Director of Financial Planning and Analysis
Confidential
Head of Financial Planning and Analysis
About the Company
Prominent private equity firm
Industry
Venture Capital & Private Equity
Type
Private Equity Firm
About the Role
The Company is seeking an FP&A Director to establish and lead a top-tier financial planning and analysis function. The successful candidate will be tasked with building the FP&A team internally, making this a pivotal role in the organization. Key responsibilities for the FP&A Director include developing and implementing financial strategies, providing in-depth analysis to support decision-making, and ensuring the team delivers accurate and timely financial reports. The role also involves close collaboration with other departments to drive business performance and support the company's growth. Applicants for the FP&A Director position at the company should have a Bachelor's degree in accounting, finance, or a related field, with a preference for candidates holding a CPA, MBA, or CFA. A minimum of 7 years' experience in FP&A is required, with a strong emphasis on those who have a proven track record in building an FP&A department from the ground up. Experience in the professional services industry is also preferred, along with a background in private equity, mergers and acquisitions, or corporate development. The ideal candidate will be a strategic thinker, possess excellent leadership skills, and have the ability to drive change and innovation within the FP&A function.
Functions
- Finance
$160k - $180k
...backed manufacturing company to identify a Director of FP&A who will help lead the company... ...phase of growth through strategic financial planning, operational partnership, and... ...capital investments Perform variance analysis and communicate key business drivers to...Suggested- ...Director of Finance, Planning & Analysis (FP&A) Greater Charlotte Area | Manufacturing Industry | Leadership Opportunity I'm partnering with a well-... ...operations. This leader will be responsible for driving financial planning, forecasting, budgeting, business performance...Suggested
$112.1k - $225.5k
...finance and FP&A consulting engagements, supporting clients with financial planning, forecasting, valuation, and transaction-related analyses.... ..., and capital structure initiatives through deal analysis and financial modeling. Prepares client‑ready analyses, presentations...SuggestedWork experience placementInternshipLocal area- ...What you’ll need to succeed as a Manager, Financial Planning and Analysis at XPO Minimum qualifications: ~ Bachelor's degree or equivalent related work or military experience ~5 years of experience in finance or financial planning and analysis Preferred qualifications...Suggested
- ...organization by effectively managing all financial tasks. They will oversee the financial... .... Key Responsibilities: Financial Planning and Analysis (FP&A): Develop and manage budgets and... ...to senior management and the board of directors. Skills and Qualifications: Education:...SuggestedFull time
- ...to our strategy and fostering our culture of empowerment. A Brief Overview The Finance Manager manages the Divisions' financial planning and analysis function, including budgeting, financial analysis, and most internal reporting functions. Assist Division President with...Local area
$150k
...Fairview Search Group, LLC is conducting an EXCLUSIVE SEARCH for a Manager, Financial Planning & Analysis for a Multi-Billion company located in South Charlotte(South Park) Total Compensation- $150K!!! - Hybrid Work Schedule Responsibilities Manages the budgeting and forecasting...Work experience placement- ...large, publicly traded organization seeking a Manager of Financial Planning & Analysis to join its corporate finance team. This is a newly created... ..., multi-region operation. Reports to an outstanding Director of FP&A who values business partnership, mentorship, and...
- ...engineering firm focused on the planning, design, and construction of... ...join our organization as the Director of Finance & Accounting. This... ...and help uplift overall financial and project management practices... ...including financial planning and analysis, budgeting, forecasting, and...Full timeContract workTemporary workWork at officeFlexible hours
- ...Chief Financial Officer (CFO) About the Company Global provider of outsourced food services and catering & hospitality solutions... ...performance management, while also overseeing financial planning and analysis, accounting, financial reporting, and compliance. A key...Contract workRemote work
- ...Chief Financial Officer (CFO), Contingent About the Company Internationally recognized... ...CFO at the company include financial planning and analysis, leading the annual budgeting process,... ...primary staff liaison to the Board of Directors' Finance Committee and will work...Local area
- ...Vice President, Financial Planning & Analysis About the Company Disruptive provider of predictive marketing software Industry Information Technology and Services Type Privately Held, VC-backed Founded 2013 Employees 1001-500...
$180k - $230k
...The Finance team ensures Affirm remains financially sound and strategically positioned for growth. Our team manages financial planning, accounting, pricing, vendor management,... ...insights, accurate reporting, and careful analysis to support decision‑making. From day‑to‑day...Work at officeRemote workFlexible hours- ...some of the market’s leading financial institutions to transform operations... ...sectors Led strategic planning and budgeting delivering detailed financial planning and analysis (FP&A experience) Created... ...to our investors, Board of Directors, and senior leadership team...Temporary workLocal areaRelocation
$285k - $315k
...career with Eurest. Job Summary: The Chief Financial Officer (CFO) is a key member of the Eurest... ...Expertise: Advanced knowledge of financial planning, forecasting, financial modeling, capital investment analysis, mergers and acquisitions, business intelligence...Contract workLocal areaRemote workFlexible hours- ...Chief Financial Officer (CFO) About the Company Fast-growing SaaS business Industry... ...in leading comprehensive financial planning, forecasting, and budgeting to support the... ...experience with financial planning and analysis software platforms, a background in fintech...
- ...owning top line forecasting and driving alignment across various teams. They should have over 8 years of analytical experience, strong financial modeling skills, and the ability to operate in a fast-paced environment. Affirm provides a remote-first working model with...Remote work
$147.2k - $196.88k
...'ll be responsible for business process analysis, requirements definition efforts for remediating... ...delegation, project scheduling, project financials, quality review and client management... ...Chart-of-Accounts, Treasury, Financial Planning and Analysis & Financial Benchmarking...Full time- ...Job Description Job Description Manager, Financial Planning & Analysis (FP&A) High-Growth Acquisition-Oriented Private Equity Portfolio Company | Hands-On Builder Location: Charlotte, Tampa, or Bridgewater, NJ Reports to: CFO Role Overview The Manager...Local area
$130k - $150k
...autonomy of local brands. Position Summary The Strategic Finance Manager, Contact Center/Marketing owns the integrity, visibility, and financial accountability of marketing performance across the full funnel – from spend to revenue. This role ensures marketing operates as a...Hourly payFull timeFor contractorsLocal area- ...Title: Associate Director, Financial Planning & Analysis Business Unit: Financial Planning & Analysis Location: Charlotte, NC Job Summary This position will support key financial processes, including forecasting, budget planning, and strategic analysis at a firm-wide level...Temporary workFlexible hours
- ...ll Do: As a Senior Accountant, you’ll: Prepare and analyze financial reports, statements, and records. Ensure accuracy and compliance... ...consolidations and reporting. Advanced skills in Financial Planning and Analysis (FP&A). Excellent analytical and problem-solving skills....Full time
- ...advisor to the CFO on accounting matters, financial controls, and strategic initiatives.... ...statements, management reporting, variance analysis, and audit support. Strengthen and... ...Serve as a strategic thought partner during planning cycles, system integrations, and...Contract workFor contractorsWork at officeLocal area
- ...to lead consolidated forecasting and strategic planning. In this role, you will serve as the source of truth for financial forecasting, partnering closely with senior... ...partners Support annual budgeting and deliver ad‑hoc analysis for leadership and key stakeholders Provide...
- ...Meritage Homes in Charlotte, North Carolina is seeking a finance professional to perform in-depth financial and strategic analyses impacting the business. Candidates must hold a Bachelor's degree in finance or accounting, with CPA designation strongly preferred. The role...
- ...Coupa, etc.) Industry expertise in Consumer Goods, Industrials, or Financial Services Experience in structuring and winning F&A managed... ...dental, vision, life, and long‑term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See...Live inWork at officeLocal area
- ...visibility and analytics to KPIs, monthly financials, and quarterly forecasts / budgets. This... ...Key Responsibilities Drive strategic planning, annual operating plan, & financial forecasting... ...close process including variance analysis Ad-hoc requests as needed Required Education...Work at office3 days per week
- ...forecasting, budgeting, manufacturing reporting, and operational financial analysis while partnering closely with plant leadership, supply chain... ...Lead monthly forecasting, annual budgeting, and long‑range planning for manufacturing operations. Partner with Manufacturing,...
- ...Novolex in Charlotte, NC seeks a Director of FP&A to drive financial clarity and operational alignment across the organization. This key role will lead financial activities linked to Procurement, G&A and more, ensuring leaders have the necessary analytics and insights....
- ...First Citizens Bank is seeking a Senior Director of FP&A for the Enterprise Technology & Operations division in Charlotte.... ...leadership to translate strategy into numbers and actionable plans. You will drive financial insights, governance, and performance optimization across...
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