Director of Financial Planning & Analysis
Integrated Financial Settlements•Austin, TX
•Hybrid
About The Position
We're seeking a strategic and visionary Director of Financial Planning & Analysis to lead enterprise-wide financial planning, forecasting, and performance analysis. In this pivotal role, you'll partner closely with executive leadership to deliver actionable financial insights, drive strategic decision-making, and ensure financial discipline across the organization. You'll own comprehensive financial modeling, lead reforecasting initiatives, oversee liquidity forecasting, and coordinate FP&A excellence across multiple business units. This is an exceptional opportunity to shape financial strategy at a senior level and make a meaningful impact on organizational success.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 10+ years of progressive finance experience, including leadership roles in FP&A or similar strategic finance functions
- Proven expertise in financial modeling, scenario analysis, and forecasting
- Strong experience with liquidity forecasting and cash flow analysis
- Advanced proficiency in financial systems and tools (Excel, ERP systems, FP&A software)
- Exceptional analytical, communication, and executive presentation skills
- Demonstrated ability to influence and partner effectively with senior leadership
Nice To Haves
- MBA or CPA certification
- Experience in multi-unit or portfolio company environments
- Background in commission-based business models
- Exposure to M&A activities and integration planning
- Experience with advanced FP&A software platforms and data analytics tools
Responsibilities
- Own and lead the development, maintenance, and continuous enhancement of comprehensive financial operating models that drive strategic decision-making
- Drive the budgeting and reforecasting process, analyzing business changes, risks, and opportunities to ensure forecasts reflect current operating conditions and market dynamics
- Develop and maintain dynamic financial models to assess scenarios, including historical trend analysis, sensitivity modeling, and forward-looking projections
- Provide actionable insights through variance analysis comparing actual results to budget, forecast, and prior periods, identifying key drivers and trends
- Own the review and oversight of enterprise liquidity forecasting, ensuring accurate near- and long-term cash flow visibility across all business units
- Partner with Treasury and Finance leadership to assess cash needs, evaluate capital allocation strategies, and identify funding requirements
- Identify potential risks and opportunities impacting liquidity and recommend proactive mitigating actions
- Perform NPV, IRR, and ROI analyses to evaluate investments and capital projects
- Build discounted cash flow (DCF) models to assess long-term financial viability and support strategic initiatives
- Oversee financial modeling and accounting implications of commission structures, including: Commission capitalization and amortization accounting, Commission buyback program analysis and financial impact assessment
- Analyze financial impact of commission buyback programs on revenue recognition and profitability
- Design, create, and continuously improve financial exhibits, dashboards, and executive-level reporting packages that tell compelling financial stories
- Deliver clear, concise, and insightful analysis tailored to senior leadership and Board-level audiences
- Establish standardized reporting frameworks to ensure consistency, transparency, and scalability across the organization
- Lead the creation of historical scenario analysis to inform future forecasting assumptions and strategic planning
- Conduct deep-dive analyses into business drivers, identifying key trends and performance indicators that influence organizational strategy
- Support strategic initiatives such as M&A, investment decisions, and operational improvements through data-driven financial analysis
- Coordinate and lead FP&A activities across multiple business units and/or portfolio of companies, ensuring alignment and consistency
- Establish best practices, processes, and governance standards for FP&A across the organization
- Ensure alignment and consistency in financial planning, reporting, and analysis across all entities
- Mentor and develop FP&A team members, fostering a high-performing finance function and building organizational capability
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What This Job Offers
Job Type
Full-time
Career Level
Director
