Director of FP&A

Director Of Fp&A

A growing, multi-location organization is seeking a Director of FP&A to lead financial planning, forecasting, financial modeling, and strategic finance initiatives. This is a highly visible role partnering directly with executive leadership and will have exposure to M&A activity, banking relationships, treasury management, and long-term financial strategy.

The ideal candidate is a strategic finance professional with strong modeling skills who can move beyond traditional FP&A and serve as a key financial partner to the executive team.

Overview Of The Director Of Fp&A Role:

• Lead annual budgeting, forecasting, and long-range financial planning
• Develop sophisticated financial models to support strategic decisions, growth initiatives, and business planning
• Build financial models and analysis related to M&A, acquisitions, investments, and other strategic opportunities
• Support due diligence, valuation analysis, transaction modeling, and integration planning for M&A activity
• Manage and maintain relationships with banks, lenders, and other financial institutions
• Partner with leadership on treasury management, cash flow planning, liquidity, and capital structure
• Monitor cash flow, working capital, debt, and overall financial liquidity
• Serve as a key point of contact with banking partners and assist with financing activities
• Analyze business performance, profitability, revenue trends, and operating metrics
• Develop and maintain executive-level reporting and KPI dashboards
• Provide leadership with scenario analysis and recommendations regarding growth, investments, and capital allocation
• Partner with Accounting to ensure accurate financial reporting and meaningful variance analysis
• Identify opportunities to improve financial processes, reporting, forecasting, and decision-making
• Present financial analysis and recommendations to senior leadership
• Support other strategic finance initiatives and special projects as the organization continues to grow

Preferred Qualifications For The Director Of Fp&A:

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 7+ years of progressive FP&A, corporate finance, investment banking, or strategic finance experience
• Strong financial modeling and forecasting expertise
• M&A and transaction modeling experience strongly preferred
• Experience working with banks, lenders, or other financial institutions
• Understanding of treasury, cash management, liquidity, and capital structure
• Advanced Excel skills and strong financial modeling capabilities
• Experience working with senior executives and presenting financial information to leadership
• Strong business acumen and ability to translate complex financial information into actionable recommendations
• Experience in a multi-location, retail, consumer, real estate, or similarly operational environment is a plus
• CPA, CFA, or MBA is a plus