Sr Director FP&A

Energy Exemplar•Salt Lake, UT

15h

About The Position

Energy Exemplar is seeking a dynamic and strategic Senior Director of Financial Planning & Analysis (FP&A) 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 guide financial strategy, optimize performance, and create long-term value. It shapes business decisions through data-driven insights, strategic modeling, and financial leadership, supporting short-term objectives and long-term growth goals. The position leads enterprise planning and forecasting, performance management, financial analysis and decision support, executive reporting, and cross-functional partnership. It also oversees alignment between management reporting and external financial statements, improves financial processes and systems, develops a high-performing FP&A organization, leads strategic projects such as M&A analysis and capital allocation, and applies AI-enabled tools and automation to improve finance processes and insights.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
At least 10 years of progressive FP&A experience within a software or PE-backed organization.
At least 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.

Nice To Haves

MBA or relevant master’s degree.
Experience with Adaptive, Hyperion, Tableau, or Power BI.
CPA, CFA, or similar financial certification.
Experience leading organizational transformation, scaling FP&A capabilities, and building high-impact teams.

Responsibilities

Drive the FP&A vision, aligning financial strategies with company goals and ensuring execution across global business units.
Lead annual, quarterly, and multi-year forecasting processes in alignment with strategic initiatives and operational priorities.
Establish and manage KPIs and financial dashboards to monitor organizational performance and provide insights to executives.
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 data into actionable insights.
Collaborate with business unit leaders to evaluate strategic opportunities, improve 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 increase 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.