Director of Financial Planning and Analysis

Alliance

$140K — $160K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, Engineering, Computer Science, or related field; MBA or MSF preferred
  • 7+ years of progressive experience in FP&A, investment banking, consulting, or related field
  • Experience in a private equity-backed or high-growth environment preferred
  • Strong financial modeling, analytical, and problem-solving skills
  • Proven ability to influence cross-functional stakeholders and communicate with senior leadership
  • Experience with NetSuite and NetSuite Planning & Budgeting is a plus
  • Experience managing teams and developing talent
  • Advanced proficiency in Excel
  • Advanced proficiency in financial systems and data analysis tools

Responsibilities

  • Lead monthly financial reporting, including flash reports and performance packages
  • Partner with business unit leaders to review results and drive accountability
  • Own the forecasting process, including rolling forecasts and scenario analysis
  • Lead the annual budgeting process across the organization
  • Deliver actionable insights to executive leadership and private equity stakeholders
  • Support ad hoc analysis and strategic initiatives
  • Oversee integration of acquisitions into financial reporting
  • Identify and implement improvements to financial processes and systems
  • Manage, mentor, and develop a team of FP&A professionals

Benefits

  • Medical, Dental, and Vision Insurance
  • Flexible Spending Accounts
  • 401(K) Plan with Competitive Match
  • Continuing Education and Tuition Assistance
  • Employer-Sponsored Disability Benefits
  • Life Insurance
  • Employee Assistance Program (EAP)
  • Paid Time Off (PTO), Paid Holidays, & Bonus Floating Holiday (if hired before July 1st)
  • Profit Sharing or Individual Bonus Programs
  • Referral Program
  • Per Diem & Paid Travel
  • Employee Discount Hub
Full Job Description


Overview

We are seeking a Director of FP&A to lead financial planning and reporting in a fast-paced, private equity-backed environment. This role partners closely with senior leadership to deliver insights that drive decision-making, support growth initiatives, and enhance enterprise value.

Key Responsibilities

  • Lead monthly financial reporting, including flash reports, variance analysis, and performance packages
  • Partner with business unit leaders to review results, identify risks/opportunities, and drive accountability
  • Own the forecasting process, including rolling forecasts and scenario analysis
  • Lead the annual budgeting process across the organization
  • Deliver timely, actionable insights to executive leadership and private equity stakeholders
  • Support ad hoc analysis and strategic initiatives
  • Oversee integration of acquisitions into financial reporting, including transaction-level detail and pro forma consolidation
  • Identify and implement improvements to financial processes, systems, and reporting capabilities
  • Manage, mentor, and develop a team of FP&A professionals


Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, Engineering, Computer Science, or related field; MBA or MSF preferred
  • 7+ years of progressive experience in FP&A, investment banking, consulting, or related field
  • Experience in a private equity-backed or high-growth environment preferred
  • Strong financial modeling, analytical, and problem-solving skills
  • Proven ability to influence cross-functional stakeholders and communicate with senior leadership
  • Experience with NetSuite and NetSuite Planning & Budgeting is a plus
  • Experience managing teams and developing talent
  • Advanced proficiency in Excel
  • Advanced proficiency in financial systems and data analysis tools


Key Benefits Include:

  • Medical, Dental, and Vision Insurance
  • Flexible Spending Accounts
  • 401(K) Plan with Competitive Match
  • Continuing Education and Tuition Assistance
  • Employer-Sponsored Disability Benefits
  • Life Insurance
  • Employee Assistance Program (EAP)
  • Paid Time Off (PTO), Paid Holidays, & Bonus Floating Holiday (if hired before July 1st)
  • Profit Sharing or Individual Bonus Programs
  • Referral Program
  • Per Diem & Paid Travel
  • Employee Discount Hub


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