Director of Financial Planning & Analytics

Channel Partners • East Lake-Orient Park, FL

6d • $130,000 - $130,000

About The Position

The Director of Financial Planning & Analysis (FP&A) is a senior finance leader responsible for driving the budgeting, forecasting, and financial modeling across Channel Partners. Reporting directly to the CFO, this individual serves as a strategic partner to the executive leadership team, translating financial data into actionable insights that guide operational decisions, M&A activity, and long-range planning. As Channel Partners continues to scale through organic growth and acquisitions, the Director of FP&A will play a critical role in building scalable financial infrastructure, supporting board-level reporting, and ensuring the organization operates with full financial visibility across its field services portfolio.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CPA strongly preferred
• 8+ years of progressive FP&A experience
• Demonstrated experience supporting executive teams and boards with financial reporting and strategic analysis
• Expert-level financial modeling skills; ability to build and maintain complex, multi-scenario models from scratch
• Experience with ERP systems — Microsoft Business Central or similar mid-market ERP preferred
• Proficiency with FP&A platforms (Datarails, Adaptive Insights, Anaplan, or comparable tools)
• Strong written and verbal communication skills; ability to translate complex financial data into a clear executive narrative
• Experience operating in a multi-entity, multi-vertical business environment

Nice To Haves

• Experience in retail services, field services, workforce deployment, or outsourced business services
• Exposure to M&A due diligence, integration financial planning, or corporate development
• Experience supporting private equity-backed or family office-capitalized businesses
• Familiarity with construction project accounting, client program P&L management, or incentive/bonus modeling in a variable workforce environment

Responsibilities

• Own and manage the company's annual budgeting process, coordinating inputs from all functional leaders and vertical business units
• Maintain and continuously refine rolling 12-month and multi-year financial forecasts, providing updated views to the CFO and CEO on a cadenced basis
• Develop scenario models (base, upside, downside) to stress-test business assumptions and support executive decision-making under uncertainty
• Produce variance analyses comparing actuals to budget and forecast, with clear narrative explanations for key deviations
• Prepare monthly and quarterly management reporting packages for the CFO, CEO, and Board of Directors, including P&L summaries, KPI dashboards, and forward-looking commentary
• Design and maintain board-ready financial presentations that clearly communicate Channel Partners' financial performance, strategic initiatives, and risk posture
• Partner with the CFO to develop materials for investor, lender, and M&A financing audiences — including CP's family office and other capital partners
• Ensure all reporting is production-quality: precise, well-formatted, and audit-ready
• Lead financial due diligence workstreams for acquisition targets, including quality of earnings analysis, revenue and cost normalization, and synergy modeling
• Develop pro forma financial models integrating acquisition targets into CP's consolidated financials
• Support post-acquisition integration planning, including budget realignment, reporting unification, and performance tracking for acquired entities
• Coordinate with General Counsel, the CFO, and external advisors on deal-related financial deliverables and investor presentations
• Own the FP&A technology stack, ensuring systems are fit-for-purpose as Channel Partners scales. Evaluate, implement, and optimize FP&A tools (e.g., Power BI, etc.) that integrate with Microsoft Business Central
• Reduce reliance on manual Excel workflows by building structured, automated financial models and reporting templates across the finance team
• Collaborate with IT and Shared Services to ensure data integrity, clean revenue recognition, and consistent reporting hierarchies across CP's operational systems
• Build and maintain a centralized financial data repository accessible to the CFO and senior leadership for real-time decision-making
• Define team workflows, deadlines, and quality standards for all deliverables, ensuring the finance function operates at an executive-ready standard

Benefits

• Competitive biweekly pay
• Health and wellness benefits plans
• Flexible vacation and holiday policies
• Technology allowance
• 401(k) with employer matching
• Referral bonus
• Tax savings with flexible spending accounts for parking, transit, dependents, and healthcare costs
• Opportunity to work with a growing company that actively rewards and promotes its employees

What This Job Offers

• Job Type: Full-time
• Career Level: Senior