Director, FP&A

Position Overview

We are seeking a strategic and results-oriented Director, FP&A to lead the financial planning and analysis team reporting to the CFO. This role is responsible for setting FP&A strategy, translating business objectives into actionable financial plans, and providing clear visibility into performance, risks, and opportunities. 

The Director, FP&A leads a high-performing FP&A team and serves as a trusted advisor to the executive team and senior leaders in the business. This role manages a team of eight responsible for revenue and expense planning, robust management reporting in a private equity backed environment, and supporting key organizational priorities with insightful financial analyses. 

Success Profile:  

This role is anchored in our company’s core competencies—these competencies reflect the mindsets and behaviors that define success in this role. We outline how each competency translates into real-world actions and outcomes specific to this role.  

Strategic 

• Owns financial planning by translating company and CFO-level priorities into annual budgets, rolling forecasts, and long-range plans. 
• Partners with executive leaders to evaluate strategic initiatives, investments, and trade-offs through rigorous modeling and scenario analysis. 
• Identifies and tracks key value creation levers—such as growth efficiency, margin expansion, operating leverage, and cost discipline—linking financial plans to long-term enterprise value.  

Results Driven 

• Establishes disciplined planning, forecasting, and performance management cadences that enable effective decision-making. 
• Owns KPI definitions, dashboards, and metric governance, ensuring leaders have consistent, actionable visibility into business performance. 
• Leads monthly budget-to-actual and performance review forums with executive and functional leaders, surfacing risks, opportunities, and required actions. 
• Maintains diligence-ready financial models and reporting to support Private Equity operating reviews, ad hoc investor analysis, and potential transaction or refinancing activity. 
• Leverages financial systems, planning tools, and automation—including AI-enabled forecasting and reporting enhancements—to improve the efficiency, accuracy, and analytical impact of the team. 

Collaborative 

• Serves as a trusted financial advisor to the CFO and senior leadership, proactively identifying performance gaps, risks, and opportunities. 
• Builds strong partnerships with functional leaders to align financial plans with operational goals and shared ownership of outcomes. 
• Leads the preparation and alignment of Board and investor-facing financial materials, ensuring consistency across internal reporting, executive narratives, and external expectations.  

Communicates Effectively 

• Leads, coaches, and develops a high-performing FP&A team through clear expectations, feedback, and accountability. 
• Translates complex financial and operational data into concise, executive-ready insights that inform decisions and action. 
• Establishes clarity and transparency in planning, reporting, and communication across the FP&A team and broader Finance organization.  

Requirements 

• 10+ years of progressive experience in Financial Planning & Analysis, or similar roles, with demonstrated success leading teams and partnering with senior leadership. 
• Excellent communication, judgment, and leadership skills in a fast-paced, high-growth environment. 
• Proven ability to influence executives and drive outcomes through collaboration and credibility. 
• Strong strategic, analytical, and financial modeling capabilities with the ability to translate complexity into actionable insights. 
• Experience with modern FP&A systems and planning tools; Adaptive Planning experience preferred. 
• Experience in SaaS, FinTech, or technology-enabled businesses strongly preferred. 
• Bachelor’s degree in Finance, Accounting, or a related field; MBA or advanced degree preferred.