Director of Financial Planning and Analysis

Brixey & Meyer Capital; Cincinnati (OH); On-site; USD 90,000 - 120,000; Full time

Job summary

A private investment firm located in Cincinnati seeks a Senior Financial Analyst with over 10 years of experience. This role involves partnering with portfolio companies to enhance financial performance through strategic modeling and analysis. Candidates must have strong communication and leadership skills, along with a Bachelor's degree in Finance, Accounting, or Business. The position involves oversight of financial performance and requires travel to various states to meet with portfolio companies. Join a dynamic team focused on growth and optimization.

Qualifications

• 10+ years of experience in finance or related roles.
• Advanced skills in financial modeling, budgeting, and reporting.
• Strong leadership and communication abilities.

Responsibilities

• Partner with executives on business improvements through FP&A.
• Develop strategic financial models and forecasts.
• Analyze performance across portfolio companies.

Skills

Financial modeling

Budgeting

Reporting

Leadership

Strategic thinking

Communication

Problem-solving

Organizational skills

Education

Bachelor’s degree in Accounting, Finance or Business

Job description

Brixey and Meyer Capital, LLC (“BMC”) is a private investment firm targeting investments in lower middle market businesses across a range of industries. BMC has raised over $200M of committed capital and invested into 19 companies since their inception in 2015. Investments are approached with a growth and partnership mindset, with BMC providing strategic and operational support as well as continued access to capital.

ESSENTIAL JOB FUNCTIONS:

Your Responsibilities:

• Partner with Portfolio Company executives to focus on business improvements through FP&A to drive growth, monitor performance, and identify opportunities for optimization.
• Work with Managing Director of Portfolio Management to find efficiencies within the businesses to maximize output, reduce costs, and eliminating redundant processes through automation and data‑driven decisions.
• Oversee the development of strategic financial models and forecasts.
• Review monthly/quarterly P&L, balance sheet, and cash flow reports.
• Present financial strategies and data‑driven recommendations.
• Monitor and analyze performance across BMC’s portfolio companies, providing insights and actionable recommendations.
• Partner with portfolio companies to support strategic financial and operational initiatives.
• Review and refine work products to ensure accuracy and logical presentation.
• Assist with special projects for the BMC Leadership Team as needed.

QUALIFICATIONS:

Required:

• Bachelor’s degree in Accounting, Finance or Business.
• 10+ years of experience in finance or related roles.
• Advanced financial modeling, budgeting, and reporting.
• Strong leadership, strategic thinking, and the ability to communicate effectively with all levels of an organization.
• Excellent organizational, communication, and problem‑solving abilities.
• Strong organizational skills, attention to detail, ability to prioritize and meet deadlines.
• Ability to multi‑task in a fast‑paced environment with fluctuating priorities and deadlines.

WORK ENVIRONMENT:

Work is performed in a fast‑paced office setting, often with frequent interruptions. Duties may require sitting for long periods of time.

This position will be required to travel to portfolio company sites in various states and may need to drive a vehicle to some locations.

OTHER:

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job‑related instructions and to perform any other job‑related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.