What are the responsibilities and job description for the Director of Financial Planning and Analysis position at StevenDouglas?
Local candidates only.
StevenDouglas has been retained by our private equity client to identify a Director of FP&A for $30M tech-enabled distribution services business. The Director of FP&A will have significant exposure to and influence on senior leadership and private equity investors.
We are looking for someone with the analytical horsepower to dig in, understand a business, and build out analytics. You will develop and monitor thoughtful financial analyses and key performance indicators to provide timely insights into trends, profitability, and growth drivers.
Reporting to the CFO, this visible position will play a lead role in the development of monthly financial reporting packages, the annual budget planning process, and sales forecasting. You will develop and present materials for the Board of Directors and other executive leadership meetings.
The ideal candidate will have 8 years of experience and an understanding of finance functions, including financial planning and analysis, financial reporting, accounting, processes, risks, and controls.
Requirements include working in a private equity-backed, growth company environment and FP&A experience working with a large number of products and locations.
Pluses include:
- M&A experience (financial analysis, due diligence, and integration)
- Experience working with a BI platform (ideally Power BI using a native query) along with an understanding of data modeling and knowledge of how to establish/systemize the process of tracking KPIs leveraging business intelligence is a plus
- Manufacturing or Distribution industry experience
If you are excited for the unique opportunity to lead an FP&A playbook and drive change with a high growth private-equity backed organization, you will excel in this role.
