Create a centralized planning infrastructure for reporting and forecasting.
Prepare financial reporting packages for executive leadership and Board of Directors.
Benefits
Direct hire position with potential for growth and stability.
Opportunity to build and lead a critical financial function.
Access to cross-functional collaboration with various departments.
Engagement with private equity sponsors and high-level stakeholders.
Full Job Description
Title: Vice President / Director, Financial Planning & Analysis (FP&A) Location: Dallas, Austin, Houston, TX (Onsite) Duration: Direct Hire Compensation: Base: $210K-$260K - Bonus: Target 20-30%
Travel: 15% to 20% Work Requirements: Must be authorized to work in the U.S. without sponsorship. Skillset / Experience
Bachelor's degree in Finance, Accounting, Economics, or related field required.
MBA, CPA, or CFA preferred.
12+ years of progressive experience in Financial Planning & Analysis, Corporate Finance, or Strategic Finance.
5+ years leading FP&A teams and owning the enterprise planning function.
Proven success building or significantly scaling an FP&A function, including hiring, process design, and reporting infrastructure.
Deep expertise in budgeting, forecasting, financial modeling, variance analysis, long-range planning, EBITDA analysis, cash flow forecasting, and covenant compliance.
Experience preparing board-level and investor-grade financial reporting and presentations.
Advanced Excel financial modeling skills with experience using ERP systems and BI tools such as Power BI or Tableau.
Strong cross-functional partnership experience with Sales, Operations, HR, Supply Chain, Marketing, and executive leadership.
Experience working within private equity-backed organizations and supporting PE sponsors.
Experience with M&A transactions, integrations, refinancings, and strategic growth initiatives preferred.
Industry experience within distribution, telecommunications, technology, or multi-site service organizations is highly preferred.
Ideal Candidate
Experience balancing strategic FP&A leadership with hands-on execution.
Comfortable working in an environment where processes are still being built and refined.
Resourceful, adaptable, and able to create structure in ambiguity.
Strong communicator who collaborates well across departments and isn't afraid to dive into the details.
Excels in organizations where initiative, ownership, and execution are valued over established processes.
Strong AI mindset and comfortable leveraging AI to improve finance processes.
Someone who can partner closely with the Alignment team and drive cross-functional collaboration.
Collaborative, inquisitive, and willing to get to the root of issues.
Thrives in a scrappy, manual, fast-paced environment.
Enjoys building processes, solving problems, and wearing multiple hats.
Responsibilities
Lead and build the company's enterprise-wide FP&A function.
Own the Annual Operating Plan (AOP), quarterly forecasts, long-range planning, and monthly financial performance analysis.
Develop and maintain integrated financial models covering revenue, margins, EBITDA, cash flow, capital expenditures, and covenant performance.
Create a centralized planning infrastructure and establish a single source of truth for financial reporting and forecasting.
Prepare monthly, quarterly, and annual reporting packages for executive leadership, Board of Directors, and private equity sponsors.
Deliver executive-level variance analysis, financial insights, and strategic recommendations.
Partner closely with the CFO on board reporting, lender reporting, liquidity forecasting, covenant compliance, and financing initiatives.
Provide analytical leadership for pricing strategy, cost optimization, growth investments, M&A evaluations, integrations, and restructuring initiatives.
Build, mentor, and lead an FP&A Manager and FP&A Analyst while establishing best practices and performance standards.
Collaborate cross-functionally with Sales Operations, HR, Marketing, Supply Chain, and regional leadership to align financial strategy with business objectives.
Develop executive dashboards and KPI reporting utilizing Power BI, Tableau, or similar BI platforms.
Drive continuous improvements in reporting automation, data integrity, financial systems, and analytical infrastructure.
