Director of Financial Planning and Analysis

Firm Overview

Carr’s Hill Partners is a New Orleans-based private equity firm focused on family- and founder-owned businesses, generally ranging from $5 million to $15 million of EBITDA, in the industrial and infrastructure services sectors along the Gulf Coast. The firm takes a growth-minded approach to investing, combining capital, operational expertise, sector knowledge, and regional insights to create lasting value.

Director of Financial Planning & Analysis (FP&A)

Immediate

New Orleans, LA

Carr’s Hill is seeking a Director of Financial Planning & Analysis (FP&A) to support financial reporting, planning, and analytical functions across the firm’s portfolio companies. This individual will serve as a key financial resource to portfolio company CFOs, helping to enhance financial visibility, improve reporting quality, and support data-driven decision-making. The role is well-suited for a finance professional with strong analytical capabilities, experience working with operating companies, and the ability to partner effectively with management teams in a private equity environment.

• Partner closely with portfolio company CFOs and finance teams to improve the accuracy, timeliness, and consistency of weekly, monthly, quarterly, and annual financial reporting.
• Assist in the development and refinement of management reporting packages, KPIs, and dashboards tailored to each business.
• Review financial statements and operating results, identify trends and variances, and help management teams understand key drivers of performance.
• Support budgeting, forecasting, and long-range planning processes at the portfolio company level.

• Help implement best-in-class FP&A processes, including standardized reporting templates, forecasting methodologies, and performance metrics.
• Conduct ad hoc financial analyses related to pricing, margins, cost structure, working capital, capital expenditures, and growth initiatives.
• Support value creation initiatives by providing analytical insight into operational improvements, organic growth, and acquisition opportunities.
• Assist with integration planning and financial reporting for add-on acquisitions.
• Serve as a financial liaison between Carr’s Hill and portfolio company management teams.
• Support internal investment and portfolio review processes by preparing and reviewing financial analyses and presentation materials.
• Assist with financial due diligence and modeling in connection with new platform investments and add-on acquisitions.
• Coordinate with external advisors, including accounting firms and consultants, as needed.

• Evaluate existing financial systems, processes, and controls at portfolio companies and recommend improvements.
• Support CFOs in strengthening internal controls, forecasting discipline, and financial planning capabilities as businesses scale.
• Help establish consistent financial reporting standards across the portfolio while respecting business-specific needs.

• Bachelor’s degree in Finance, Accounting, or a related field; MBA or CPA preferred but not required.
• 3–5 years of relevant experience in FP&A, corporate finance, consulting, or transaction services.
• Experience working with middle-market or lower middle-market operating companies; private equity–backed experience strongly preferred.
• Strong financial modeling, forecasting, and analytical skills.
• Solid understanding of financial statements, operational drivers, and performance metrics.
• Ability to communicate complex financial concepts clearly to non-financial stakeholders.
• Highly organized, detail-oriented, and comfortable managing multiple priorities across several portfolio companies.
• Collaborative mindset with a hands‑on, solutions‑oriented approach.

• Opportunity to work directly with portfolio company leadership and influence real‑world operating decisions.
• Broad exposure across multiple businesses, industries, and growth stages.
• Entrepreneurial, team‑oriented culture with direct access to investment professionals and firm leadership.
• Meaningful role in helping build scalable financial infrastructure across the portfolio.