Career Opportunity
Director of Financial Planning and Analysis
Category
Finance
Location
Dallas, Texas
Salary
$190,000 - $225,000
Job Reference
251341
Director of Financial Planning & Analysis
A growing private equity backed professional services organization is seeking a Director of Financial Planning & Analysis to lead budgeting, forecasting, management reporting, and strategic financial analysis. Reporting to the CFO, this individual will partner closely with executive and business unit leadership to provide financial insights that support growth, profitability, and informed decision-making.
This position may be remote or hybrid for candidates located near an office.
Responsibilities
- Lead annual budgeting, forecasting, and long-range planning across the organization.
- Develop forecasts and analyses for revenue, EBITDA, cash flow, headcount, and key operational metrics.
- Prepare executive-level reporting and provide analysis of financial performance, trends, variances, risks, and opportunities.
- Develop and enhance KPI dashboards that improve visibility into financial and operational performance.
- Partner with business leaders on performance management, pricing, workforce planning, and investment decisions.
- Build financial models and scenario analyses to evaluate growth opportunities, acquisitions, and strategic initiatives.
- Improve FP&A processes, reporting capabilities, and forecast accuracy as the organization scales.
- Identify opportunities to automate reporting and improve financial data quality and accessibility.
- Partner cross-functionally with Accounting, Operations, HR, and IT on financial and operational initiatives.
- Support the implementation and optimization of financial planning, ERP, and business intelligence tools.
Qualifications & Experience
- Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA, CPA, CFA, or other advanced credential preferred.
- 8+ years of progressive FP&A, corporate finance, or related experience.
- Strong experience with budgeting, forecasting, financial modeling, variance analysis, and management reporting.
- Demonstrated ability to partner with senior leadership and translate financial analysis into actionable recommendations.
- Strong understanding of financial statements, cash flow, profitability, and key business drivers.
- Experience developing executive reporting and KPI dashboards.
- Professional services or experience within a complex, multi-business-unit organization preferred.
- Private equity portfolio company experience is preferred
- Advanced Excel skills and experience with ERP, financial planning, and business intelligence systems.
- Strong analytical, communication, and presentation skills.
- Ability to operate effectively in a fast-paced, growth-oriented environment and balance detailed analysis with strategic thinking.
Director of Financial Planning & Analysis
A growing private equity backed professional services organization is seeking a Director of Financial Planning & Analysis to lead budgeting, forecasting, management reporting, and strategic financial analysis. Reporting to the CFO, this individual will partner closely with executive and business unit leadership to provide financial insights that support growth, profitability, and informed decision-making.
This position may be remote or hybrid for candidates located near an office.
Responsibilities
- Lead annual budgeting, forecasting, and long-range planning across the organization.
- Develop forecasts and analyses for revenue, EBITDA, cash flow, headcount, and key operational metrics.
- Prepare executive-level reporting and provide analysis of financial performance, trends, variances, risks, and opportunities.
- Develop and enhance KPI dashboards that improve visibility into financial and operational performance.
- Partner with business leaders on performance management, pricing, workforce planning, and investment decisions.
- Build financial models and scenario analyses to evaluate growth opportunities, acquisitions, and strategic initiatives.
- Improve FP&A processes, reporting capabilities, and forecast accuracy as the organization scales.
- Identify opportunities to automate reporting and improve financial data quality and accessibility.
- Partner cross-functionally with Accounting, Operations, HR, and IT on financial and operational initiatives.
- Support the implementation and optimization of financial planning, ERP, and business intelligence tools.
Qualifications & Experience
- Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA, CPA, CFA, or other advanced credential preferred.
- 7+ years of progressive FP&A, corporate finance, or related experience.
- Strong experience with budgeting, forecasting, financial modeling, variance analysis, and management reporting.
- Demonstrated ability to partner with senior leadership and translate financial analysis into actionable recommendations.
- Strong understanding of financial statements, cash flow, profitability, and key business drivers.
- Experience developing executive reporting and KPI dashboards.
- Professional services or experience within a complex, multi-business-unit organization preferred.
- Private equity portfolio company experience is preferred
- Advanced Excel skills and experience with ERP, financial planning, and business intelligence systems.
- Strong analytical, communication, and presentation skills.
- Ability to operate effectively in a fast-paced, growth-oriented environment and balance detailed analysis with strategic thinking.
Search Jobs
Other Open Positions
Regional Finance Manager
Finance
$135,000 - $155,000
Savannah, Georgia
Regional Finance ManagerThis position sits within a PE backed service company, growing rapidly via acquisitions.The Finance Manager will serve as a key financial business partner to regional operations leadership within a growing, multi-location organization. This individual ....
Director of Financial Planning and Analysis
Finance
$190,000 - $210,000
Southlake, Texas
Director, Financial Planning & AnalysisThe Director of Financial Planning & Analysis will lead financial planning, forecasting, management reporting, and business performance analysis for a growing, complex organization. Reporting directly to the CFO, this individual ....
Director of Corporate Development
Finance
$180,000 - $210,000
New York City, New York
Director of Corporate DevelopmentLocation: FlexibleA market-leading, private equity-backed services platform is seeking a Director of Corporate Development to play a central role in the continued execution of its highly active acquisition strategy. Reporting directly to the ....
Director of Finance
Finance
$140,000 - $175,000
Phoenix, Arizona
Director of FinanceThe Director of Finance will provide strategic financial leadership and oversee financial planning, reporting, and operational analysis within a growing healthcare organization. This individual will partner closely with executive and operational leadership ....
Director of Financial Planning and Analysis
Finance
$190,000 - $225,000
Dallas, Texas
Director of Financial Planning & AnalysisA growing private equity backed professional services organization is seeking a Director of Financial Planning & Analysis to lead budgeting, forecasting, management reporting, and strategic financial analysis. Reporting to the ....
Manager, Strategic Finance
Finance
$150,000 - $175,000
Framingham, Massachusetts
Manager, Strategic FinanceA growing organization is seeking a highly analytical and technology-oriented finance professional to support strategic planning, financial analysis, and operational improvement initiatives across the business. This role will combine FP&A with s ....
AVP, Financial Planning & Analysis
Finance
$210,000 - $230,000
Dallas, Texas
Associate Vice President of FP&AThe Associate Vice President of FP&A will serve as a senior finance leader within a growing, private equity-backed healthcare organization, with responsibility for financial planning, operational performance, and strategic decision sup ....
Director of Financial Planning and Analysis
Finance
$150,000 - $170,000
Philadelphia, Pennsylvania
Director of Financial Planning & AnalysisThe Director of Financial Planning & Analysis will serve as a strategic finance partner supporting operational and executive leadership across a growing healthcare organization. This role is responsible for leading the budgeti ....
