Director of Finance

Director of Financial Planning & Analysis (FP&A)

Location: Cypress, CA

Company Profile: Private equity–backed organization

The Director of FP&A will serve as a senior strategic finance leader for a private equity–backed company headquartered in Cypress, CA. This role will own the company’s financial planning, forecasting, and performance management functions, partnering closely with executive leadership and private equity stakeholders to drive value creation, scalable growth, and operational discipline. The Director will lead enterprise-wide planning processes, deliver Board‑ready financial insights, and enhance financial systems and analytics to support data‑driven decision‑making across the organization.

• Own enterprise‑level financial planning, budgeting, and forecasting processes, including annual budgets, rolling forecasts, long‑range plans, and scenario modeling.
• Lead unit economics, margin, and profitability analysis across products, services, and operating units to support strategic and operational decisions.
• Develop and present executive- and Board‑level reporting packages, including KPI dashboards, variance analysis, and performance narratives aligned with private equity objectives.
• Partner with executive leadership to evaluate growth initiatives, capital investments, pricing strategies, and operational improvement opportunities.
• Drive financial rigor around resource allocation, capacity planning, and cost structure optimization.

• Act as a primary finance liaison to private equity ownership, supporting reporting requirements, performance tracking, and ad hoc analysis requests.
• Support value creation initiatives by tracking EBITDA drivers, cash flow, working capital, and return on investment.
• Provide financial modeling and scenario analysis to support acquisitions, integrations, and strategic initiatives, as applicable.
• Lead the design, development, and optimization of financial planning, forecasting, and reporting tools, including Power BI and SQL‑based data environments.
• Establish scalable, automated, and audit‑ready reporting frameworks that ensure data accuracy, consistency, and transparency.
• Drive continuous improvement of financial systems, data governance, and analytics capabilities to support growth and private equity reporting standards.
• Oversee development of user‑friendly, repeatable reporting outputs that enable efficient executive and operational decision‑making.

• Serve as a trusted strategic advisor to operational and functional leaders, providing insights that link financial performance to business outcomes.
• Collaborate closely with Accounting leadership to ensure alignment between forecasts, actuals, month‑end close, and lender or compliance reporting.
• Lead, mentor, and develop FP&A team members, fostering a high‑performance, analytical, and business‑oriented finance culture.
• Champion cross‑functional initiatives and special projects focused on process optimization, systems implementations, and operational scalability.

• Bachelor’s degree in Finance, Accounting, Business, Economics, or related field; MBA, CPA, or CFA strongly preferred.
• 8–12+ years of progressive FP&A or corporate finance experience, including leadership responsibility and ownership of enterprise planning processes.
• Demonstrated experience supporting executive leadership, Boards, and private equity stakeholders in a PE‑backed, high‑growth, or complex operating environment.
• Deep expertise in financial modeling, forecasting, budgeting, consolidation, and scenario planning.
• Advanced proficiency in Microsoft Excel and PowerPoint; strong experience with cloud‑based analytics and data tools such as SQL and Power BI.
• Proven ability to translate complex financial data into clear, strategic insights for senior executives and non‑financial stakeholders.
• Strong leadership, communication, and influencing skills with the ability to drive alignment across functions.

• Director

• Full‑time

• Finance
• Industries:
  Consumer Services, Retail, and Manufacturing

$/yr - $/yr

• Annual Bonus
• Direct message the job poster from Conexus