Director of Financial Planning and Analysis
Listed on 2026-06-17
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Finance & Banking
Financial Manager, Corporate Finance, Financial Reporting
Director of Financial Planning and Analysis
Category
Finance
Location
Atlanta, Georgia
$210,000 - $230,000
Job Reference
238960
We are seeking a strategic and hands‑on Director of Financial Planning & Analysis (FP&A) to lead the corporate FP&A function at a recently acquired, private equity‑backed portfolio company. This high‑impact role reports directly to the CFO and plays a critical part in shaping the company’s financial strategy through advanced forecasting, budgeting, and Board‑level reporting.
The Director will drive performance insights across the organization, support post‑acquisition integration, and lead the optimization of the One Stream platform for scalable, enterprise‑wide reporting. The ideal candidate brings deep FP&A expertise, a strong operational mindset, and experience thriving in dynamic, growth‑focused environments.
The HQ is based in Atlanta and the ideal candidate will reside in Atlanta or the southeast who can travel occasionally to Atlanta.
Key Responsibilities- Lead the company’s financial planning, budgeting, forecasting, and consolidated reporting processes.
- Develop and deliver high‑quality, Board‑ready reporting packages with detailed financial results, KPIs, and performance analysis.
- Manage and optimize the One Stream platform, ensuring effective integration with systems like Microsoft Dynamics, Power BI, and Net Suite.
- Build and maintain scalable dashboards and analytic tools across financial, operational, pricing, and sales data sets.
- Oversee financial modeling and scenario analysis to inform strategic initiatives, including M&A and organic growth.
- Drive post‑acquisition integration efforts, including pro forma reporting and alignment of financial systems.
- Partner cross‑functionally with business unit leaders to define and implement financial solutions that meet evolving needs.
- Conduct market, industry, and economic analyses to inform executive decision‑making.
- Benchmark financial performance against internal targets and external industry comparables.
- Strong business and financial acumen, ideally gained within a private equity‑backed or high‑growth environment.
- Demonstrated expertise in financial systems and consolidation tools (One Stream preferred).
- Proven ability to develop and manage scalable FP&A processes in complex, fast‑paced settings.
- Excellent analytical and problem‑solving capabilities, with meticulous attention to detail.
- Strong executive presence with the ability to clearly communicate financial insights to senior leadership and Boards.
- High sense of urgency with strong organizational skills and the ability to manage multiple priorities.
- Bachelor’s degree in Finance, Accounting, or a related field (CPA preferred).
- 5–8+ years of progressive experience in FP&A, corporate finance, or related disciplines.
- Direct experience in financial reporting, modeling, and acquisition integration.
- Advanced proficiency in One Stream, Microsoft Dynamics, Power BI, and Net Suite.
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