Head of FP&A - PE-backed Distribution

Hoxton Circle•Houston, TX

About The Position

A private equity-backed distribution business is seeking a commercially minded Head of FP&A to build and lead its financial planning and analysis function. Reporting directly to the CFO, this role owns FP&A across the organization and partners with operational and commercial leaders to improve profitability, forecasting, and strategic decision-making. The company has no established FP&A function, offering significant autonomy to develop processes, reporting, and financial infrastructure from the ground up, with the opportunity to build a team as the business grows. Up to 50% travel is required.

Requirements

Significant progressive FP&A or corporate finance experience, ideally including ownership of planning and forecasting within a mid-sized business.
Strong experience in distribution, wholesale, logistics, or a closely related industry.
Excellent financial modeling capabilities, including three-statement modeling and cash flow forecasting.
Strong commercial acumen and ability to connect financial performance to operational business drivers.
Experience preparing financial analysis and presentations for senior leadership, Boards, and investors.
Hands-on, entrepreneurial approach and ability to build processes and capabilities without an established team or extensive resources.
Strong business partnering skills, with confidence to challenge assumptions and influence decision-making.
Genuine interest in using technology, automation, and AI to improve the Finance function.
Previous people management experience and ambition to build a high-performing team.

Nice To Haves

Previous experience in a private equity-backed environment is strongly preferred.

Responsibilities

Build and own the FP&A function, establishing processes, reporting, and planning capabilities for a growing business.
Lead annual budgeting, rolling forecasts, and longer-term financial planning across the organization.
Develop integrated financial models covering revenue, profitability, cash flow, and capital investment.
Own short-term cash flow forecasting, including 13-week cash flow models and working capital analysis.
Partner with Sales, Operations, Procurement, and other business leaders to understand performance drivers and identify improvement opportunities.
Develop KPIs and reporting on customer and product profitability, pricing, margins, labor productivity, and operational efficiency.
Prepare financial reporting, analysis, and presentations for the CFO, executive leadership, private equity investors, and Board.
Support execution of the company's value creation strategy and track financial performance against key initiatives.
Evaluate strategic investments, new locations, and other growth opportunities using financial modeling and scenario analysis.
Support M&A activity, including acquisition modeling, due diligence, and post-acquisition performance tracking.
Identify opportunities to use AI and emerging technologies to improve forecasting, analysis, and decision-making.
Build a high-performing team as the business grows.