Director of Financial Planning and Analysis

Job Description

Robert Half Finance & Accounting and Kevin Sweet have partnered with a rapidly growing financial services / retail organization to identify a Director of FP& A for a newly created, high-impact leadership role.

This is a strategic opportunity for an experienced finance leader to help shape the financial direction of a dynamic, growth-oriented organization. Reporting to executive leadership, this individual will lead enterprise planning, forecasting, performance management, and strategic finance initiatives while partnering closely with senior leadership on key business decisions.

My client offers a collaborative environment, is rapidly growing through both organic growth and acquisitions, offers excellent benefits, competitive annual salary, bonus and potential future equity!

For confidential consideration and consideration, please contact Kevin Sweet directly at View phone number on click.appcast.io or via email at View email address on click.appcast.io

Key Responsibilities:

• Lead the FP& A function, including budgeting, forecasting, and long-range planning

• Partner with the CFO and executive team on strategic financial decisions

• Drive advanced financial modeling, scenario planning, and performance analytics

• Develop and enhance KPIs, executive reporting, and board-level financial presentations

• Support capital allocation, pricing strategy, and business case analysis

• Improve forecasting accuracy through systems, automation, and BI tools

• Lead and mentor a high-performing FP& A team

Ideal Background:

✔ 10+ years of progressive FP& A / strategic finance experience

✔ Current or recent industry experience within financial services, retail and or private equity

✔ Leadership experience within complex, high-growth environments

✔ Deep expertise in budgeting, forecasting, and financial modeling

✔ Advanced Excel and BI tools (Power BI, Tableau, etc.)

✔ Experience with planning systems such as Adaptive, Anaplan, or NetSuite preferred

✔ MBA and CPA, and or CFA is required

This is an opportunity to step into a visible leadership role and help drive long-term strategy and enterprise performance.

If you or someone in your network may be interested in learning more, feel free to message me directly for a confidential conversation.

Ideal Background:

✔ 10+ years of progressive FP& A / strategic finance experience

✔ Current or recent industry experience within financial services, retail and or private equity

✔ Leadership experience within complex, high-growth environments

✔ Deep expertise in budgeting, forecasting, and financial modeling

✔ Advanced Excel and BI tools (Power BI, Tableau, etc.)

✔ Experience with planning systems such as Adaptive, Anaplan, or NetSuite preferred

✔ MBA and CPA, and or CFA is required