What are the responsibilities and job description for the Director of Financial Planning and Analysis position at talisman?
Job Title: Director of Financial Planning & Analysis (FP&A)
Location: Charlotte NC (Hybrid), or Fully Remote
Industry: Project Financing / Lending
Overview:
Talisman Advisory Partners have been retained by a leading lender/financer of domestic renewable energy projects to assist them in the recruitment of an experienced FP&A Director. This role suits someone with 8 years of experience in finance – preferably working at a lender/bank, or in credit/consumer loans. This individual needs to have a strong understanding of credit, loans and capital markets – with the ability to bring the numbers to life. Demonstrable success in FP&A is essential.
The Employer:
Our client is a private-equity-backed lending/financing business, specialising in providing financing solutions to domestic renewable energy & energy efficiency projects, to businesses nationwide.
Following a successful 2024, the client seeks a talented and experienced Director of FP&A to join the team. This key role will shape the financial strategy of our business and drive decision-making to support growth objectives, reporting directly to the C-Suite.
Key Responsibilities
Financial Planning & Analysis:
• Develop and manage financial models to support short-term and long-term forecasting, budgeting, pricing and strategic planning.
• Conduct variance analyses to identify key trends, risks, and opportunities.
Strategic Decision Support:
• Collaborate with senior leadership to provide actionable insights for decision-making.
• Partner with cross-functional teams such as capital markets, accounts, credit, treasury and operations to support new business initiatives and assess financial impacts.
Operational Efficiency:
• Streamline financial processes and reporting, leveraging advanced Excel skills to build tools and dashboards.
• Lead continuous improvements in forecasting accuracy and financial reporting.
Team Leadership:
• Manage and mentor FP&A analysts.
• Foster a collaborative, high-performing environment.
Qualifications
Experience:
• 7 years of relevant experience in FP&A, preferably within a lender, bank, or financial services organization.
• Experience working across capital markets, credit, pricing, treasury.
• Demonstrated track record of success in a high-growth or entrepreneurial environment.
Technical Skills:
• Advanced Excel skills, including proficiency with complex formulas, data visualization, and scenario analysis.
• Experience with financial modeling and business intelligence tools (e.g., Tableau, Power BI, or similar).
Education:
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• MBA or CFA designation preferred but not essential.
Attributes:
• Strong analytical and problem-solving skills.
• Exceptional communication and presentation abilities.
• Passion for process improvement.
Compensation:
• Competitive salary (up to $225K bonus).
• Comprehensive benefits, including health insurance, vision, dental, 401K, retirement plans, and paid time off.
• Flexible work arrangements, including remote work opportunities.
• A clear route for career progression within a growing business.
Application Process:
Apply by clicking the link below, and include a copy of your resume for a quick response.
Salary : $225,000
