Director of Financial Planning & Analysis

SmartSource Website; Carrollton (TX); On-site; USD 210,000 - 295,000; Full time

Job summary

SmartSource is seeking an executive Director of Financial Planning & Analysis (FP&A) for the fast-paced event technology industry in the U.S. This role leads budgeting, forecasting, and MD&A with a focus on profitability for venues and productions.

The ideal candidate has 20+ years of corporate finance/FP&A experience, an MBA with CPA/CFM credentials, and strong SQL and Power BI skills. Travel is expected quarterly, and leadership of a high-performing FP&A team is essential.

Qualifications

• 20+ years of progressive corporate finance and FP&A mastery across venue operations ecosystems.
• MBA with active CPA and CFM credentials required.
• Strong SQL and Power BI capabilities; familiarity with SmartSource OS.
• Willingness to travel once a quarter.

Responsibilities

• Architect and govern driver-based bottoms-up budgeting for each event or production, coordinating with regional teams.
• Direct rolling forecasts across multi-year booking horizons and analyze share of wallet and pricing.
• Prepare MD&A narratives for the Exec Team highlighting variances and drivers.
• Lead SIOP integration aligning Sales, Inventory, Labor and Ops planning with cash flow metrics.
• Analyze ticketing channels, pricing strategies and margins across distributions.
• Oversee CapEx matrix and ROI/IRR for large-scale investments in staging and gear movement.
• Mentor FP&A team to deliver monthly flash reports and timely board presentations.

Education

MBA

CPA

CFM

Tools

SQL

Power BI

SmartSource OS

Job description

Director of Financial Planning & Analysis (FP&A) – Event Technology Industry

About SmartSource

SmartSource is a trusted partner for event technology and IT solutions, supporting event and IT professionals across North America for more than 40 years. From corporate events and entertainment to incident response and enterprise IT, we help clients deliver seamless experiences with the right technology and flawless execution.
We're a fast-moving, technology-forward organization where marketing plays a critical role in driving growth. We embrace AI across our business and expect our leaders to use emerging technologies to work smarter, automate routine work, and create competitive advantage.

Position Overview:

We are seeking an executive-level Director of Financial Planning & Analysis (FP&A) with deep expertise tailored to the high-velocity dynamics of the Event Industry (covering entertainment, trade exhibitions, large-scale conferences and meetings, and complex venue management).

Key Responsibilities:

• Granular Bottoms-Up Budgeting: Architect and govern an exhaustive, driver-based bottoms-up planning model for each distinct event or production. Partner directly with regional producers and operations leads to validate baseline operational drivers (e.g., local labor scaling, product utilization, venue rental thresholds, and AV supplier commitments).
• Pipeline & Event Forecast Management: Direct rolling forecasting cadences across shifting multi-year booking horizons. Model long-range customer share of wallet for B2B pipeline velocity trends, sponsorship win-rates, and multi-tier ticketing conversion funnels.
• Executive-Grade MD&A Framing: Act as the primary financial narrator to the Executive Team. Craft corporate-level MD&A pack that shift focus away from raw math to isolate exactly why targets were missed or exceeded (e.g., variance in average ticket, dynamic pricing elasticity, and channel Pricing framework – not Account specific pricing).
• SIOP Integration and focal point on: Lead the financial integration within the Sales, Inventory, Labor and Operations Planning (SIOP) cadence. Synchronize event specific sales across end customers in home markets, sales call commitments, regional capacity peak to trough for equipment and labor leveraging new equipment and labor reservations tool, and transient infrastructure inventory seamlessly with corporate cash flow metrics.
• Pricing & Multi-Channel Distribution: Deliver intensive business analysis on ticket delivery platforms and distribution channels. Supervise tiered offerings good, better, best, channel margins, and dynamic pricing governance models to optimize gross margin yields.
• CapEx & Technical Production Accountability: Enforce institutional control over the capital expenditures (CapEx) matrix. Underwrite large-scale investments in technical staging location of gear, streaming equipment movement, event management protocol, or permanent venue renovations, backed by strict ROI/IRR metrics and post-event audits.
• Pristine & Punctual Execution: Manage and mentor an agile corporate FP&A team under a strict, uncompromised schedule—ensuring monthly Flash reports, rolling projections, linked sequential KPI’s and strategic board presentations are flawless and delivered on time.

Core Qualifications & Technical Stack:

• Experience: 20+ years of progressive corporate finance and FP&A mastery, with proven success across departments venue operations ecosystems.
• Credentials: Master of Business Administration (MBA) paired with active, dual CPA and CFM credentials required.
• Technical Stack: Native capability to manipulate database structures via SQL. Advanced dashboard architecture and narrative modeling in Power BI. Full functional mastery of Smartsource operating systems in six months.
• Ability to travel once a quarter.

SmartSource is an equal opportunity/affirmative action employer. SmartSource does not discriminate on the basis of race, color, religion, gender (including non-binary/third gender), transgender, gender identity or expression, sexual orientation or affectional preference, national origin, citizenship, age, disability, status as a protected veteran, military status, marital status, or status in any group or class protected by applicable federal, state, or local law. SmartSource makes reasonable accommodations for qualified individuals with disabilities in accordance with the Americans with Disabilities Act, Rehabilitation Act, and applicable state and local laws.