Vixxo is seeking a full-time Director, Financial Planning & Analysis to join our Scottsdale, AZ or Wichita, KS office.
Position Summary:The Director of Financial Planning & Analysis (FP&A) will lead and transform the FP&A function into a data-driven, AI-enabled capability within a high-volume, operationally complex facility maintenance business. This role is responsible for owning all aspects of financial reporting, budgeting, forecasting, and long-range planning while driving automation, scalability, and actionable insights across the organization. The ideal candidate is a hands-on builder who thrives in an unstructured environment, challenges the status quo, and leverages AI and data to improve decision-making and business performance. This role reports directly to the Chief Financial Officer and will oversee two direct reports.
Key Responsibilities:- Own and drive monthly reporting of consolidated and business unit P&Ls through EBITDA, delivering clear, actionable insights
- Lead monthly finance reviews with senior leadership, providing data-driven analysis on gross margin, cost drivers, and business performance
- Design and implement AI-enabled reporting and forecasting workflows to eliminate manual processes and improve speed and accuracy
- Build scalable, data-driven models to support annual budgeting and quarterly forecasting across business units and operational departments
- Analyze high-volume operational data (job-level, customer-level, and labor costs) to identify margin improvement opportunities
- Develop and maintain long-range financial planning models to support strategic decision-making
- Own financial reporting deliverables for banks, shareholders, and the Board of Directors
- Partner with business unit leaders to drive accountability, challenge assumptions, and improve financial performance
- Identify and implement process improvements that increase efficiency, transparency, and data quality across the finance function
Qualifications:- Minimum of 7 years of progressive FP&A or financial analysis experience
- Bachelor's degree in Finance, Accounting, or related field; MBA preferred
- Experience in organizations of at least $300M in revenue, preferably in service-based or operationally intensive industries
- Demonstrated success building or transforming FP&A processes, not just maintaining them
- Strong experience working with large, complex datasets (ERP systems, operational data, and business intelligence tools)
- Proven ability to influence and partner with senior leaders, including C-suite executives
- Advanced proficiency in Excel and PowerPoint; experience with BI tools (e.g., Power BI, Tableau) strongly preferred
- Hands-on experience with budgeting and forecasting systems (Eg Planful preferred)
- Experience leveraging AI tools (e.g., Claude or similar) to enhance analysis, reporting, and productivity
- Strong understanding of accounting concepts and financial statements
Other Skills:- Relentless curiosity with a bias toward testing and implementing new tools, particularly AI-driven solutions
- Acts with urgency and ownership in a fast-paced, unstructured environment
- Excellent verbal and written communication skills with the ability to translate complex data into clear decisions
- Creative and innovative problem-solving mindset with the ability to challenge existing processes
- High level of accountability and ownership over deliverables and quality of work
- Ability to work independently with minimal oversight while driving cross-functional alignment
- Comfortable pushing business leaders with data-driven insights and recommendations
What Success Looks Like in 90 Days:- Deploy initial AI-enabled workflows that significantly reduce manual effort in monthly reporting and forecasting
- Deliver an improved monthly finance package with clear, actionable insights on gross margin and EBITDA performance
- Establish credibility and strong working relationships with business unit leaders and senior leadership
- Identify and present key margin improvement opportunities based on data-driven analysis
- Build momentum and structure for the FY2027 budgeting and long-range planning process
