipeline valuationsSupport diligence, integration, and reporting workstreams tied to acquisitions, including entity structuring questions and systems migration (NetSuite, corporate card/spend platforms)Assist with bank reporting and lender covenant analysis, including compliance calculations and periodic lender reporting packagesAssist with building the quarterly board presentationCommunicate effectively and directly with the CEO and executive leadership team, presenting findings and highlighting the risks and opportunities that should shape decisions Billing & Revenue Operations Own revenue and billing analytics across recovery categories, including invoice-level reconciliationResolve client billing disputes end-to-end: reconcile invoice detail against client records, propose methodology changes where warranted, and support settlement discussions with clear, audit-ready workbooksPartner with AR and client experience teams to improve billing triggers, credit memo handling, and invoicing methodology Compensation & Incentive Analysis Build and maintain compensation analyses and incentive/commission plan modelsPartner with department leaders to design and evaluate team incentive structures, quantifying cost and revenue impact for executive approvalOversee the analytical integrity of bonus, commission, and other compensation accruals; forecast liability balances and flag true-up risk Reporting Infrastructure & Automation Maintain and improve daily/monthly tracking of submissions, recoveries, and pre-billing pipeline across multiple systems (Asana, Microsoft Fabric, Power BI, NetSuite)Continuously convert manual, spreadsheet-heavy processes into structured, formula-driven, or semi-automated reporting toolsServe as the connective tissue between operational data and financial reporting What We're Looking For 7+ years of progressive finance experience, with significant time in FP&A, revenue operations, or strategic finance rolesExpert-level Excel and Google Sheets skills: complex multi-tab models, SUMIFS-driven analysis, dynamic reporting, and clean workbook architecture are second natureExperience in a private equity-backed environment, including investor reporting, EBITDA adjustments, and diligence supportStrong accounting fluency: comfortable interpreting journal entries, accrual mechanics, and balance sheet implications from an FP&A lensDemonstrated ability to work with messy, multi-source operational data and turn it into reliable reporting; experience with NetSuite, Power BI, Microsoft Fabric, or project management systems (e.g., Asana) as data sources is a strong plusExcellent written communication; you'll draft client-facing and auditor-facing correspondence and executive-ready summariesComfort operating independently with high ambiguity, direct executive exposure, and shifting prioritiesActive, hands-on use of AI tools for model-building, variance analysis, and reporting automation, with enthusiasm for embedding them deeper into finance workflowsExperience in retail supplier ecosystems, deduction/post-audit recovery, or adjacent industries is a plus, not a requirementExperience in M&A and/or capital markets is a plus Why This Role You'll inherit a well-built analytical foundation and the mandate to make it better. Few roles at this level offer this combination: direct CEO and investor exposure, ownership of the numbers that drive company decisions, and the freedom to build. If you like being the person everyone comes to when they need the real answer, this is your seat. STAT Recovery Services is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.