Director of Financial Planning and Analysis

Hirenexus; Dallas (TX); Hybrid; USD 190,000 - 225,000; Full time

Job summary

Hirenexus, a private equity backed professional services organization, is seeking a Director of Financial Planning & Analysis to lead budgeting, forecasting, and strategic financial analysis. The role partners with CFO and senior leaders to drive growth, profitability, and informed decision-making.

The position may be remote or hybrid for candidates located near an office, with responsibility for enhancing FP&A processes and supporting ERP and BI initiatives.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA/CPA/CFA preferred.
• 8+ years of progressive FP&A, corporate finance, or related experience.
• Strong budgeting, forecasting, modeling, variance analysis, and reporting skills.
• Experience translating financial data into actionable leadership recommendations.

Responsibilities

• Lead annual budgeting, forecasting, and long-range planning.
• Develop forecasts and analyses for revenue, EBITDA, cash flow, headcount, and key metrics.
• Prepare executive-level reporting with trends, risks and opportunities.
• Create KPI dashboards to improve visibility into performance.
• Collaborate with leaders on pricing, workforce planning, and investments.
• Build financial models and scenario analyses for growth and acquisitions.

Skills

Budgeting

Forecasting

Financial analysis

Executive communication

KPI development

Education

Bachelor's degree in Finance/Accounting/Economics

MBA/CPA/CFA or equivalent

Tools

Excel

ERP systems

BI tools

Financial planning software

Job description

Director of Financial Planning and Analysis

Category

Finance

Location

$190,000 - $225,000

Job Reference

251341

Job Description

Director of Financial Planning & Analysis

A growing private equity backed professional services organization is seeking a Director of Financial Planning & Analysis to lead budgeting, forecasting, management reporting, and strategic financial analysis. Reporting to the CFO, this individual will partner closely with executive and business unit leadership to provide financial insights that support growth, profitability, and informed decision-making.

This position may be remote or hybrid for candidates located near an office.

Responsibilities

• Lead annual budgeting, forecasting, and long-range planning across the organization.


• Develop forecasts and analyses for revenue, EBITDA, cash flow, headcount, and key operational metrics.


• Prepare executive-level reporting and provide analysis of financial performance, trends, variances, risks, and opportunities.


• Develop and enhance KPI dashboards that improve visibility into financial and operational performance.


• Partner with business leaders on performance management, pricing, workforce planning, and investment decisions.


• Build financial models and scenario analyses to evaluate growth opportunities, acquisitions, and strategic initiatives.


• Improve FP&A processes, reporting capabilities, and forecast accuracy as the organization scales.


• Identify opportunities to automate reporting and improve financial data quality and accessibility.


• Partner cross-functionally with Accounting, Operations, HR, and IT on financial and operational initiatives.


• Support the implementation and optimization of financial planning, ERP, and business intelligence tools.

Qualifications & Experience

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA, CPA, CFA, or other advanced credential preferred.


• 8+ years of progressive FP&A, corporate finance, or related experience.


• Strong experience with budgeting, forecasting, financial modeling, variance analysis, and management reporting.


• Demonstrated ability to partner with senior leadership and translate financial analysis into actionable recommendations.


• Strong understanding of financial statements, cash flow, profitability, and key business drivers.


• Experience developing executive reporting and KPI dashboards.


• Professional services or experience within a complex, multi-business-unit organization preferred.


• Private equity portfolio company experience is preferred


• Advanced Excel skills and experience with ERP, financial planning, and business intelligence systems.


• Strong analytical, communication, and presentation skills.


• Ability to operate effectively in a fast-paced, growth-oriented environment and balance detailed analysis with strategic thinking.