Director of Financial Planning and Analysis

FP&A Director | PE-Backed | High-Growth | North Houston

If you’re an FP&A leader who wants to own the numbers, shape the strategy, and influence executive decisions, this is one of the most impactful roles in the Houston market right now.

We’re partnering with a high-growth, PE-backed company that has tripled in size over the past 6 years and is on track to double again in the next 3.

This is not a back-office FP&A role. You’ll be in the room with the CFO and leadership team, driving the financial narrative and helping the business make faster, better decisions.

• Direct partnership with a highly respected CFO
• Clear path to build and lead the FP&A function
• Business is profitable, scaling, and debt-free
• Real influence across pricing, growth strategy, and capital allocation
• Opportunity to define how FP&A operates in a scaling SaaS environment

This role sits at the intersection of finance, strategy, and operations
.

• Build and scale driver-based forecasting models across revenue, bookings, and cash flow
• Create a SaaS operating model with visibility into retention, expansion, and unit economics
• Elevate management and board reporting from data gathering to decision-driving insights
• Translate operational performance into clear financial narratives
• Lead budgeting, forecasting, and long-range planning
• Partner cross-functionally on headcount planning, pricing, and investment decisions

• Forecasts leadership actually trusts
• Finance evolving from a cost center to a value creator
• Strong alignment between operational metrics and financial outcomes

• 8 to 12+ years in FP&A within SaaS or recurring revenue environments
• Experience in a PE-backed or high-growth company
• Proven ability to build models, reporting, and processes from scratch
• Strong executive presence with ability to tell the story behind the numbers
• Comfortable operating as a true business partner, not just an analyst
• Someone willing to get close to the business (customers, operations, GTM)

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