Financial Planning and Analysis Director

CPI Security • Charlotte, NC

9d • Onsite

About The Position

CPI Security is seeking a hands-on Director of Financial Planning & Analysis (FP&A) to lead budgeting, forecasting, financial reporting, and strategic financial analysis. This role will partner with business leaders, support executive decision-making, and help modernize the finance function through automation, analytics, and AI-enabled tools. This is a player-coach role ideal for a finance leader who can manage and develop talent while directly building models, analyzing performance, improving processes, and delivering clear, actionable insights. Headquartered in Charlotte, North Carolina, CPI Security was founded in 1991 on an entrepreneurial spirit and a passion for helping and protecting others. What started as a company of 10 employees and 300 customers has grown into one of the nation's top 10 largest security providers with over 750 employees. Over the years, CPI has received many awards for excellence, such as twice-awarded SDM Dealer of the Year, Central Station of the Year, and the Marvel Award. The company leads the industry in alarm response times, is consistently ranked in the top 10 of electronic security businesses and is widely known as North Carolina and South Carolina's Top 25 Best Places to Work.

Requirements

• Bachelor’s degree in Finance, Accounting, Data Analytics, Business, or related field.
• 7–10+ years of FP&A, corporate finance, strategic finance, or financial analysis experience.
• Experience owning budgeting, forecasting, variance analysis, and financial reporting processes.
• Prior experience managing or mentoring at least one analyst.
• Strong financial modeling skills with the ability to build models from scratch.
• Experience with ERP systems, planning tools, BI platforms, analytics software, or financial reporting systems.
• Advanced Excel skills required.
• Strong communication skills with the ability to translate financial data into clear business insights.

Nice To Haves

• MBA, CPA, CFA, or related advanced credential preferred.
• SQL, Power BI, Tableau, automation tools, planning software, or AI-enabled finance tools preferred.

Responsibilities

• Lead the annual budgeting process and rolling forecasts, partnering with department leaders to align financial plans with business priorities.
• Build and maintain driver-based financial models, scenario analyses, sensitivity models, ROI models, and executive reporting.
• Own monthly financial reporting, including variance analysis, KPI tracking, forecast updates, and performance insights.
• Analyze revenue, margins, operating expenses, customer economics, and key business drivers to identify risks and opportunities.
• Serve as a finance business partner to leaders across the organization, providing data-driven recommendations.
• Improve forecasting, reporting, and planning processes through automation, BI tools, analytics, and AI-enabled solutions.
• Partner with Finance Systems, IT, and cross-functional teams to improve data quality, reporting tools, and system integrations.
• Manage and develop a Senior Financial Analyst, providing coaching, workflow guidance, and accountability.

Benefits

• Competitive compensation package with opportunities for performance-based bonuses.
• Comprehensive medical, dental, vision, short- & long-term disability, and life insurance coverage.
• Generous paid time off, including company holidays, floating holidays, and vacation days.
• 401(k) plan with a competitive company match.
• Professional development opportunities, including education assistance programs to support ongoing learning and career growth.
• A dynamic, inclusive company culture with a strong commitment to community engagement and volunteer opportunities.
• Access to on-site amenities such as a café, fitness center, walking trail, and more.

What This Job Offers

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