Head of Financial Planning and Analysis
Confidential
Head of Financial Planning and Analysis
About the Company
Prominent private equity firm
Industry
Venture Capital & Private Equity
Type
Private Equity Firm
About the Role
The Company is seeking an FP&A Director to establish and lead a top-tier financial planning and analysis function. The successful candidate will be tasked with building the FP&A team internally, making this a pivotal role in the organization. Key responsibilities for the FP&A Director include developing and implementing financial strategies, providing in-depth analysis to support decision-making, and ensuring the team delivers accurate and timely financial reports. The role also involves close collaboration with other departments to drive business performance and support the company's growth. Applicants for the FP&A Director position at the company should have a Bachelor's degree in accounting, finance, or a related field, with a preference for candidates holding a CPA, MBA, or CFA. A minimum of 7 years' experience in FP&A is required, with a strong emphasis on those who have a proven track record in building an FP&A department from the ground up. Experience in the professional services industry is also preferred, along with a background in private equity, mergers and acquisitions, or corporate development. The ideal candidate will be a strategic thinker, possess excellent leadership skills, and have the ability to drive change and innovation within the FP&A function.
Travel Percent
Less than 10%
Functions
- Finance
- ...tradeoffs. Help define annual priorities, multi-year strategic plans, and operating rhythms for the organization. Translate... ...long‑range planning processes. Build and maintain integrated financial models and scenario analyses. Job Duties and Responsibilities...SuggestedFull timeWork at officeLocal areaMonday to Friday
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- ...team in developing and implementing financial strategies, budgets, and forecasts.... ...Market AOP process including market data analysis, scenario planning, Geo goal setting, annual quota... ...respective business partners as well as the head of Go To Market Finance (GTM), and...SuggestedWork at officeFlexible hours
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- ...Chief Financial Officer (CFO) About the Company Fast-growing SaaS business Industry... ...in leading comprehensive financial planning, forecasting, and budgeting to support the... ...experience with financial planning and analysis software platforms, a background in fintech...
- ...hands‑on designer of the accounting and financial functions. You will be responsible for a... ...thorough financial‑status reports and critical analysis for the CEO to make actionable... ...functions. Develop financial business plans and forecasts. Utilize forward‑looking,...Local area
- ...Chief Financial Officer (CFO) About the Company Ambitious private equity firm Industry Venture Capital & Private... ...the preparation of budgets, forecasts, and financial plans, and providing in-depth analysis and guidance to the Board of Directors. This is a key...
- ...team in developing and implementing financial strategies, budgets, and forecasts.... ...Market AOP process including market data analysis, scenario planning, Geo goal setting, annual quota... ...respective business partners as well as the head of Go To Market Finance (GTM), and...Work at officeFlexible hours
$128.4k - $235.3k
...build a better working world. Business Consulting - Finance - Financial Planning and Analytics (FP&A) - Manager - Location Open Whole... ...Demonstrate expertise in financial planning and analytics through analysis and knowledge of best practices. Lead teams and provide...Summer holidayFlexible hours- ...Antonio, Texas is seeking a skilled FPA Director responsible for financial stewardship, sustainability, and operational excellence. The... ...field, have at least 5 years of experience in financial planning, and possess strong analytical and communication skills. This...
- ...GM finance business partner. This role will be responsible for all aspects of the finance function, including financial reporting, financial planning & analysis, strategic finance and operations finance. This role will partner with the GM to develop and execute...Work at office
$90.23k - $148.89k
CDM Smith is seeking a Lead Finance Operations Specialist to lead financial planning and analysis projects. The ideal candidate will have at least 8 years of relevant experience, a Bachelor's degree, and proficiency in tools like Oracle R12 and MS Excel. The role involves...Remote job- A financial services company in San Antonio, Texas is seeking a Financial Planning & Analysis Manager to oversee financial projections and serve as a strategic partner to leadership. The ideal candidate will have a bachelor's degree in finance or accounting and over 5 years...
$125k - $150k
...CFO, CEO, and VP of Finance Opportunity to elevate internal financial processes and drive next-level reporting sophistication Work... ...You Will Do Own financial modeling, forecasting, and scenario analysis in support of strategy and executive decision making Develop,...- ...Chief Financial Officer (CFO) About the Company Fast-growing financial technology (FinTech) company Industry Financial Services Type Privately Held About the Role The Company is in search of a strategic and hands-on Chief Financial Officer (CFO)...Remote work
- ...Chief Financial Officer (CFO) About the Company Lead transformative financial and operational strategies for a high-growth organization... ...collaboration with executive leaders to oversee financial planning, reporting, compliance, and risk management, ensuring the...
- ...finance professional in San Antonio, TX, to take ownership of financial modeling and forecasting. The role involves collaborating with... ...experience is required. Key skills include expert-level Excel and data analysis, with a preference for candidates with experience in oil & gas...
- ...Partner, Head of AI and Strategy About the Company Expanding global advisory firm Industry Management Consulting Type Privately Held About the Role The Company is seeking a Partner - Head of AI and Strategy to lead the expansion of its US AI and...
- ...experienced CFO / Controller to lead all financial and accounting operations. This is a... ...Budgeting, forecasting, and profitability analysis. Manage operational cost controls and... ...performance. Support ownership with strategic planning and business growth initiatives. Work...Contract workLocal areaRelocation
- ...Controller to help lead our accounting operations, strengthen our control environment, and scale processes to support a rapidly growing financial services business. This role will oversee core accounting functions, drive operational excellence, and partner cross-functionally...Full timeRemote work
- EY is seeking a Financial Planning and Analytics (FP&A) Manager based in San Antonio, Texas, to lead complex projects and engage with clients. You will manage project delivery, focus on quality and risk management, and enhance financial processes. Ideal candidates will...
- A sports and entertainment organization based in San Antonio, Texas is seeking a Director responsible for executing a robust digital content strategy. The ideal candidate will have over 8 years of experience in digital media with proven leadership in content creation across...
- ...care delivery, practice operations, and financial performance. We are building a high-performance... ...reporting packages with variance analysis for CFO and leadership Coordinate all... ...automation within NetSuite Budgeting & Planning Support Partner with the CFO on...Temporary work
- ...Role: Financial Controller Type: Full-time Location: San Antonio, TX -... ...Manage budgeting, forecasting, and cash flow planning. Develop and maintain internal... ...government agencies. Provide financial analysis to support pricing, proposals, and...Full timeContract workLocal area
- ...Controller is responsible for managing the financial operations of the organization, ensuring... ..., accounts payable, and financial analysis. They will be proficient in using accounting... ...to ensure effective financial planning and management Developing and managing...Work at officeLocal area
$75k - $94k
...that underpin our compensation programs. You will own the operational framework of the end-to-end commission process, from annual planning to monthly reporting, ensuring accuracy, timeliness, and scalability by partnering closely with key stakeholders. Key Responsibilities...Work experience placementRemote workFlexible hours$99k - $266k
...Requirements: Up to 20% A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide... ...taxes into a business advantage by aligning their state tax plan with the business strategy. You'll focus on issues related to...Full timeH1bLocal area
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