Director of Financial Planning and Analysis

Director of Financial Planning & Analysis

We are seeking a strategic and hands-on Director of Financial Planning & Analysis (FP&A) to lead the corporate FP&A function at a recently acquired, private equity-backed portfolio company. This high-impact role reports directly to the CFO and plays a critical part in shaping the company’s financial strategy through advanced forecasting, budgeting, and Board-level reporting.

The Director will drive performance insights across the organization, support post‑acquisition integration, and lead the optimization of the OneStream platform for scalable, enterprise‑wide reporting. The ideal candidate brings deep FP&A expertise, a strong operational mindset, and experience thriving in dynamic, growth‑focused environments.

The HQ is based in Atlanta and the ideal candidate will reside in Atlanta or the southeast who can travel occasionally to Atlanta.

Key Responsibilities

• Lead the company’s end‑to‑end financial planning processes, including budgeting, forecasting, long‑range planning, and consolidated reporting.
• Develop and deliver Board‑level financial reporting packages, including performance analysis, KPIs, and key business insights.
• Own and optimize the OneStream platform, ensuring seamless integration with core systems such as Microsoft Dynamics, NetSuite, and Power BI.
• Design, build, and maintain scalable dashboards and reporting tools across financial, operational, sales, and pricing datasets.
• Conduct financial modeling, scenario analysis, and strategic forecasting to support key initiatives, including M&A, capital allocation, and organic growth strategies.
• Support post‑acquisition integration activities, including pro forma financial reporting and systems alignment.
• Partner closely with business unit leaders to translate operational needs into actionable financial insights and tools.
• Perform market, industry, and macroeconomic analysis to support executive decision‑making.
• Benchmark financial and operational performance against internal targets and external industry standards.

Required Skills & Attributes

• Strong financial and commercial acumen, ideally developed in a private equity‑backed or high‑growth environment.
• Deep experience with financial planning, consolidation, and reporting systems, with strong preference for OneStream expertise.
• Proven ability to build and scale FP&A processes in complex, fast‑paced organizations.
• Advanced analytical and problem‑solving skills with strong attention to detail and data accuracy.
• Executive‑level communication skills with the ability to clearly translate complex financial information for senior leadership and Board audiences.
• High sense of urgency with strong organizational and project‑management capabilities.
• Ability to manage multiple priorities in a dynamic and evolving environment.

Education & Experience

• Bachelor’s degree in Finance, Accounting, or a related field required; CPA preferred.
• 5–8+ years of progressive experience in FP&A, corporate finance, investment banking, or related disciplines.
• Direct experience in financial reporting, forecasting, modeling, and acquisition integration.
• Advanced proficiency with OneStream, Microsoft Dynamics, Power BI, and NetSuite.