Director, Financial Planning & Analysis (FP&A)

Position Overview
Crestline is seeking a highly motivated and experienced Director of Financial Planning & Analysis (FP&A) to lead the firm’s financial planning function. This individual will play a key role in shaping the financial strategy and performance management of a complex portfolio of credit-focused investments. The ideal candidate is a hands-on leader with deep expertise in Anaplan, a strong command of financial modeling, and a background in alternative asset management.

This is an exciting opportunity to contribute to the strategic growth of a leading credit-focused investment firm by delivering meaningful insights to senior leadership, driving planning excellence, and enhancing financial infrastructure and reporting capabilities.

Key Responsibilities

• Lead the FP&A function across Crestline’s platform, overseeing budgeting, forecasting, financial modeling, and performance reporting
• Build and maintain robust, dynamic models in Anaplan to support budgeting, scenario analysis, and strategic decision-making
• Deliver actionable insights to the CFO and executive team to support business strategy, capital allocation, and firm-wide initiatives
• Collaborate cross-functionally with investment, accounting, operations, and distribution teams to ensure financial alignment and transparency
• Continuously evaluate and improve financial planning processes, with a focus on automation, efficiency, and scalability
• Manage, mentor, and develop a junior FP&A professional, fostering a high-performance, data-driven culture
• Ensure accuracy and compliance across all financial planning activities in accordance with internal controls and regulatory standards

Qualifications

Required:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CFA is a strong plus
• 8+ years of progressive FP&A experience, preferably within alternative asset management or credit-focused investing
• Deep understanding of financial modeling, forecasting, and budgeting best practices
• Familiarity with credit investment strategies (e.g., private credit, structured credit, portfolio financing)
• Ability to synthesize complex financial data into clear insights and recommendations for senior stakeholders
• Strong communication and leadership skills, with the ability to collaborate across departments and influence outcomes
• High proficiency in Microsoft Excel; experience with financial reporting tools and BI platforms (e.g., Power BI, Tableau) is a plus

Preferred:

• Demonstrated success in leading Anaplan-enabled FP&A transformations
• Experience integrating technology and automation into financial workflows
• Working knowledge of structured finance, portfolio performance metrics, and industry regulations
• Comfort operating in a dynamic, high-growth environment with competing priorities and evolving demands

What We Offer

• Competitive compensation and performance-based bonus structure
• High-impact role within a growing, credit-centric investment firm
• Exposure to senior leadership and cross-functional collaboration
• Professional growth opportunities within a results-oriented, team-first culture
• The chance to shape and modernize the financial planning infrastructure of a leading alternative asset manager