Your Opportunity

Senior Director, Corporate Financial Planning & Analysis

Atlanta, GA (Hybrid)

 

Your Opportunity

 

As the Senior Director, Corporate Financial Planning & Analysis, you will oversee the consolidated financial view of Katapult Holdings (NASDAQ: KPLT), a public company with approximately $4 billion annual revenue across two reportable segments and a capital structure of approximately $2 billion. Reporting to the CFO, you will support the planning, forecasting, financial modeling and reporting process that provide critical insights for the executive leadership team, Company lender groups, and the Board of Directors to make decisions and test compliance.

Katapult Holdings was formed in August 2026 by combining Aaron's®, BrandsMart®, Katapult®, and Community Choice Financial® Family of Brands. Your experience and ability to produce and communicate accurate reporting will be central to the growth of the business and your career.   

What We Offer

Although not an all-inclusive list, below are some of the benefits that may be important to you and your family. **

 

• On-Demand Pay through Dayforce Wallet – request pay you’ve earned between paydays. We’ve found this to be one of the most popular programs with our associates!
• Excellent Career Advancement Opportunities
• Paid time off, including vacation, sick leave, and holidays.
• Sundays off, plus one additional day off during the week. All locations are open six (6) days per week.
• Medical, dental, and vision insurance – select the plan that best suits you and your family.
• Health Savings Account and Flexible Spending Accounts
• 401(k) plan with contribution matching.
• Employee Assistance Program – free access to mental health resources, life coaching, and more for you and your covered family members.
• Employee Purchase Program

What You’ll Do - Essential Duties and Responsibilities

Consolidation and Enterprise Reporting   approximately 30%

• Serve as the Company's authoritative source for consolidated financial information.
• Consolidate actual results, plan and forecast across all business units into a single enterprise and segment view.
• Reconcile the consolidated financial view to the general ledger and to reported results, working with Accounting through the monthly and quarterly close.
• Maintain a common set of definitions, mappings and account groupings so that results are comparable across legacy businesses.
• Deliver variance analysis against plan, forecast and prior year, with written commentary that explains drivers rather than restating results.
• Develop and maintain the enterprise key performance indicator (KPI) framework and reporting.

Planning, Forecasting and Modeling   approximately 25%

• Own the annual operating plan, the rolling forecast and the long-range financial model on a consolidated and segment basis.
• Maintain a single enterprise planning calendar and forecast cadence across all business units.
• Build and maintain driver-based models linking operational assumptions to financial outcomes, including originations, lease and loan portfolio performance, merchandise margin and store economics.
• Develop scenario and sensitivity analysis, including downside cases used for covenant and liquidity planning.
• Partner with segment finance leaders to consolidate business unit submissions and resolve variances to the enterprise view.

Board, Earnings and Executive Presentation   approximately 15%

• Build the financial sections of the quarterly Board and Audit Committee packages, including the narrative and storyline, not only the underlying analysis.
• Prepare monthly and quarterly reporting packages for the executive leadership team.
• Present financial results, forecast, and analysis directly to the executive leadership team and the Board of Directors.
• Support the quarterly earnings cycle in coordination with Accounting, Investor Relations, and Legal, including guidance modeling, earnings release and script support, and preparation of analyst question and answer materials.
• Prepare supporting analysis for investor and external communications.
• Respond to requests from the Chief Financial Officer, the Board, and the executive team, frequently on short timelines.

Liquidity, Covenant and Lender Reporting   approximately 15%

• Forecast liquidity and covenant compliance across the capital structure, providing advance visibility into potential constraints.
• Support lender reporting requirements in coordination with Treasury, including borrowing base, compliance certificate, and monthly servicing reporting.
• Model the financial impact of proposed amendments, refinancings and new facilities.
• Prepare analysis and materials supporting lender, rating agency, and diligence requests.

Decision Support and Analysis   approximately 10%

• Provide the analysis supporting capital allocation, including return on invested capital and prioritization of competing uses of cash.
• Build business cases for growth initiatives, cost reduction programs, real estate decisions, and other significant investments.
• Track integration progress and synergy realization against plan and report results to the executive team.

Team and Process   approximately 5%

• Supervise, coach and develop a small team of analysts, setting objectives and managing performance.
• Establish standards, documentation and controls for consolidation, planning and reporting processes.
• Support the selection and administration of enterprise planning and reporting tools.

What We’re Looking For – Qualifications and Skills

• Minimum six (6) years of progressive finance experience within a public company environment.
• Strong understanding of public company operations, including financial processes, reporting, and business drivers.
• Experience with financial planning and analysis (FP&A), including budgeting, forecasting, and supporting strategic business decisions.
• Advanced technical proficiency in Microsoft Excel, including financial modeling, data analysis and reporting.
• The ability to meet the physical demands for this position, which frequently includes remaining in a stationary position, moving freely inside and occasionally outside of the office, and the operation of mechanical controls, such as a keyboard.