Sr Director, Finance and FP&A

Overview

Location:

Hybrid I preferred in Dallas, TX or Atlanta, GA

The 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.

This position is intended to operate at a VP-caliber leadership level, with responsibility not only for leading the FP&A function, but also for managing and developing a small finance team. The ideal candidate is both 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.

This individual will serve as 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 off-sites, and business-related events will be required.

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

• Own the monthly reporting package (PowerPoint and Excel). Analysts reporting to you will do the heavy lifting, but you will manage the process, be accountable for accuracy, and answer any questions from the CFO, other executives, or the board. Own ad-hoc financial analysis requested by executives or the board, such as historical cash flow analysis, cash flow forecasting, building a process to track revenues 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 the development of scalable financial processes, reporting tools, and forecasting models.
• Partner with department leaders to manage budgets and improve financial accountability.
• Prepare a "data cube", with as much automation as possible, in preparation for an eventual transaction.

• 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 the financial evaluation of new business initiatives, vendor contracts, and operational investments.
• Ensure compliance with financial policies, internal controls, and regulatory requirements.

• 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.

• Lead, mentor, and develop members of the finance team, including direct management responsibilities for at least two high-performing financial analysts.
• Provide…