Director of Financial Planning and Analysis

LHH Recruitment Solutions; Dallas (TX); On-site; USD 140,000 - 190,000; Full time

Job summary

LHH Recruitment Solutions is seeking a Director of FP&A in the Dallas, TX area to partner directly with the CFO and executive leadership. This role owns financial planning, business analytics, board reporting, and strategic decision support, influencing growth and value creation in a private equity-backed environment.

The ideal candidate will drive budgeting, forecasting, and long-range planning, while mentoring the FP&A team and delivering actionable insights to executives and the Board.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 8–12 years of progressive FP&A, corporate finance, or strategic finance experience.
• Strong financial modeling, forecasting, budgeting and analytics.
• Experience partnering with executive leadership and presenting to the Board.

Responsibilities

• Own the annual budget, forecasting process, and long-range financial planning.
• Develop and maintain operating model and financial roadmap.
• Partner with business leaders to drive performance and profitability.
• Build financial models to evaluate growth opportunities and strategic investments.
• Lead monthly and quarterly performance reporting for executives.
• Prepare board presentations and communicate key insights.
• Develop KPIs, dashboards, and performance metrics.
• Conduct scenario analysis and provide strategic recommendations.
• Evaluate investments, resource allocation, and ROI.
• Lead, mentor, and develop FP&A team members.
• Continuously improve reporting, planning processes, and analytics capabilities.

Skills

Financial modelling

Forecasting

Budgeting

Business analytics

Executive partnership

Excel

PowerPoint

Strategic thinking

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

Excel

PowerPoint

Job description

A rapidly growing, private equity-backed organization is seeking a Director of FP&A. This highly visible role will partner directly with the CFO and executive leadership team, owning financial planning, business analytics, board reporting, and strategic decision support. The ideal candidate is naturally curious, highly analytical, and thrives in fast-paced environments where they can influence the direction of the business.

Why This Opportunity Stands Out

• True strategic finance leadership role with direct exposure to the CFO, executive team, and Board
• Opportunity to shape and scale the FP&A function
• Significant visibility and influence across the organization
• Private equity-backed environment with a strong focus on growth and value creation
• Broad scope covering strategic planning, budgeting, forecasting, reporting, and business partnership
• Opportunity to take ownership of responsibilities being transitioned from the CFO
• Collaborative, entrepreneurial culture with strong leadership support
• Direct impact on key business decisions and growth initiatives

What You'll Do

• Own the annual budget, forecasting process, and long-range financial planning
• Develop and maintain the company's operating model and financial roadmap
• Partner with business leaders to drive performance, accountability, and profitability
• Build financial models to evaluate growth opportunities, hiring plans, operational initiatives, and strategic investments
• Lead monthly and quarterly performance reporting for executive leadership
• Prepare board presentations and communicate key business insights and trends
• Develop KPIs, dashboards, and performance metrics across the organization
• Conduct scenario analysis and provide recommendations on strategic decisions
• Evaluate investments, resource allocation, and ROI of business initiatives
• Lead, mentor, and develop junior FP&A team members
• Continuously improve reporting, planning processes, and analytical capabilities

What They're Looking For

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 8-12 years of progressive FP&A, corporate finance, transaction advisory, or strategic finance experience
• Strong financial modeling, forecasting, budgeting, and business analytics capabilities
• Experience partnering directly with executive leadership teams
• Ability to translate complex financial information into actionable business recommendations
• Strong executive presence with the confidence to challenge assumptions and influence decisions
• Advanced Excel and PowerPoint skills required
• Experience in private equity-backed and/or professional services businesses highly preferred