Director of Financial Planning and Analysis
$150k - $170kTalentSource360
About the Company
Our client is a fast-growing, private equity-backed construction services firm based in the Washington, DC area. With strong sponsor support and an active growth agenda, the company is building a scalable finance function to support organic expansion, operational excellence, and strategic acquisitions.
Head of FP&A
Location: Washington DC
Schedule: Heavily remote with occasional onsite meetings
Compensation: $150,000-170,000 + bonus
Position Overview
The Director of FP&A will lead the companys strategic finance efforts under the guidance of the CFO. This leader will own budgeting, forecasting, and performance reporting across a project-based business. They will act as a trusted advisor to executive leadership, operations, and the PE sponsor. The ideal candidate has a deep understanding of project-based finance and accounting and wants to build and scale an FP&A function in a high-growth, sponsor-backed environment.
Key Responsibilities
- Own the annual budget, long-range plan, and rolling forecast processes, and drive accountability across business units and project teams.
- Build and maintain integrated financial models (P&L, balance sheet, cash flow) that support growth planning, capital allocation, and value creation initiatives.
- Partner with the CFO on strategic initiatives, including M&A evaluation, integration planning, and new market or service line analysis.
- Lead analysis of project performance, including backlog, WIP, estimated costs to complete, margin fade/gain, and over/under billings.
- Work with operations and project management to improve estimate-at-completion (EAC) accuracy and project-level forecasting.
- Develop insights on bid profitability, labor utilization, and job cost trends to support better pricing and resource decisions.
- Prepare monthly, quarterly, and annual reporting packages for executive leadership, the Board, and the PE sponsor.
- Develop and track KPIs and dashboards covering revenue, backlog, gross margin, EBITDA, cash conversion, and working capital.
- Support lender reporting, covenant compliance, and quality of earnings or diligence requests as needed.
- Own the 13-week cash flow forecast and partner with accounting on billing, collections, and working capital optimization.
- Identify opportunities to improve cash conversion across the project lifecycle.
- Lead, develop, and grow a high-performing FP&A team.
- Improve FP&A systems, tools, and processes, including ERP, BI, and planning platforms, to increase scalability and reporting speed.
- Work closely with Accounting, Operations, Estimating, and Business Development leaders as a strategic finance partner.
Qualifications
- Bachelors degree in Finance, Accounting, Economics, or a related field.
- MBA and/or CPA preferred.
- 8+ years of progressive finance experience, including 3–5+ years leading or managing an FP&A function.
- Strong knowledge of project-based finance and accounting, including percentage-of-completion revenue recognition (ASC 606), WIP schedules, job costing, and backlog analysis.
- Experience in construction, engineering, government contracting, professional services, or another project-driven industry strongly preferred.
- Private equity-backed company experience strongly preferred, including sponsor reporting, value creation plans, and M&A support.
- Advanced financial modeling and Excel skills. Experience with ERP systems (e.g., Viewpoint Vista, Sage 300 CRE, CMiC, or similar) and BI/planning tools (e.g., Power BI, Adaptive, Planful).
- Ability to turn complex financial data into clear, actionable insights for executive and non-financial audiences.
- Hands-on, entrepreneurial leader who does well in a fast-paced, evolving environment.
$130k - $163.5k
...business units) and as such provide financial acumen to work with leadership... .... This involves Business Planning, Client and Attorney Profitability and other analysis for strategic or operational decision... ...work closely with the CFO, Director of FP&A and the Practice Group...SuggestedWork at officeFlexible hours- ...Head of Financial Planning & Analysis About the Company Private equity-backed manufacturing company in the Greater Cleveland area. Industry... .... The company is open to considering candidates for this Director-level opportunity, including those at the Manager or...Suggested
- ...Head of Financial Planning & Analysis About the Company Cleveland-area manufacturing entity seeking a hands-on finance leader to drive budgeting, forecasting, and strategic planning. Industry Electrical/Electronic Manufacturing Type Privately Held...Suggested
- We are seeking a Director of Global Strategic Finance to lead financial strategy, planning, and investor communications across our global organization.This is a senior... ..., intercompany eliminations, and variance analysis; ensure accuracy and timeliness in monthly, quarterly...SuggestedFull timeFlexible hours
- ...Finance to drive execution of global financial planning, forecasting, and reporting processes... ...decision-making. This role reports to the Director of Global Strategic Finance and works... ...consolidation workpapers and variance analysis; coordinate with regional finance...SuggestedFull timeFlexible hours
$132.5k - $338.3k
...reinvent core Finance functions including FP&A, Controllership, Financial Close, Treasury, and Tax.Apply an engineering problem-solving... ...dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See...Full timeLive inWork at officeLocal area- ...Head of Financial Planning & Analysis About the Company Private equity-backed manufacturing company in the Greater Cleveland area. Industry Electrical/Electronic Manufacturing Type Privately Held, Private Equity-backed About the Role The Company...
- ...Director of Finance The experience expected from applicants, as well as additional... ...impact Director of Finance to provide financial leadership across the organization.... ...overseeing core accounting, financial planning and analysis, forecasting, reporting, and operational...
- ...reconciliations, analyzing monthly trial balances and maintaining the general ledger and chart of accounts Preparing internal and external financial statements for owners, banks and lenders Owning day-to-day banking relationships, including borrowing base submissions (AR and...Work at officeLocal areaRemote workRelocationRelocation package
$155.6k - $306.8k
...helping them navigate challenges, avoid financial pitfalls, and implement practical solutions... ...(Fin & Ops) team helps clients plan and execute finance activities across the... ..., controllership, financial planning and analysis, treasury, or financial reportingAbility...Local area$55k - $65k
...Deputy Director of Finance and Asset Management Organization:... ...systems-oriented leader to oversee financial and asset management... ...including materials preparation and analysis. Process and manage bi-... ...obligations across properties; support planning for capital improvements and...$149.8k - $301.4k
...assists clients and RSM professionals across the firm with respect to a variety of compensation related issues including retirement plans, executive compensation, fringe benefits and other payroll-related tax issues. Members of the team follow firm and team processes to...Full timeWork experience placementInternshipWork at officeLocal area- ...roadmap that gets built.5+ years of hands-on data management and analysis, paired with the strategic instinct to know which insights... ...dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more...Full timeWork experience placementLive inWork at officeLocal areaNight shift
- ...seeking a strategic and forward-looking Corporate FP&A Director to serve as a key financial business partner to the executive leadership team.... ...directly to the CFO, this role drives the financial planning, analysis, and strategic resource allocation to optimize profitability...3 days per week
- ...Head of FP&A Role Summary We are seeking a high-impact FP&A professional to build and lead a best-in-class financial planning, analysis, and reporting function. This role will serve as the CFO’s key strategic analytical partner, establishing reliable decision-grade...Full timeImmediate start
$150k - $210k
Head of Financial Planning & Analysis Greater Cleveland, OH | Hybrid | $150K–$210K Base + 20% Bonus Our client, a private equity-backed manufacturing... ...skills The company is open to an established Director of FP&A or a strong Manager/Senior Manager ready to...Full time- ...Job Description Who we are: Sequoia Financial Group is a growing Registered Investment... ...headquartered in Northeast Ohio, offering financial planning and wealth management services. At... ...the team ~ Work with Advisors on the analysis of client contracts, identifying and...Full timeContract work
- ...kitchen, bath and other parts of the home. Come see why our associates love working at MasterBrand.Job Description:The Director, Financial Planning & Analysis reports to the Vice President of Finance and is a key member of the Finance leadership team, with significant...Local area
$110k - $137k
...is proud to announce the opening for a Financial Reporting Manager in our Cleveland office... ...out the puzzle by performing ad hoc analysis something you see as a challenge? Do you... ...serve as a key resource for the Financial Planning & Analysis team. # Conduct ad-hoc...Full timeWork at officeLocal areaWork from home- Tax DirectorPosition OverviewWe are seeking an experienced Tax Director to lead and oversee the companys global tax function. The Tax Director... ...and incentives (including R&D credits) and other cash tax planning opportunitiesEnsure SOX/Internal Controls compliance for tax...
- ...primary responsibility of the Director of Operations Finance is to... ...partnerships and provide cost analysis and decision support to the operations... ...Finance team -- provide financial support to manufacturing and... ...forecasting, and long-range planning processes for manufacturing...Full timeLocal area
$140k - $160k
...Record-to-Report, Order-to-Cash, Procure-to-Pay, Acquire-to-Retire, Plan-to-Perform (FP&A), Treasury, and Tax-enabling processes.... ...platforms including SAP S/4HANA, Oracle Fusion Cloud ERP, Workday Financials, Microsoft Dynamics 365, and NetSuite.Shape chart of accounts,...Full timeContract workWork at officeVisa sponsorship$90k - $125k
...by more than their tooling — planning cycles that consume weeks of... ...across source systems (Workday Financials, NetSuite, SAP, Oracle Fusion... ...cycle, and variance analysis.Move clients from account-level... ...leadership — typically the FP&A Director, VP Finance, Controller, or CFO...Full timeContract workVisa sponsorshipShift work- ...concentration in Finance or Accounting 7-10 years of experience in Financial AnalysisProficient in Microsoft Excel & PowerPointPreferred... ...cost per wheel data for actuals and forecastsProvide analysis that supports the strategic/tactical decisions for Howmet Wheel...WorldwideAfternoon shift
- Technology Strategy Manager / Senior Manager - Financial Services Industry We Are:Technology... ...based on detailed assessment and analysis of current technology footprint.Drive strategic... ...small teams effectively including planning/structuring analytical work, facilitating...Full timeLive inWork at officeLocal area
$134.5k - $265.1k
...more finance domains, including transition planning and steady-state service delivery... ...delivery across quality, risk, timelines, financial performance, and resource coordinationDriving... ...to Report, and Financial Planning & Analysis (FP&A), helping clients move beyond traditional...Full timeWork at officeLocal area$170k - $190k
...professional services organization seeking a Director of Finance & Operations to serve as the... ...through operational excellence, financial discipline, AI-driven automation, and scalable... ...leader ✔ Driving financial planning, forecasting, cash flow, and profitability...Temporary workRemote work$175k - $215k
...growing business and play a key role in its financial operations. The FP&A Manager will oversee the company's financial planning, forecasting, and management reporting... ...including financial results, KPIs, and variance analysis. Consolidate forecasts across business...Full time- ...leading FP&A, budgeting, forecasting, and financial reporting activities, as well as... ...monthly reporting, variance analysis, and financial planning, and must be adept at managing and developing... ...strong Manager ready to step into a Director-level role or an established...
- ...trends. You'll Take the Lead On Full ownership of the accounting close process, from general ledger through consolidated financial statements Ensuring financial statements are accurate and compliant with GAAP Serving as the main point of contact for external...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Director of Financial Planning and Analysis. Be the first to apply!
- sales finance manager Cleveland, OH
- senior manager financial planning & analysis Cleveland, OH
- complex director of finance Cleveland, OH
- director of finance and human resources Cleveland, OH
- global finance director Cleveland, OH
- strategic finance manager Cleveland, OH
- director of finance and administration Cleveland, OH
- sr finance manager Cleveland, OH
- senior finance director Cleveland, OH
- entry level finance manager Cleveland, OH





