Sr Director FP&A

Energy Exemplar•Salt Lake City, UT

About The Position

Energy Exemplar is seeking a dynamic and strategic Senior Director of Financial Planning & Analysis to lead the company’s global financial planning, forecasting, and analysis function. The role is a member of the finance leadership team and partners closely with the CFO, CEO, and other senior leaders to drive financial strategy, performance optimization, and long-term value creation. The Sr Director FP&A shapes business decisions through data-driven insights, strategic modeling, and financial leadership, helping the organization achieve short-term objectives and long-term growth goals. The role also leads and develops a high-performing FP&A organization, improves finance processes and analytics capabilities, and sponsors strategic initiatives such as M&A analysis, integration planning, and capital allocation.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
10+ years of progressive FP&A experience within a software or PE-backed organization, including 5+ years in a leadership or executive-level role.
Proven track record of driving financial strategy and business performance in a complex, global, or high-growth organization.
Exceptional analytical, strategic thinking, and problem-solving skills.
Executive-level communication, presentation, and stakeholder management capabilities.
Advanced proficiency in financial modeling, forecasting, and business intelligence tools.
Knowledge of ERP systems such as NetSuite.
Experience leading organizational transformation, scaling FP&A capabilities, and building high-impact teams.

Nice To Haves

MBA or relevant master’s degree.
CPA, CFA, or similar financial certification.
Experience with Adaptive, Hyperion, Tableau, or Power BI.

Responsibilities

Drive the overall FP&A vision, aligning financial strategies with company goals and ensuring consistent execution across global business units.
Lead annual, quarterly, and multi-year forecasting processes, aligning them with strategic initiatives and operational priorities.
Establish and manage KPIs and financial dashboards to monitor organizational performance and provide real-time insights to the executive team.
Oversee complex financial modeling, ROI assessments, and scenario planning to support investment decisions, pricing strategies, and business transformation initiatives.
Present financial results, forecasts, and strategic recommendations to the Board of Directors and Executive Leadership Team, translating financial data into actionable insights.
Collaborate with business unit leaders to evaluate strategic opportunities, drive operational efficiency, and enhance profitability.
Partner with accounting and corporate finance teams to align management reporting with external financial statements.
Improve financial processes, analytics capabilities, and planning tools to enhance scalability and accuracy.
Build, mentor, and lead a high-performing FP&A organization, fostering analytical rigor, innovation, and strategic partnership.
Lead or sponsor special initiatives, including M&A analysis, integration planning, and capital allocation strategies.
Identify and implement AI-enabled tools and automation to streamline finance processes, improve efficiency, and strengthen the accuracy and timeliness of financial insights.