Director of Financial Planning & Analysis

Director of Financial Planning & Analysis (FP&A) - Gilbert, AZ Overview

The Director of FP&A is a highly visible leadership role with direct exposure to executive management and private‑equity deal team. Reporting to the CFO, this individual will lead the FP&A function, delivering financial insights that drive strategic decisions in a fast‑paced, evolving environment.

The role requires strong communication skills, independent thinking and a knack for problem solving. Hours may extend beyond normal business hours on occasion, and some infrequent travel may be needed.

This is an in‑office role but with some flexibility for occasional remote work.

• Lead the FP&A function, providing strategic financial insights and guidance to executive leadership.
• Oversee preparation of monthly, quarterly, and annual financial reporting packages for management, lenders, and board members.
• Coordinate collection of inputs from various management team members and convert into board‑level quality PowerPoint presentations and supporting Excel schedules.
• Manage and improve the 13‑week cash forecast process and related inputs.
• Oversee regular lender reporting, including computation of debt covenants.
• Analyze revenues, margins, and related pricing, including support for RFPs and strategic initiatives.
• Lead annual budgeting, ongoing forecasting, and scenario modeling processes.
• Develop and maintain dashboards and reporting tools (Tableau or equivalent) to provide actionable insights.
• Conduct ad‑hoc financial analyses and modeling to support strategic decision‑making.
• Mentor and manage junior financial analysts, fostering a culture of accuracy, collaboration, and continuous improvement.

• 5+ years of progressive financial planning and analysis experience, ideally in a private‑equity portfolio company or similar environment.
• Degree in Finance, Accounting, or related field; MBA a plus.
• Strong understanding of accounting concepts and terminology (financial statement structures, GAAP, accrual accounting concepts, etc.).
• Expert‑level Excel skills required; experience with dashboards (Power BI, Tableau, etc.).
• Hands‑on experience extracting and manipulating data from various systems (SQL, ERP, etc.).
• Experience with buy‑and‑or‑sell‑side M&A a plus.
• Extensive experience with annual budgeting, forecasting, and presentation of financial insights to executive leadership and Boards.
• Strong interpersonal skills and comfort engaging directly with executive management and private equity deal team members.
• Well‑organized, resourceful, curious, dependable, and detail‑oriented.
• Accuracy is paramount – must be able to self‑audit work product and ensure correctness.
• Self‑starter with ability to prioritize tasks and manage deadlines effectively.