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Vice President of Financial Planning Analysis

Job in Dallas, Dallas County, Texas, 75215, USA
Listing for: Finatal
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
    Corporate Finance, Financial Manager, Financial Consultant, Financial Analyst
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below

We are partnered with a private equity–backed, global business providing mission‑critical communications, security, and data infrastructure to enterprise clients as they look to hire a newly created strategic finance lead position.

The ~$400m revenue organization, partners with the international blue‑chip customers and is now undergoing a meaningful finance transformation following a recent acquisition by a leading technology‑focused private equity sponsor.

The company is seeking a high‑calibre finance athlete to step into a newly created, highly strategic role operating at the centre of sponsor activity. Reporting directly to the CFO, you would partner closely with the PE sponsor, lenders, and executive leadership — driving advanced financial analysis, supporting transaction activity, and helping shape the value‑creation agenda as the business modernizes its systems, reporting, and processes.

This is a mandate that extends well beyond traditional planning and reporting. It is ideally suited to an intellectually curious finance athlete looking to transition from advisory or investing into a true operating environment where their work will directly influence strategy and enterprise value.

The Role

This role will serve as a senior analytical finance resource responsible for owning the company’s forward‑looking financial framework and supporting critical strategic initiatives. This individual will operate as a key thought partner to leadership, translating operational strategy into financial outcomes and ensuring the business maintains sponsor‑grade rigor across planning, reporting, and analysis.

Core Responsibilities
  • Own and maintain the integrated operating and financial model, including budget, forecast, and long‑range planning.
  • Ensure accuracy and consistency across key metrics such as operating drivers, EBITDA, cash flow, leverage, and covenant performance.
  • Establish a single source of truth for forward‑looking financial analysis.
  • Lead preparation of monthly and quarterly lender and investor reporting packages.
  • Support covenant calculations, liquidity forecasting, variance analysis, and ad‑hoc financing requests.
  • Partner with the CFO to develop board‑level materials highlighting performance, outlook, and key risks/opportunities.
Strategic & Operational Finance Support
  • Provide analytical leadership across major operational initiatives, including pricing strategy, cost optimization, growth investments, restructuring, and integration efforts.
  • Evaluate ROI, downside/upside scenarios, and execution trade‑offs for senior leadership and the Board.
  • Collaborate with functional leaders to translate business initiatives into measurable financial outcomes.
Sponsor & Transaction Support
  • Act as a day‑to‑day analytical interface with the private equity sponsor.
  • Support M&A, divestitures, financings, refinancings, and other strategic transactions.
  • Assist in preparing diligence materials, transaction models, and data rooms.
Requirements
  • 3–5+ years of experience within investment banking, private equity, or a similarly rigorous analytical environment.
  • Exceptional financial modelling, analytical, and presentation capabilities.
  • Strong commercial instincts with the ability to connect operational performance to financial outcomes.
  • Comfortable operating independently within a high‑expectation, PE‑backed environment.
  • Motivated by ownership, visibility, and the opportunity to influence enterprise value creation.
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