A rapidly growing company is seeking a Senior Director of Financial Planning & Analysis (FP&A) to join their team on a direct hire basis. The Senior Director of Financial Planning & Analysis will oversee all aspects of financial planning and analysis for a private equity-backed organization, focusing on mergers and acquisition (M&A) activities, process realignment, and the development and management of KPI's. The ideal candidate will possess a deep understanding of financial modeling, corporate finance, and operational performance metrics, with a proven track record in private equity and M&A environments.
The Senior Director of Financial Planning and Analysis will play a crucial role in driving financial performance, providing insights for strategic decisions, and ensuring alignment with business objectives. This role requires leadership, critical thinking, and the ability to influence key stakeholders to achieve organizational success.
Responsibilities:
* Lead all financial planning and analysis efforts, supporting key decision-making for senior leadership, with a focus on achieving company goals and objectives.
* Oversee financial due diligence, modeling, and integration for mergers and acquisitions.
* Partner with cross-functional teams to ensure successful post-merger integration, assessing synergies, risks, and financial impacts, and driving value creation.
* Drive process improvements and realignment of financial systems and reporting structures to ensure efficiency, scalability, and alignment with evolving business strategies.
* Implement and standardize processes that enhance forecasting accuracy and reduce cycle times.
* Develop, implement, and track key performance indicators (KPIs) to monitor financial health, operational efficiency, and overall business performance.
* Lead the annual budgeting process and monthly/quarterly forecasting cycles. Ensure financial plans are aligned with business objectives, working closely with business units to deliver actionable insights and financial projections.
* Prepare and present financial reports to private equity stakeholders, investors, and the board of directors. Ensure transparency and clear communication of financial performance, risks, and opportunities.
* Manage, mentor, and develop a high-performing FP&A team, fostering a culture of continuous improvement, collaboration, and accountability. Provide coaching and guidance to enhance team capabilities.
Qualifications:
* At least 10 years of experience in financial planning & analysis, with a significant portion of that time spent in private equity, M&A, or related environments. Proven expertise in leading financial integrations for mergers and acquisitions, process optimization, and performance measurement.
* Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or CFA is highly preferred.
* Strong proficiency in financial modeling, financial systems (e.g., SAP, Oracle, Hyperion), and advanced Excel. Knowledge of ERP systems and reporting software is a plus.
* Proven track record of managing and developing high-performing teams. Excellent leadership, interpersonal, and communication skills with the ability to influence and engage with senior executives, board members, and investors.
* In-depth knowledge of financial analysis, corporate finance, accounting principles, budgeting, and forecasting. Experience with financial reporting for private equity firms and board-level presentations.
* Strong analytical skills, with the ability to provide actionable insights from financial data.
* Ability to think strategically and solve complex financial and operational challenges.
* Ability to manage multiple priorities and navigate complex decision-making processes, balancing long-term strategic goals with short-term business needs.
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