Director of Finance, Forecast & Close

Beyond•Dallas, TX

About The Position

The Director of Finance, Forecast & Close owns the monthly forecast and full-year outlook across all lines of business, including the calendar, templates, assumption review, and consolidation. The role builds a driver-based forecast connecting channel, cost, and SG&A inputs to consolidated revenue, EBITDA, and cash flow, and leads gap-closure exercises when the outlook falls short of plan. The position partners with the Controller and Accounting team on the month-end close calendar, flash results, accruals, and reconciliation of management reporting to GAAP results. It establishes clear handoffs, definitions, and controls between FP&A and Accounting, and supports quarterly reporting and investor-relations materials with Control, Legal, and the FP&A Lead. The Director runs monthly business reviews grounded in KPI and variance analysis, prepares and presents executive-ready materials for the CFO, CEO, and Executive Leadership Team, and proactively surfaces risks and opportunities. The role designs and documents scalable forecast and close processes, works on planning-system and reporting-tool improvements, and leads and develops the Senior Forecast Analyst while coordinating forecast contributors across Finance.

Requirements

10+ years of FP&A experience, including 3+ years owning a forecast and/or monthly close review process at the manager or director level.
Proven track record of building finance processes from the ground up, including calendars, templates, controls, and governance.
Strong working knowledge of accounting and close mechanics, including accruals, reserves, and GAAP versus management reporting, with a history of close partnership with Controllership.
Exceptional written and verbal communication, with demonstrated experience presenting to and advising senior executives.
Advanced financial modeling skills.
Experience with EPM or planning systems, such as Anaplan, Adaptive, OneStream, or Hyperion.
Bachelor’s degree in Finance, Accounting, Economics, or a related field.

Nice To Haves

CPA, or a public accounting or controllership background combined with FP&A.
Public company experience, including earnings preparation and guidance.
Retail or consumer products experience.
Experience in a transformation or high-change environment.

Responsibilities

Own the monthly forecast and full-year outlook across all lines of business, including the calendar, templates, assumption review, and consolidation.
Build a driver-based forecast linking channel, cost, and SG&A inputs to consolidated revenue, EBITDA, and cash flow.
Lead gap-closure and task-back exercises when the outlook falls short of plan; assign owners and track delivery.
Partner with the Controller and Accounting team on the month-end close calendar, flash results, accruals, and reconciliation of management reporting to GAAP results.
Establish clear handoffs, definitions, and controls between FP&A and Accounting.
Support quarterly reporting and investor-relations materials in partnership with Control, Legal, and the FP&A Lead.
Run monthly business reviews using KPI and variance analysis, with the goal of ending in decisions and owned actions.
Prepare and present executive-ready materials for the CFO, CEO, and Executive Leadership Team, with a clear narrative and recommended actions.
Proactively surface risks and opportunities to senior leaders.
Design and document scalable forecast and close processes, automate where possible, and reduce cycle time.
Partner on planning-system and reporting-tool improvements.
Lead and develop the Senior Forecast Analyst and coordinate forecast contributors across Finance.