Director of Financial Planning & Analysis; FP&A

Position Summary

Heritage Landscape Supply Group is seeking a strategic, results‑driven Director of Financial Planning & Analysis (FP&A) to lead enterprise‑wide planning, forecasting, performance management, and decision support. This role is a key partner to executive and operational leadership, providing financial insights, scenario analysis, and strategic guidance to drive growth, profitability, and long‑term value creation.

• Strategic Financial Leadership – Lead the annual operating plan, long‑range planning, budgeting, and rolling forecast processes across the business. Partner with executive and operational leaders to translate strategy into measurable financial objectives and performance targets.
• Develop financial models, scenario analyses, and business cases to support strategic decision‑making, investments, and growth initiatives. Provide actionable insights related to revenue growth, profitability, capital allocation, operational efficiency, and emerging opportunities and risks.
• Support strategic initiatives, including mergers and acquisitions, through financial analysis, due diligence, valuation, and post‑acquisition performance assessment.
• Executive Partnership & Performance Management – Serve as a trusted advisor to senior leadership, delivering executive‑level reporting, presentations, and financial analyses. Develop and monitor key performance indicators (KPIs) aligned with organizational goals and value creation objectives.
• Drive financial transparency, enhanced reporting, analytics, and performance measurement. Identify trends, risks, and opportunities, recommending actions to improve business results and accountability.
• Team Leadership & Development – Lead, coach, and develop a high‑performing FP&A team while fostering a culture of analytical excellence, accountability, continuous improvement, and business partnership.
• Process Improvement & Finance Transformation – Enhance forecasting accuracy, reporting effectiveness, and decision‑support capabilities through process optimization, automation, and evolution of financial planning systems and data governance practices.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 10+ years of progressive experience in FP&A, corporate finance, investment banking, consulting, or related disciplines.
• 5+ years of leadership experience managing teams within a complex, multi‑entity organization.
• Advanced financial modeling, forecasting, budgeting, and scenario‑planning expertise.
• Strong understanding of financial statements, cash flow, ROIC, and value creation metrics.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Experience working with ERP systems and business intelligence tools (e.g., Adaptive Planning, Power BI, Tableau).
• Demonstrated success partnering with executive leadership and operational stakeholders to drive business performance.

• MBA, CPA, CFA, or other advanced financial credentials.
• Experience in wholesale distribution or similar multi‑location operating environments, including branch‑based or decentralized P&L structures.
• Strong background partnering with operations leaders, sales leaders, and field management teams.
• Experience supporting acquisitions, integrations, and growth‑oriented organizations.
• Proven ability to improve forecast accuracy, reporting quality, and financial visibility across multiple business units.

Direct Manager/Direct Reports

Reports to:

President, Heritage Family of Companies
Direct Reports: FP&A Managers and/or Analysts

• Competitive weekly/bi‑weekly pay with discretionary bonuses.
• 401(k) with company match.
• Employee Stock Purchase Plan.
• Paid time off (vacation, sick, volunteer, holidays, birthday, floating).
• Medical, dental, and vision coverage.
• Flexible spending accounts and optional long‑term disability insurance.
• Company‑paid life and short‑term disability insurance.
• Travel allowance up to 30% of time.

This role is based at our Field Support Center and works closely with executive leadership, operational leaders, and business partners across the organization. Regular in‑office presence is expected to support…