Director of Financial Planning and Analysis

A rapidly growing, private equity-backed industrial distribution company is seeking a Director of FP&A to partner directly with the CFO and executive leadership team. This is a highly visible role focused on building scalable financial infrastructure, driving strategic decision-making, and supporting the organization’s next phase of growth and acquisition integration.

The company operates a complex, multi-site distribution and operations network serving diversified industrial end markets across North America.

Why This Opportunity

• High-impact role reporting directly to the CFO
• Significant exposure to executive leadership and private equity sponsors
• Opportunity to build and modernize FP&A infrastructure
• Lead implementation and optimization of financial reporting / EPM tools
• Influence operational, commercial, and strategic decisions across the business
• Strong growth trajectory with acquisition activity and operational expansion

Key Responsibilities

Planning, Forecasting & Reporting

• Lead the annual budget, rolling forecasts, and long-range planning processes
• Develop driver-based financial models tied to revenue, margin, and EBITDA performance
• Build and maintain 13-week cash flow forecasting and long-term liquidity models
• Prepare monthly management and board reporting packages, including KPI dashboards, variance analysis, and executive commentary
• Partner cross-functionally with operations, sales, supply chain, and functional leadership teams to support business decisions

Financial Systems & Reporting Automation

• Serve as the business owner for the company’s FP&A / EPM platform
• Partner with IT and accounting leadership to improve reporting automation and data integrity
• Develop scalable dashboards, consolidated reporting, and self-service analytics tools
• Support ERP and reporting system integrations related to acquisitions and operational growth
• Help establish a single source of financial truth across the organization

Operational Finance & Margin Analytics

• Develop customer, product, and SKU-level profitability analysis
• Analyze margin performance, pricing dynamics, freight, labor, and operational cost drivers
• Support working capital optimization initiatives across inventory, receivables, and payables
• Build financial models and ROI analyses for capital investments and operational initiatives
• Assist leadership in identifying opportunities for efficiency improvements and margin enhancement

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 7+ years of progressive FP&A, corporate finance, transaction advisory, or investment banking experience
• Experience within manufacturing, industrial, distribution, chemicals, logistics, or related sectors strongly preferred
• Prior experience in a private equity-backed environment is a plus
• Strong financial modeling and analytical capabilities
• Hands-on experience with modern FP&A/EPM tools such as Adaptive Planning, Anaplan, OneStream, Vena, Planful, Prophix, or similar
• Experience with ERP systems including SAP, NetSuite, Dynamics, Oracle, or comparable platforms
• Proficiency with Power BI, Tableau, or similar BI/reporting tools preferred
• Strong communication and executive presentation skills
• CPA, MBA, CFA, CMA, or FP&A certification preferred but not required

Ideal Candidate Profile