Career Opportunity

Director, Financial Planning and Analysis

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Category

Accounting/Finance

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Location

Dallas, Texas

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Salary

$175,000 - $210,000

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Job Reference

54063

Director, Financial Planning and Analysis

This position is with a private equity backed retail organization reporting directly to the CFO. You will have a team of 2-3 under you.

The Director will be responsible for leading the FP&A processes for the Company and assisting the CFO on setting strategies and implementing reporting and process initiatives across the company. Focus will be on establishing and driving the company’s financial planning and analysis function with an emphasis on performance improvement, providing quality management information, and furthering the development of scalable reporting systems and processes, analytical tools, and key performance metrics. Candidate must be able to quickly ramp-up the learning curve to identify the key levers of performance across the platform in order to develop a credible rapport with constituents. Must be able to collaborate across all functional areas of the business constructively and efficiently, within a fast paced, distribution focused, private equity backed company

The position is 100% remote with travel potentially once a quarter.

Position Overview

Working closely with the CFO and finance team, you will help establish and enhance the company’s financial planning capabilities, focusing on delivering insightful management information and driving the development of systems, processes, and performance metrics. Your responsibilities will include:

  • Developing and presenting key financial, pricing, sales, and operational data through dashboards and forecasts.

  • Collaborating with department leaders to create and maintain a 13-week rolling cash flow forecast.

  • Assisting in the creation of comprehensive, bottom-up budgets and forecasts to support both short-term and long-term business strategies.

  • Partnering with business and functional leaders to educate and assist in the development of strategic plans, budgets, and forecasts.

  • Providing data and analysis on customers, suppliers, and market trends to offer insights into the key drivers of the business.

  • Supporting the financial analysis function, with a focus on improving performance and delivering relevant external analysis. Specific tasks include:

    • Analyzing cash flow, controlling costs, and assessing expenses, while working with leaders to identify and implement improvements.

    • Conducting industry and economic analysis to identify trends and recommend strategies for responding to these changes.

    • Monitoring and comparing the company’s performance to external market benchmarks and internal KPI targets.

    • Investigating financial and operational performance discrepancies and assisting business leaders in implementing corrective actions.

Key Skills and Attributes

  • Strong business acumen, preferably with experience in distribution-based businesses or private equity environments.

  • Expertise in process mapping, focusing on simplification and efficiency improvements.

  • Strong analytical and problem-solving skills, with exceptional attention to detail and the ability to balance accuracy with practical business judgment.

  • Capability to manage multiple tasks, perform under pressure, and meet deadlines. Strong sense of urgency and ability to prioritize effectively.

  • Effective time management and organizational skills.

  • Adaptability and resilience in a dynamic and complex environment.

  • Excellent verbal and written communication abilities.

  • Trusted relationship builder with senior management and board members.

Qualifications and Experience

  • 8-10+ years of relevant experience in Finance and Financial Planning & Analysis (FP&A).

  • Proven success in financial reporting and analysis, preferably in a private equity setting.

  • Demonstrated ability to design and implement scalable financial planning, analysis, and reporting models to support company growth.

  • Experience in consolidating and interpreting complex financial, operational, and KPI data into clear presentations and actionable frameworks.

  • Strong proficiency in ERP systems, databases, and financial reporting/analysis tools such as Power BI.

  • Advanced proficiency in Microsoft Office Suite, especially Excel and PowerPoint.

  • Bachelor’s degree required, ideally in finance, accounting, or industrial engineering.

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Accounting/Finance Recruiter

Amy Searles

Accounting & Finance

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