Director, Financial Planning & Analysis

Nichols Cauley•Kennesaw, GA

1d•Hybrid

About The Position

Join Nichols Cauley and become part of a team committed to helping clients—and our people—Manage. Protect. Grow. Nichols Cauley does not accept unsolicited resumes, candidate referrals, or applicant submissions from staffing agencies, recruiting firms, sourcing providers, or other third-party services. Any candidate information submitted without a valid, executed agreement between Nichols Cauley and the submitting party will be considered unsolicited and will become the property of Nichols Cauley. No fees, commissions, or other charges will be owed for such submissions. For agencies with an active agreement in place, candidates may only be submitted for positions that have been specifically authorized by Nichols Cauley for external recruiting support. Any submissions made for unauthorized, unapproved, or closed positions will be considered unsolicited and will not be eligible for fees. Talent Acquisition is the exclusive point of contact for all third-party recruiting activities. Agencies and recruiters who contact employees, partners, or other representatives of Nichols Cauley without the knowledge and approval of Talent Acquisition may be subject to termination of their agreement and removal from consideration for future business. Equal Opportunity Employer

Requirements

Strategic Thinking
Financial Acumen
Executive Presence
Board & Investor Communication
Lender & Covenant Compliance
KPI Reporting
Organizational Leadership
Change Management
Acquisition Modeling
Capital Allocation

Nice To Haves

MBA, CPA, or CFA
deep ERP and planning-system expertise (NetSuite, Planful, Prophix, Adaptive, Workday Adaptive Planning, or similar)
significant prior experience in a PE-backed, roll-up, or platform company strongly preferred, including direct exposure to sponsor/board reporting, lender/credit agreement compliance reporting and multi-entity consolidation from serial acquisitions.
Professional services or accounting-industry experience is a plus.

Responsibilities

Own the enterprise-wide annual budgeting process, rolling forecasts, and long-range strategic/capital plan across all business lines and legal entities
Direct the design and governance of financial models supporting M&A diligence, acquisition economics, synergy analysis, purchase price allocation, and post-close integration
Set the standard for actuals-vs-plan analysis enterprise-wide; translate variance into strategic recommendations for the CEO and CFO, not just line-item explanations
Partner with the CEO and CFO on capital allocation decisions, including organic investment vs. acquisition trade-offs
Own financial reporting to investors, including recurring value-creation-thesis materials and ad hoc requests from the PE sponsor
Ensure timely and accurate reporting to lenders in accordance with the credit agreement's compliance calendar, including covenant reporting, financial statement delivery, and compliance certificates
Direct preparation of recurring value-creation-thesis reporting, including but not limited to: 13-week cash flow forecast, Leverage ratio calculation and covenant cushion analysis, Revenue and pro forma adjusted EBITDA performance against thesis, including add-back/adjustment governance, Working capital / cash conversion metrics
Own the monthly and quarterly executive/board reporting package: consolidated financials, KPI dashboards, and cross-business-line variance analysis
Build board- and investment-committee-level materials communicating performance, risk, and strategic priorities
Serve as the executive point of contact for ad hoc PE stakeholder requests, ensuring rapid, accurate turnaround under time pressure
Develop and maintain the structure and standards for KPI reporting at both the corporate and entity levels, defining the metrics used to track consolidated platform and business line performance
Maintain and evolve the KPI reporting framework as new entities are acquired and integrated onto the platform
Act as a trusted strategic advisor to the CEO, CFO, and entity / practice leaders on pricing, resource planning, and segment-level profitability
Represent finance in executive leadership discussions on growth strategy, M&A scenario analysis and pipeline prioritization, and platform integration
Influence enterprise decision-making by translating financial analysis into actionable strategic options for leadership
Build and lead the FP&A function as the platform scales through acquisition, including building and managing a team as necessary
Establish scalable FP&A processes, systems, and governance to support a growing, multi-entity platform
Manage deliverable timelines and quality standards across the FP&A team enterprise-wide