FP&A Leader

Korn Ferry has partnered with our client on their search for the role,
FP&A Leader.

Company: Private equity-backed business

Reports to: Chief Financial Officer

A private equity-backed business is seeking an FP&A Leader to strengthen its financial planning, forecasting, and decision-support capabilities. The organization is focused on improving financial visibility, supporting operational performance, and building the processes necessary for continued growth.

Reporting directly to the CFO, this individual will partner with executive leadership, operating teams, and ownership. The role offers broad exposure across financial planning, liquidity management, operational analysis, capital allocation, and strategic initiatives, with the opportunity to expand responsibilities over time.

The FP&A Leader will own the company’s forward-looking financial outlook, including annual budgeting, rolling forecasts, long-range planning, integrated financial modeling, and cash flow forecasting.

This is a hands‑on opportunity for a finance professional who can build effective planning processes, translate financial and operational data into actionable recommendations, and develop strong relationships across the organization. Key priorities include improving forecast accuracy, strengthening liquidity visibility, and creating greater accountability for financial performance.

• Lead annual budgeting, rolling forecasting, and long‑range financial planning.
• Develop and maintain integrated three‑statement financial models connecting operating performance, working capital, capital expenditures, and financing requirements.
• Own and enhance short‑term cash flow forecasting, including the 13‑week cash flow forecast.
• Incorporate debt obligations and covenant requirements into financial forecasts and scenario analysis.
• Analyze actual results against budget and forecast, explaining business drivers and identifying risks and opportunities.
• Establish a consistent planning cadence and deliver timely, actionable insights to leadership.

• Partner with Accounting, Operations, Sales, Procurement, and other functional leaders to improve financial visibility and decision‑making.
• Develop a strong understanding of operational and commercial drivers and their impact on profitability and cash flow.
• Work with budget owners to challenge assumptions, evaluate spending, and strengthen accountability.
• Analyze working capital and recommend opportunities to improve cash conversion.
• Support capital expenditure planning and evaluate investment returns, capacity requirements, and resource allocation.
• Communicate complex financial information clearly to financial and non‑financial stakeholders.

• Prepare financial reporting and analysis for the CFO, executive leadership, and private equity ownership.
• Develop performance reporting that highlights trends, key metrics, and areas requiring management attention.
• Support financial due diligence, potential acquisitions, and other strategic initiatives.
• Evaluate growth opportunities and provide scenario modeling to support business decisions.
• Strengthen the quality and consistency of financial information supporting ownership reporting and transaction readiness.

• Assess existing FP&A processes, models, and tools and implement practical improvements.
• Improve the connectivity of financial, operational, and commercial data.
• Enhance the use of financial planning, ERP, and business intelligence platforms.
• Reduce manual reporting and improve the accuracy, efficiency, and scalability of analysis.
• Explore appropriate applications of automation and emerging…