Director, Finance and Strategy

Solomon Page; Dallas (TX); On-site; USD 175,000 - 250,000; Full time

Job summary

Solomon Page is recruiting a Director of Finance in Dallas (with potential for New York) to own the annual budgeting process and rebuild the enterprise financial model. This leadership role strengthens forecasting discipline, drives cost and revenue planning, and partners with executives to deliver decision-ready financial outputs.

The position requires 8+ years in FP&A or related finance roles, advanced modeling, and proven people management.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Economics, or related field.
• 8+ years in FP&A, corporate finance, investment banking, or similar.
• At least 2 years owning annual budgeting/forecasting end-to-end.
• Advanced Excel and financial modeling, three-statement models.
• Translate revenue/margin targets into detailed plans.
• Understand FP&F methodologies, drivers, and modeling best practices.
• Excellent written and verbal communication for senior execs.
• People management experience or readiness to lead direct reports.
• Experience with NetSuite and BI/analytics platforms.
• Experience in high-growth or PE-backed environments is a plus.
• Experience leveraging AI tools to improve workflows is a plus.

Responsibilities

• Own long-range planning and annual budgeting from kickoff to Board presentation.
• Translate top-down targets into detailed budgets and staffing plans.
• Redesign and rebuild enterprise forecasting model focusing on revenue forecasting.
• Build scalable financial model with durable, decision-ready outputs.
• Establish standardized forecasting methodologies across Finance & Strategy.
• Improve forecasting accuracy with repeatable, independent frameworks.
• Manage and develop a small finance team and maintain model accuracy between cycles.
• Present budget recommendations and methodologies to CFO and executives.
• Identify opportunities to improve planning, reporting, modeling, and workflows via tech and AI.

Skills

FP&A

Forecasting

People management

Executive communication

AI tools (Claude)

Financial modeling

Strategic thinking

Education

Bachelor’s degree in Finance/Accounting/Business

Tools

NetSuite

Power BI

Excel

Job description

We’re recruiting a Director, Finance for a fast-growing company in Dallas seeking a hands‑on finance leader to own the annual budgeting process, strengthen forecasting discipline, and rebuild the company’s enterprise financial model.

• Location: Dallas, TX or New York, NY
• Salary: $175k-$250k + bonus

Responsibilities

• Own the long-range planning and annual budgeting process from initial kickoff through final Board presentation, establishing clear timelines, milestones, and deliverables.
• Partner with Corporate Strategy and finance leaders across the organization to translate top‑down revenue and margin targets into detailed functional budgets, operating plans, and staffing requirements.
• Lead the redesign and rebuild of the enterprise forecasting model, with a particular focus on strengthening revenue forecasting and incorporating key business drivers.
• Build a durable, scalable financial model that produces consistent, decision‑ready outputs and reduces reliance on manual or one‑off adjustments.
• Establish standardized forecasting methodologies, processes, and best practices across the Finance & Strategy organization.
• Improve forecasting accuracy and process discipline by developing repeatable frameworks that enable the broader team to operate with greater independence.
• Manage and develop a small finance team by setting priorities, reviewing work product, providing coaching, and ensuring the financial model remains accurate and current between planning cycles.
• Present budget recommendations, forecasting outputs, and financial methodologies to the CFO and executive leadership team.
• Continuously identify opportunities to improve financial planning, reporting, modeling, and workflows through technology, automation, and AI.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field.
• 8+ years of experience in FP&A, corporate finance, investment banking, or a similar financial planning role.
• At least 2 years of direct ownership of an annual budgeting or forecasting process from start to finish.
• Advanced Excel and financial modeling skills, including the ability to build and restructure three-statement financial models.
• Proven experience translating high-level revenue growth and margin targets into detailed, bottoms‑up operating and functional plans.
• Strong understanding of financial planning, forecasting methodologies, business drivers, and financial modeling best practices.
• Exceptional written and verbal communication skills, with the ability to present complex financial information clearly to senior executives.
• Prior people management experience or demonstrated readiness to manage and develop direct reports.
• Experience with financial systems such as NetSuite and reporting/analytics platforms such as Power BI.
• Experience in a high-growth or private equity‑backed environment is a plus.
• Experience leveraging AI tools such as Claude to improve financial workflows and productivity is a plus.

The Solomon Page Distinction

Our teams, comprised of subject matter experts, develop an interest in your preferences and goals and we act as an advisor for your career advancement. Solomon Page has an extensive network of established clients which allows us to present opportunities that are well‑suited to your respective goals and needs – this specialized approach sets us apart in the industries we serve.

About Solomon Page

Founded in 1990, Solomon Page is a specialty niche provider of staffing and executive search solutions across a wide array of functions and industries. The success of Solomon Page reflects an organic growth strategy supported by a highly entrepreneurial culture. Acting as a strategic partner to our clients and candidates, we focus on providing customized solutions and building long‑term relationships based on trust, respect, and the consistent delivery of excellent results. For more information and additional opportunities, visit: solomonpage.com and connect with us on Facebook, and LinkedIn.

Opportunity Awaits.