Director of FP&A

Barbri • Dallas, TX

4d • Hybrid

About The Position

BARBRI, Inc. is seeking an experienced and forward-thinking Director of FP&A to lead our financial planning, forecasting, and internal reporting efforts. Reporting to the SVP of Finance and Accounting, this role will serve as a key business partner across functional and business segments, driving insight, accountability, and performance visibility across the organization. This individual will be responsible for leading the company’s budgeting and forecasting cycles, developing and managing internal and external reporting packages, and designing KPI dashboards and presentations to ensure timely, accurate, and data-driven decision-making. The Director will play a critical role in ensuring we have a "single source of truth " in our financial systems and reporting infrastructure.

Requirements

• Bachelor’s degree in Finance, Accounting, or related field; MBA or relevant advanced degree preferred.
• 5+ years of progressive FP&A, transaction advisory or corporate finance experience; private equity-backed or multi-entity environment preferred.
• Strong financial acumen with demonstrated analytical ability accompanied by extensive knowledge and ability to model the income statement, balance sheet, and cash flow financial statements. SaaS modeling experience preferred.
• Demonstrated success in developing and managing dashboards, KPIs, and performance reporting frameworks.
• Proven experience leading forecasting, budgeting, and management reporting cycles.
• Strong fluency in financial modeling, scenario planning, and business intelligence tools.
• Hands-on experience with Power BI, NetSuite, Adaptive Insights, Salesforce, and other financial systems.
• Advanced Excel skills in addition to experience with PowerPoint and Word.
• Excellent communication and collaboration skills with a track record of partnering across functional teams.
• Ability to approach responsibilities with intellectual curiosity and creativity to analyze the business and assess current/future opportunities and risks.
• Ability to thrive in a dynamic, fast-paced environment with a continuous improvement mindset.

Nice To Haves

• Big 4 or large firm Transaction Advisory Services, private equity, or investment banking background highly preferred.

Responsibilities

• Lead the FP&A team and establish the function as a center of excellence.
• Lead the company’s budgeting, forecasting, and long-range planning processes in close partnership with business unit and functional leaders.
• Develop and maintain detailed and dynamic financial models across various business segments as needed to support business operations.
• Prepare and manage recurring internal management reports and external investor reporting packages, including quarterly reporting to the Board of Directors
• Own the design, implementation, and maintenance of KPI dashboards and reporting tools across the organization, using Power BI and other platforms to help enhance the visualization and access to reporting and analysis.
• Assist our corporate development and strategy functions in financial modeling and ad hoc analysis on potential M&A, partnerships or other ventures.
• Drive continuous improvement in financial reporting processes, data quality, and planning systems to enhance visibility and scalability.
• Act as a strategic business partner to functional and operational leaders, providing financial insights and decision support.
• Work closely with Data and RevOps teams to establish and enforce standards for data governance and consistency to create a unified, trusted source of financial and operational data.
• Support ad hoc financial modeling, scenario analysis, and business case development to guide executive decision-making around internal projects and M&A.
• Collaborate closely with Accounting to ensure alignment between actuals and forecasts, and to support timely close/reporting cycles.
• Recommend go-forward strategies to drive growth and profitability by evaluating business performance metrics, capital expenditures, spending priorities and investment needs.

Benefits

• Health, dental, vision, and life insurance plans to keep you and your loved ones covered. Plus, a healthy contribution to your 401(k) retirement savings.
• We prioritize a healthy balance. Enjoy generous paid time off, including vacation, sick leave, volunteer and other "personal" days, to recharge and explore your interests.
• Stay healthy and happy with an on-site fitness facility in our HQ, discounts on gym memberships, and wellness initiatives to support your physical and mental well-being.
• As an education company, we believe in the power of learning. Access our extensive library of educational resources, courses, and workshops to enhance your skills and knowledge in both professional and personal development areas.
• We understand the importance of work-life balance. Enjoy flexible work hours and remote work options, allowing you to manage your schedule and responsibilities effectively.
• We're committed to helping you reach your full potential. Benefit from opportunities for career growth and advancement through mentorship programs, volunteer opportunities, performance evaluations, and ongoing feedback/coaching sessions.
• Life can be unpredictable, and we're here to support you through challenging times. Access our employee assistance program for confidential counseling, legal assistance, and other support services.

What This Job Offers

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