Career Opportunity
Director of Financial Planning and Analysis
Category
Finance
Location
Atlanta, Georgia
Salary
$210,000 - $230,000
Job Reference
238960
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 OneStream 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.
The HQ is based in Atlanta and the ideal candidate will reside in Atlanta or the southeast who can travel occasionally to Atlanta.
Key Responsibilities
- 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 OneStream platform, ensuring effective integration with systems like Microsoft Dynamics, Power BI, and NetSuite.
- 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.
Required Skills & Attributes
- Strong business and financial acumen, ideally gained within a private equity-backed or high-growth environment.
- Demonstrated expertise in financial systems and consolidation tools (OneStream 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.
Education & Experience
- 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 OneStream, Microsoft Dynamics, Power BI, and NetSuite.
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 OneStream 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.
The HQ is based in Atlanta and the ideal candidate will reside in Atlanta or the southeast who can travel occasionally to Atlanta.
Key Responsibilities
- 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 OneStream platform, ensuring effective integration with systems like Microsoft Dynamics, Power BI, and NetSuite.
- 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.
Required Skills & Attributes
- Strong business and financial acumen, ideally gained within a private equity-backed or high-growth environment.
- Demonstrated expertise in financial systems and consolidation tools (OneStream 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.
Education & Experience
- 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 OneStream, Microsoft Dynamics, Power BI, and NetSuite.
Search Jobs
Other Open Positions
Business Unit CFO
Finance
$200,000 - $230,000
Nashville, Tennessee
Business Unit CFOThe CFO will lead the financial strategy and operations for one of the company's largest and most strategically important business units. This executive will oversee budgeting, forecasting, financial reporting, performance management, and operational finance ....
Vice President, Financial Planning & Analysis
Finance
$190,000 - $225,000
Dallas, Texas
Vice President, Financial Planning and AnalysisA private equity-backed, multi-location healthcare organization is seeking an Vice President of Financial Planning & Analysis to lead its financial planning function and support continued growth initiatives.Reporting to exec ....
Financial Planning and Analysis Manager
Finance
$130,000 - $150,000
Fort Lauderdale, Florida
Manager, Financial Planning and AnalysisThe FP&A Manager serves as a dedicated financial partner supporting the company’s largest operating division within a field service organization. This role is responsible for leading financial planning, forecasting, reporting, an ....
Corporate Finance Manager
Finance
$120,000 - $140,000
Dallas, Texas
Finance ManagerThis opportunity is with a private equity-backed, multi-site organization seeking a Finance Manager to join its corporate finance team.The Finance Manager serves as a strategic business partner to Finance Leadership and operational teams, supporting financi ....
Manager, Finance Operations
Finance
$120,000 - $150,000
Dallas, Texas
Manager, Finance OperationsThis opportunity is with a private equity-backed, multi-site organization seeking a Finance Manager to join its operational finance team. The role has been created in response to the company’s continued growth and active acquisition strategy, wit ....
Chief Development Officer
Finance
$300,000 - $375,000
Atlanta, Georgia
Chief Development OfficerLocation: Remote (Eastern U.S. preferred) with travelAbout the CompanyOur client is a leading national provider of home-based healthcare services backed by one of the top middle-market private equity firms in the country. The organization delivers a ....
Vice President, Mergers & Acquisitions
Finance
$225,000 - $275,000
Chicago, Illinois
Vice President of Mergers & AcquisitionsLocation: Remote (Eastern U.S. preferred) with travelAbout the CompanyOur client is a leading national provider of home-based healthcare services backed by one of the top middle-market private equity firms in the country. The organ ....
Financial Analyst
Finance
$75,000 - $85,000
Atlanta, Georgia
Financial AnalystThe FP&A Analyst will support financial planning, forecasting, reporting, and business analysis activities for a growing business division. This role partners closely with commercial, operations, and business leaders to provide financial insights that su ....
Director of Financial Planning and Analysis
Finance
$210,000 - $230,000
Atlanta, Georgia
Director of Financial Planning & AnalysisWe 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 report ....
