Director of Financial Planning and Analysis

Director of Financial Planning and Analysis

Our client is seeking a dynamic Head of FP&A, Right Hand to the CFO, to bring the FP&A capabilities to the next level. Our client is a high growth and highly acquisitive, services firm headquartered in the greater Los Angeles area. The ideal candidate is a builder & creator who has strong modeling skills including pro forma forecasting, thrives in fast paced environments, motivates and mentors their team, and has strong M&A diligence and integration experience.

• Lead and mentor a team of financial analysts, ensuring high-quality deliverables and fostering a collaborative and growth-oriented work environment.
• Develop and present comprehensive financial models, metrics, and insights to senior leadership, enabling data-driven decision-making. Provide actionable recommendations based on financial performance.
• Identify opportunities for process improvements within the FP&A function and collaborate on implementing best practices to increase efficiency and effectiveness.

• Oversee the preparation of quarterly and annual budgets, forecasts, and financial reports.
• Analyze financial performance and perform variance analyses to identify key trends, risks, and opportunities.
• Ensure accurate and timely reporting of financial results and provide financial insights to drive performance improvements.

• Provide financial leadership and strategic support to business development initiatives, including financial modeling, due diligence, and evaluation of potential growth opportunities to drive informed decision-making and business expansion.
• Partner with department heads, business units, and senior leadership to support financial planning, budgeting, and performance evaluation.
• Support senior leadership with special financial analyses, strategic initiatives, and other ad-hoc reporting needs.
• Bachelor’s degree in Finance, Accounting, Economics, or related field
• MBA or professional certification (CFA, CPA, etc.) preferred
• Minimum of 7-10 years of experience in financial planning and analysis, with a strong background in budgeting, forecasting, and financial modeling
• Minimum of 5 years of experience leading a team of financial analysts and collaborating with senior leadership
• Experience in a private equity-backed company is a plus

• Advanced proficiency in financial modeling, data analysis, and reporting tools (e.g., Excel, MS Business Solutions, Solver, Power BI, and other financial software)
• Experience with M&A, strategic planning, and corporate finance in a fast-paced, growth-oriented environment
• Exceptional analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights
• Excellent communication and presentation skills, with the ability to convey financial information to both financial and non-financial stakeholders
• Proven track record of mentoring and developing a team
• High level of attention to detail and accuracy, with the ability to prioritize and meet deadlines in a fast-paced environment
• Strong business acumen and ability to work cross-functionally to drive business objectives

• Executive

• Full-time

• Finance and Strategy/Planning

• Business Consulting and Services
• Financial Services