Director of Financial Planning & Analysis

Location: Austin, Texas 78701

Work Arrangement: Hybrid

We're seeking a strategic financial leader to drive enterprise-wide financial planning, forecasting, and performance analysis. As Director of FP&A, you'll be the analytical backbone of our organization, partnering closely with executive leadership to deliver actionable insights that shape business decisions. This is your opportunity to own comprehensive financial modeling, lead reforecasting processes, oversee liquidity forecasting, and coordinate FP&A excellence across multiple business units.

If you thrive on translating complex financial data into clear strategic narratives, this role is designed for you.

• Own and lead the development, maintenance, and enhancement of comprehensive financial operating models that drive strategic decision-making
• Drive the budgeting and reforecasting process, analyzing business changes, risks, and opportunities to ensure forecasts reflect current operating conditions
• Develop and maintain dynamic models to assess financial scenarios, including historical trend analysis, sensitivity modeling, and forward-looking projections
• Provide actionable insights through variance analysis comparing actual results to budget, forecast, and prior periods

• Own the review and oversight of enterprise liquidity forecasting, ensuring accurate near- and long-term cash flow visibility
• Partner with Accounting and Finance leadership to assess cash needs, capital allocation strategies, and funding requirements
• Identify potential risks and opportunities impacting liquidity and recommend mitigating actions

• Perform NPV, IRR, and ROI analyses to evaluate investments and support capital allocation decisions
• Build discounted cash flow (DCF) models to assess long-term financial viability and support strategic initiatives

• Oversee financial modeling and accounting implications of commission structures, including:
  • Commission capitalization and amortization strategies
  • Commission buyback program analysis and impact assessment
• Analyze financial impact of commission buyback programs on revenue recognition and profitability

• Design, create, and continuously improve financial exhibits, dashboards, and executive-level reporting packages
• Deliver clear, concise, and insightful analysis tailored to senior leadership and Board-level audiences
• Establish standardized reporting frameworks to ensure consistency, transparency, and scalability across the organization

• Lead the creation of historical scenario analysis to inform future forecasting assumptions
• Conduct deep-dive analyses into business drivers, identifying key trends and performance indicators
• Support strategic initiatives such as M&A, investment decisions, and operational improvements through data-driven financial analysis

• Coordinate and lead FP&A activities across multiple business units and/or portfolio of companies
• Ensure recurring reporting deadlines are consistently and accurately met for delivery to executive team and private equity ownership
• Establish best practices, processes, and governance standards for FP&A across the organization
• Ensure alignment and consistency in financial planning, reporting, and analysis across all entities
• Mentor and develop FP&A team members, fostering a high-performing finance function

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 10+ years of progressive finance experience, including leadership roles in FP&A
• Proven expertise in financial modeling, scenario analysis, and forecasting
• Strong experience with liquidity forecasting and cash flow analysis
• Advanced proficiency in financial systems and tools (e.g., Excel, ERP systems, FP&A software)
• Exceptional analytical, communication, and executive presentation skills
• Demonstrated ability to influence and partner with senior leadership

• MBA or CPA certification
• Experien…