Director Financial Planning and Analysis

Director of Financial Planning & Analysis We are seeking a strategic and hands-on Director of Financial Planning & Analysis (FP&A) to lead the corporate FP&A function at a recently acquired, private equity-backed portfolio company. This high-impact role reports directly to the CFO and plays a critical part in shaping the company’s financial strategy through advanced forecasting, budgeting, and Board-level reporting.

The Director will drive performance insights across the organization, support post-acquisition integration, and lead the optimization of the One Stream platform for scalable, enterprise-wide reporting. The ideal candidate brings deep FP&A expertise, a strong operational mindset, and experience thriving in dynamic, growth-focused environments.

• Lead the company’s financial planning, budgeting, forecasting, and consolidated reporting processes.
• Develop and deliver high-quality, Board-ready reporting packages with detailed financial results, KPIs, and performance analysis.
• Manage and optimize the One Stream platform, ensuring effective integration with systems like Microsoft Dynamics, Power BI, and Net Suite.
• Build and maintain scalable dashboards and analytic tools across financial, operational, pricing, and sales data sets.
• Oversee financial modeling and scenario analysis to inform strategic initiatives, including M&A and organic growth.
• Drive post-acquisition integration efforts, including pro forma reporting and alignment of financial systems.
• Partner cross-functionally with business unit leaders to define and implement financial solutions that meet evolving needs.
• Conduct market, industry, and economic analyses to inform executive decision-making.
• Benchmark financial performance against internal targets and external industry comparables.

• Strong business and financial acumen, ideally gained within a private equity-backed or high-growth environment.
• Demonstrated expertise in financial systems and consolidation tools (One Stream preferred).
• Proven ability to develop and manage scalable FP&A processes in complex, fast-paced settings.
• Excellent analytical and problem-solving capabilities, with meticulous attention to detail.
• Strong executive presence with the ability to clearly communicate financial insights to senior leadership and Boards.
• High sense of urgency with strong organizational skills and the ability to manage multiple priorities.

• Bachelor’s degree in Finance, Accounting, or a related field (CPA preferred).
• 5–8+ years of progressive experience in FP&A, corporate finance, or related disciplines.
• Direct experience in financial reporting, modeling, and acquisition integration.
• Advanced proficiency in One Stream, Microsoft Dynamics, Power BI, and Net Suite.