What are the responsibilities and job description for the Director of Financial Planning and Analysis position at Pinnacle Search Partners?
Our client is seeking a dynamic Head of FP&A, a newly created role and Right Hand to the CFO, to bring the FP&A capabilities to the next level. Our client is high growth and highly acquisitive, services firm headquartered in the greater Los Angeles area. The ideal candidate is a builder & creator who has strong modeling skills including pro forma forecasting, thrives in fast paced environments, motivates and mentors their team, and has strong M&A diligence and integration experience.
Essential Duties & Responsibilities
Leadership – People & Processes
Lead and mentor a team of financial analysts, ensuring high-quality deliverables and fostering a collaborative and growth-oriented work environment.
Develop and present comprehensive financial models, metrics, and insights to senior leadership, enabling data-driven decision-making. Provide actionable recommendations based on financial performance.
Identify opportunities for process improvements within the FP&A function and collaborate on implementing best practices to increase efficiency and effectiveness.
Reporting, Planning & Analytics
Oversee the preparation of quarterly and annual budgets, forecasts, and financial reports.
Analyze financial performance and perform variance analyses to identify key trends, risks, and opportunities.
Ensure accurate and timely reporting of financial results and provide financial insights to drive performance improvements.
Business Partnering
Provide financial leadership and strategic support to business development initiatives, including financial modeling, due diligence, and evaluation of potential growth opportunities to drive informed decision-making and business expansion.
Partner with department heads, business units, and senior leadership to support financial planning, budgeting, and performance evaluation.
Support senior leadership with special financial analyses, strategic initiatives, and other ad-hoc reporting needs.
Essential Skills & Experience
Bachelor’s degree in Finance, Accounting, Economics, or related field
MBA or professional certification (CFA, CPA, etc.) preferred
Minimum of 7-10 years of experience in financial planning and analysis, with a strong background in budgeting, forecasting, and financial modeling
Minimum of 5 years of experience leading a team of financial analysts and collaborating with senior leadership
Experience in a private equity-backed company is a plus
The position requires the following skills and abilities :
Advanced proficiency in financial modeling, data analysis, and reporting tools (e.g., Excel, MS Business Solutions, Solver, Power BI, and other financial software)
Experience with M&A, strategic planning, and corporate finance in a fast-paced, growth-oriented environment
Exceptional analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights
Excellent communication and presentation skills, with the ability to convey financial information to both financial and non-financial stakeholders
Proven track record of mentoring and developing a team
High level of attention to detail and accuracy, with the ability to prioritize and meet deadlines in a fast-paced environment
Strong business acumen and ability to work cross-functionally to drive business objectives
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