Director of FP&A and M&A
AccruePartners
THE TEAM YOU WILL BE JOININGJoin the finance organization of a private equity-backed business with a strong history of growth through acquisitions and organic expansionPartner closely with senior leadership and operating teams on financial planning, performance management, and strategic growth initiatives.Work in an environment where finance plays a central role in evaluating acquisitions and supporting the integration of acquired businesses.Collaborate across finance, accounting, operations, and acquired business teams in a multi-entity environment.Take ownership of high-visibility analysis and financial initiatives that support continued growth.WHAT THEY OFFER YOUGain exposure to major CFO-level functions, including board reporting, strategic planning, treasury, lender relationships, cash flow management, and M&A pipeline oversight.Build experience in buyer diligence, transaction dynamics, deal structuring, and post-close integration planning.Partner directly with senior leadership and business unit leaders rather than operating within a narrow functional finance role.Work within a financially strong, asset-light service business that generates excellent cash flow and has substantial liquidity.WHY THIS ROLE IS IMPORTANTLead FP&A activities, including financial planning, forecasting, financial analysis, management reporting, and cash flow forecasting across an approximately $350M multi-business organization.Prepare board presentations, lender reporting, and other executive-level financial materials that communicate business performance, financial trends, and key operating drivers.Partner with business leaders to identify and address operational issues, including margin compression, sales trends, cost management, profitability, and performance against plan.Manage and support the M&A pipeline, including acquisition analysis, financial modeling, due diligence, and evaluation of potential transactions.Provide treasury and credit facility support, including analysis of liquidity, financing requirements, lender relationships, and capital structure considerations.Work closely with the private equity sponsor on financial performance, strategic initiatives, and the M&A pipeline, including regular investor discussions.Support the company through an exit process, providing financial analysis and supporting diligence, transaction preparation, and post-close planning as needed.Improve FP&A processes, reporting, forecasting, and analytical tools to support decision-making across 11 service lines and continued acquisition-driven and organic growth.THE BACKGROUND THAT FITSBachelor's degree in Finance, Accounting, Economics, Business, or a related field required.8 to 10+ years of progressive finance experience with growth into a director-level role or comparable scope preferred.Strong FP&A experience, including financial analysis, forecasting, budgeting, management reporting, and cash flow forecasting.Experience in preparing lender reporting, board presentations, and executive-level financial analysis required.M&A experience required, with exposure to acquisition analysis, financial due diligence, transaction modeling, or M&A pipeline management; full transaction ownership is not required.Experience with treasury, credit facilities, liquidity management, or lender relationships preferred.Experience in a private equity-backed or mid-market company is strongly preferred, particularly within an organization below $1B in revenue.Strong financial modeling, Excel, analytical, and problem-solving skills with the ability to connect financial results to operational performance.Demonstrated intellectual curiosity, motivation, and ability to execute through cross-functional teams and business leaders.Comfortable operating in a PE-backed environment and interested in the pace, accountability, capital allocation decisions, and eventual transaction dynamics associated with private equity ownership.3#LI-DT1Reference: 69678
- ...including Executive Leadership, Line of Business CFOs & Sr. Financial Directors, Corporate Finance & Performance Management, Corporate Treasury,... ...activities, organic revenue and/or cost saving opportunities, M&A activities, and/or investment opportunities5. Ensure strong...SuggestedFull timePart timeWork at officeFlexible hoursShift workDay shift
- ...Leader - Global FP&AThe OpportunityA global manufacturing organization is seeking a high-performing finance leader to join its Corporate FP&A organization in the Charlotte market. This is a highly visible role supporting senior executive leadership and partnering with...Suggested
- We are looking for an experienced FP&A leader to guide financial strategy and deliver meaningful insights that support business growth in Charlotte, North Carolina. This role will partner closely with senior leadership to drive forecasting, budgeting, and performance analysis...Suggested
- ...in financial systems and accounting operations globally.Support M&A integration efforts, including system harmonization and chart of... ...Business Partnership & Cross-Functional CollaborationCollaborate with FP&A, Tax, Treasury, and regional finance teams to ensure systems...SuggestedFull timeWork at office
- ...focuses on delivering high-quality, complex valuation projects specifically for the banking and financial services sector, including M&A purchase accounting and PCAOB audit reviews. While financial institutions will be a focus of this role, the Manager will also have opportunities...SuggestedFull timeContract workWork at officeRemote workFlexible hours
$112.1k - $225.5k
...professionally. There’s no one like you and that’s why there’s nowhere like RSM.USA, CANADA:Job ResponsibilitiesLeads strategic finance and FP&A consulting engagements, supporting clients with financial planning, forecasting, valuation, and transaction-related analyses....Full timeWork experience placementInternshipLocal area- ...discussions and presentations, alongside Citizens product partners, while participating in the origination and execution of debt, equity and M&A transactions. This is an attractive opportunity for a junior VP seeking greater client exposure, transaction experience and career...Local areaMonday to Friday
$140k - $170k
...a collaborative environment focused on enabling your career growth and continuous professional development. We are seeking a Senior FP&A Manager to join our team. Senior FP&A leader responsible for financial planning, forecasting, and analytics for assigned service line...Full timeWork experience placementLocal areaRemote work- Used Car Acquisition Manager Mills Auto Group is seeking a highly motivated Used Car Acquisition Manager to join our team in Pineville, NC. This role is critical in sourcing quality used vehicles that meet our inventory needs and align with the company's goals. The ...
$184.1k - $306.8k
...modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid...Local areaVisa sponsorship- ...for a North American business. The Finance Director will serve as a key partner to the... ...profitability, and overall business performance.FP&A & Financial ManagementLead budgeting, forecasting... ...the flexibility to support potential M&A and integration activity as the business...
$100k - $189.2k
...a transaction. These services include accounting method reviews, the filing of accounting method or period changes, participating in M&A structuring and diligence, writing of technical advice memorandums, researching technical filing positions and broadly interacting with...Full timeWork experience placementInternshipWork at officeLocal area- ...including, but not limited to, investors, business divisions, finance, treasury and legal teamsSupport the external advisors assisting with M&A and tax planning activitiesMonitor changes in tax legislation and regulations in various jurisdictions, assessing their impact on the...Full timeTemporary workWork at officeLocal areaShift workDay shift
$171.6k - $338.3k
...modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid...Local areaVisa sponsorship$140k - $185k
...initiatives across strategic partnerships, product monetization, M&A, and other revenue. You will own complex, executive-facing financial... ...plus 2+ years in strategic finance, corporate development, or FP&A at a fast-paced, high-growth technology, fintech, crypto, payments...Flexible hours- ...including direct exposure to strategic decision-making and tax planning initiativesA broad scope covering domestic and international tax, M&A diligence, and operational tax strategyLeadership responsibility over a growing team, with the ability to mentor and shape future tax...
- ...years of people management experience.Technical Expertise: Validate experience with complex returns, technical reviews, tax modeling, M&A, and transactional documents.Client Management: Look for experience managing client relationships and engagement economics.Location:...Local areaFlexible hours
- The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications...Full timePart timeWork at officeShift workDay shift
- ...strengthen controls, leverage tools such as OneStream, and contribute to high-visibility initiatives including system implementations and M&A support. In this role, you will have: Broad corporate exposure to close, consolidation, reporting, controls, budgeting, forecasting,...Flexible hours
- ...initiatives spanning process improvement, systems modernization, M&A activity, and cross-functional operational projects Why This Role... ...risk and opportunity and influence business strategie s.Support the FP&A Manager and business partners with various requests and analysi s...
- ...detailed financial planning and analysis (FP&A experience) Created sophisticated... ...performance reporting to our investors, Board of Directors, and senior leadership team Be... ...practices through systems, policy and process M&A experience is a plus BS in finance/related...Temporary workLocal areaRelocation
- ...planning, budgeting, cash management, and financial governance. The CFO will also partner with the CEO and Board on corporate strategy, M&A, strategic partnerships, and capital allocation, and will be instrumental in preparing the company for future institutional financing...
- ...delivery capabilities. Key responsibilities for the CFO include owning FP&A, forecasting, and decision support in a technology-enabled... ...adept at building finance organizations, and have experience in M&A activities. A confident executive presence, lender management experience...
- ...as to manage cash flow, capital allocation, risk, and potential M&A activity. The CFO will also be tasked with implementing and optimizing... ...finance across multiple business lines. Strong expertise in FP&A, accounting, and financial strategy is essential, and experience...Remote work
- ...organization, championing AI-enabled reporting tools, and enhancing budgeting and forecasting processes. They will also play a critical role in M&A activities, capital markets, and investor relations, and will be expected to maintain the highest standards of governance, risk...
- ...evaluating and optimizing existing accounting and finance resources, supporting strategic growth initiatives, and assessing and executing M&A opportunities. Applicants for the CFO position at the company should have previous experience within a private equity-backed...
- ...role includes managing and developing the finance team, driving technology infrastructure within the finance function, and supporting M&A analysis as the company explores inorganic growth opportunities. Applicants for the Head of Finance position at the company should...
- ...on capital raising, credit rating management, and shareholder returns. Additionally, the role includes leading financial aspects of M&A transactions. Applicants for the CFO position at the company should hold a Bachelor's degree and have a proven track record in investment...
- ...accounting controls, and experience in a leveraged environment, preferably within a private equity-backed or publicly traded company. M&A experience and a background in food, protein, commodity-driven, consumer products, or manufacturing are highly valued. The CFO will...Immediate start
- ...overseeing all financial aspects of the business, from accounting to financial planning and analysis, and leading the integration of M&A activities. The role demands a passionate and committed leader with a strong background in distribution business models, particularly...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Director of FP&A and M&A. Be the first to apply!
- vice president fp&a Charlotte, NC
- fp&a Charlotte, NC
- financial planning and analysis Charlotte, NC
- land acquisition Charlotte, NC
- real estate acquisitions Charlotte, NC
- senior manager m&a tax Charlotte, NC
- property acquisition Charlotte, NC
- manager m&a tax Charlotte, NC
- acquisition Charlotte, NC
- m&a Charlotte, NC

