Director of Financial Planning & Analysis

Director of Financial Planning & Analysis (FP&A) - Gilbert, AZ

Overview

The Director of FP&A is a highly visible leadership role with direct exposure to executive management and private-equity deal team. Reporting to the CFO, this individual will lead the FP&A function, delivering financial insights that drive strategic decisions in a fast-paced, evolving environment.

The role requires strong communication skills, independent thinking and a knack for problem solving. Hours may extend beyond normal business hours on occasion, and some infrequent travel may be needed.

This is an in-office role but with some flexibility for occasional remote work.

Key Responsibilities

• Lead the FP&A function, providing strategic financial insights and guidance to executive leadership.
• Oversee preparation of monthly, quarterly, and annual financial reporting packages for management, lenders, and board members.
• Coordinate collection of inputs from various management team members and convert into board-level quality PowerPoint presentations and supporting Excel schedules.
• Manage and improve the 13-week cash forecast process and related inputs.
• Oversee regular lender reporting, including computation of debt covenants.
• Analyze revenues, margins, and related pricing, including support for RFPs and strategic initiatives.
• Lead annual budgeting, ongoing forecasting, and scenario modeling processes.
• Develop and maintain dashboards and reporting tools (Tableau or equivalent) to provide actionable insights.
• Conduct ad-hoc financial analyses and modeling to support strategic decision-making.
• Mentor and manage junior financial analysts, fostering a culture of accuracy, collaboration, and continuous improvement.

Requirements / Key Skills

• 5+ years of progressive financial planning and analysis experience, ideally in a private-equity portfolio company or similar environment.
• Degree in Finance, Accounting, or related field; MBA a plus.
• Strong understanding of accounting concepts and terminology (financial statement structures, GAAP, accrual accounting concepts, etc.).
• Expert-level Excel skills required; experience with dashboards (Power BI, Tableau, etc.).
• Hands-on experience extracting and manipulating data from various systems (SQL, ERP, etc.).
• Experience with buy- and/or sell-side M&A a plus.
• Extensive experience with annual budgeting, forecasting, and presentation of financial insights to executive leadership and Boards.
• Strong interpersonal skills and comfort engaging directly with executive management and private equity deal team members.
• Well-organized, resourceful, curious, dependable, and detail-oriented.
• Accuracy is paramount - must be able to self-audit work product and ensure correctness.
• Self-starter with ability to prioritize tasks and manage deadlines effectively.