Director of Financial Planning & Analysis

Bbg•Dallas, TX

1d•Onsite

About The Position

This role is for a Director of Financial Planning & Analysis in a PE-backed company, operating in a fast-paced, small-team setting. The position reports directly to the Chief Financial Officer and is a highly visible role with direct exposure to executive leadership. The Director will be a key contributor to strategic initiatives and value creation, gaining insight into multiple functions of the business. The company offers competitive compensation and benefits, a good company culture, and a casual work environment.

Requirements

Bachelor’s degree in accounting, finance, economics or related field from a top university.
8-12 years of progressive experience in FP&A, corporate finance, or transaction advisory services, including experience leading work and/or managing others.
Proven track record as a strategic business partner to senior leadership.
Executive presence with the ability to influence and constructively challenge senior leaders.
Excellent communication, written and verbal, and analytical skills.
Skilled at translating complex financial and operational data into concise takeaways and actionable recommendations.
Highly curious and a strategic thinker.
Superior attention to detail.
Strong organizational skills and the ability to manage multiple priorities.
Resourceful self-starter who operates with minimal direction.
Mature and professional with a strong work ethic.
Highly proficient in Microsoft Office Suite of products (Excel, PowerPoint, Word).

Nice To Haves

Prior experience working in a PE-backed environment and/or professional services firm.
Prior experience building or scaling an FP&A function.
CPA, CFA, and/or MBA.
Proficient with BI tools (e.g. PowerBI, Tableau).
Experience leveraging AI tools to drive process efficiencies.

Responsibilities

Own the multi-year operating model and connect the financial plan to the Company’s strategy, growth targets, and key assumptions, then translate that into the annual budget.
Lead the annual budgeting process end-to-end, partnering with functional leaders and directing the build of the underlying three-statement model.
Identify the operational levers that actually move results and turn analysis into specific, quantified recommendations for the leadership team.
Frame scenario and sensitivity analyses to evaluate strategic options (headcount, utilization, etc.) and quantify trade-offs so leadership can make informed decisions.
Evaluate where to deploy resources, assessing ROI and tracking progress of strategic initiatives against the value-creation plan.
Serve as an embedded finance partner to service-line/divisional leaders, translating results into operational actions and helping leaders own their P&Ls and hit targets.
Partner with operating and functional leaders to translate strategy into financial targets, challenge assumptions with an objective lens, and drive accountability to outcomes.
Lead financial analysis supporting service line launches, strategic hires, strategic planning (i.e. workforce, capacity and compensation planning), and other growth initiatives.
Define reporting and dashboard requirements with functional leaders to ensure the business has the insights it needs to manage performance.
Own monthly and quarterly reporting, shaping the narrative and insights that leadership acts on.
Own the preparation materials for quarterly Board meetings and senior leadership presentations, including the storyline, key messages, and overall quality.
Track and interpret key performance indicators (KPIs), surfacing trends and risks proactively.
Ensure accuracy, clarity, and timeliness across all of the function’s deliverables.
Build out and continuously improve BBG’s FP&A function, establishing processes, standards, and reporting.
Manage, mentor, and develop the junior FP&A staff, setting priorities and reviewing work product.