Sr Director, Finance and FP&A

Overview

Senior Director, Finance and FP&A is a strategic finance leader responsible for overseeing financial planning and analysis, budgeting, forecasting, reporting, and broader operational finance initiatives across the organization. This role will serve as a key business partner to executive leadership, helping drive financial performance, operational efficiency, and long-term strategic planning.

Position operates at a VP-caliber leadership level, overseeing the FP&A function and managing and developing a small finance team. The candidate must be strategic and hands‑on, with strong executive presence, exceptional communication skills, and the ability to effectively present complex financial information to senior leadership, investors, and the Board of Directors.

Individual is a trusted alternate presenter for Board-level meetings and executive discussions when needed, requiring a polished, articulate, and highly professional communication style. Occasional travel to company offices, team meetings, leadership offsites, and business-related events will be required.

Hybrid preferred in Dallas, TX or Atlanta, GA

Strategic Financial Leadership

• Prepare monthly updated full year forecast (IS, BS, SCF) with input from CFO.
• Own annual budget process (approx. September
  - November) with significant help from CFO; provide strategic financial insights and recommendations to CFO and executive leadership to support business growth and operational decision‑making.
• Monitor and develop key financial and operational metrics, dashboards, and KPIs.
• With CFO, identify financial risks and opportunities and recommend strategies to improve organizational performance and profitability.
• Partner cross‑functionally with Operations, HR, Sales, and other business leaders on initiatives and projects to drive higher revenues and margins in a capital‑efficient way.

Financial Planning & Analysis (FP&A)

• Own monthly reporting package (PowerPoint and Excel); oversee the process, ensure accuracy, and answer questions from CFO, other executives, or board.
• Own ad‑hoc financial analysis requested by executives or the board, including historical cash flow analysis, cash flow forecasting, revenue tracking from AI services, NWC analysis, gross margin analysis, etc.
• Oversee monthly, quarterly, and annual financial reporting and variance analysis.
• Build and maintain sophisticated financial models to support strategic initiatives, investments, and resource planning.
• Analyze financial performance trends and deliver actionable insights to leadership teams.
• Drive development of scalable financial processes, reporting tools, and forecasting models.
• Partner with department leaders to manage budgets and improve financial accountability.
• Prepare “data cube,” with as much automation as possible, in preparation for an eventual transaction.

Operational & Corporate Finance

• Support cash flow management, capital planning, and resource allocation decisions.
• Collaborate with Accounting to ensure accuracy and integrity of financial data and reporting.
• Assist with board reporting, investor materials, and executive presentations as needed.
• Lead financial evaluation of new business initiatives, vendor contracts, and operational investments.
• Ensure compliance with financial policies, internal controls, and regulatory requirements.

Executive & Board Partnership

• Prepare executive‑level presentations, Board materials, and financial reporting packages.
• Serve as an effective and polished presenter in executive and Board meetings when needed.
• Communicate complex financial information clearly and confidently to both financial and non‑financial audiences.
• Support organizational strategy discussions with data‑driven insights and recommendations.

Team Leadership & Cross‑Functional Partnership

• Lead, mentor, and develop members of the finance team, including direct management responsibilities for at least two high‑performing financial analysts.
• Provide ongoing coaching, performance management, annual reviews, and professional development support to build a high‑performing and accountable team culture.
• Foster team effectiveness through clear goal‑setting,…