Accounting and Finance - Head 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
• CPA, CFA, or MBA is a plus