Director of Financial Planning and Analysis

Job Description

Build the function. Shape the decisions.

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Carolina PRG has partnered with an established, locally headquartered business who is seeking a Director of FP&A to create the planning tools, financial insights, and processes that will guide its next chapter. Reporting directly to the CFO, you’ll join a stable company with an entrepreneurial approach and significant opportunity to influence how the business plans, measures performance, and invests. This is a hands-on leadership position for someone who enjoys building models, working through operational details, and turning analysis into practical recommendations. You’ll help move the organization beyond monthly targets toward a more comprehensive budgeting, forecasting, and strategic planning framework.

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Your priorities

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• Establish an annual budget process and rolling forecasts that connect departmental plans to company objectives.
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• Develop financial models that explain business performance, test assumptions, and evaluate investment opportunities.
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• Strengthen visibility into job costs, project profitability, revenue drivers, margins, and customer economics.
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• Create clear monthly reporting that highlights results, variances, emerging risks, and recommended actions.
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• Partner with operational and department leaders to improve planning, accountability, and financial decision-making.
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• Improve the quality and efficiency of reporting through better systems, business intelligence, automation, and analytics.
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• Coach and develop a Senior Financial Analyst while remaining directly involved in the work.
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The experience you’ll bring

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You’ve owned budgeting and forecasting processes, built financial models from scratch, and helped business leaders understand what the numbers mean—and what to do next.

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Your background should include:

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• 7+ years of progressive experience in FP&A, corporate finance, or a related analytical discipline.
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• Experience managing or mentoring analytical talent.
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• Advanced Excel skills and familiarity with ERP, financial reporting, or planning systems.
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• A bachelor’s degree in finance, accounting, business, data analytics, or a related field.
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• Strong communication skills and the ability to work effectively with both executives and operational teams.
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• Experience with recurring revenue, construction, infrastructure, or other environments involving job costing would be especially valuable.
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• An MBA, CPA, CFA, or experience with Power BI, Tableau, SQL, or finance automation tools is a plus.
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