DescriptionSUMMARYThis is an FP&A-first leadership role and a senior seat on the Finance leadership team, reporting to the VP, Finance & Organizational Excellence. The core mandate is to analyze the business and translate it into insight that informs and improves operations: owning planning, forecasting, the monthly close from an FP&A lens, and the models that drive decisions across a multi-entity, multi-region company. Building on that foundation, the Director supports the company's investor and lender relationships with rigorous analysis and materials, and brings capital-markets, corporate-development, and systems fluency to support the investor board relationship, contemplated transactions and related due diligence, and the finance-transformation roadmap. The Director executes against the strategy and priorities set by the VP, Finance, mentors the FP&A team, and helps scale the function as the company grows.
ESSENTIAL DUTIES AND RESPONSIBILITIES - Lead the annual operating plan; translate company strategy into financial plans, targets, and measurable KPIs.
- Own the recurring forecast and reforecast cycle, scenario and sensitivity analysis, and quarterly guidance.
- Define, track, and report key performance indicators and operating metrics, and partner with leaders to drive accountability and performance improvement.
- Understand and explain business performance, what happened, why, and what it means, and bring proactive insight to functional and operational leaders.
- Lead profitability and margin analysis across product service lines, regions, and customers, identifying trends, risks, and opportunities.
- Serve as a trusted business partner to PSL and department leaders, turning analysis into operational and commercial action.
- Build and maintain three-statement and decision-support models for planning, scenario analysis, and capital allocation.
- Lead capital-investment analysis: build business cases for capital expenditures, including fleet, evaluate returns, and track performance of investments against plan.
- Forecast cash flow, working capital, and liquidity; support management of the revolving credit facility and related covenant tracking and reporting.
- Prepare investor (Board) and lender reporting and materials in support of the investor narrative set by the VP, Finance, and ready leadership for investor and lender Q&A.
- Support the investor/lendor relationships and related inquiries and projects with capital-structure and capital-allocation analysis, modeling, and diligence.
- Support corporate-development and M&A analysis, valuation, and diligence in partnership with the Corporate Development lead.
- Own the monthly and quarterly close from an FP&A lens and the executive reporting package: flux and variance analysis, management narrative, and KPI reporting.
- Support execution of the finance-transformation roadmap (Vena, NetSuite integration, lakehouse reporting) in partnership with the Finance data and ADT functions, and drive automation and continuous improvement of FP&A processes and reporting.
- Mentor and develop FP&A talent, set analytical standards, and help build and scale the function as the company grows.
- Lead ad hoc analyses and special projects for executive leadership.
REQUIRED EDUCATION, QUALIFICATIONS AND EXPERIENCE- Bachelor's in Finance, Accounting, Economics, or a related field.
- 8-12+ years of progressive FP&A / corporate finance experience, including direct team leadership.
- Genuine analytical curiosity and strong business acumen, a habit of interpreting results and telling the story, not just running reports.
- Strong budgeting, forecasting, and variance analysis, with advanced financial modeling, three-statement, and scenario analysis fluency.
- Experience operating across a multi-entity, multi-region business.
- Experience building and presenting executive- and Board-level reporting and KPI frameworks.
- Advanced Excel; proficiency with FP&A and ERP systems.
- Exceptional written and verbal communication, able to explain what the numbers mean to leadership clearly and proactively.
- Investor relations and/or capital-markets experience (earnings, capital allocation, debt or equity transactions).
- MBA or professional certification (CFA, CMA, CPA, or FPAC), preferred.
- Private-equity or sponsor-owned company experience; support of a recapitalization, M&A, or diligence, preferred.
- Chemical, energy, oilfield services, or other capital-intensive / industrial background, preferred.
- Familiarity with cash-flow forecasting and revolving credit facilities, including covenant reporting, preferred.
- FP&A platform or ERP fluency (Vena, NetSuite); Power BI and SQL, preferred.
- Intellectual curiosity about business drivers and a bias to understand the "why."
- Business partnering and the ability to influence operational and commercial decisions.
- Data storytelling and confident executive communication.
- Analytical rigor, accuracy, and attention to detail.
- Capital-markets and capital-structure fluency.
- Process improvement and automation orientation.
- Leadership, mentorship, and cross-functional partnership.
- Ethical judgment and integrity.
PRE-EMPLOYMENT REQUIREMENTS- Must complete and pass all required pre-employment screenings.
This description reflects management's assignment of essential functions, it does not exclude or restrict the tasks that may be assigned or re-assigned. This job description is subject to change at any time.
