Director of Financial Planning and Analysis

Hire Talent; Humble (TX); On-site; USD 150,000 - 210,000; Full time

Job summary

Hire Talent is conducting a confidential search for a hands-on FP&A leader to oversee budgeting, forecasting, liquidity management, and executive reporting for a PE-backed, multi-location manufacturing and distribution company serving North America. The role reports to the CFO and requires building complex models, partnering with executives, and driving financial insight across a growing organization.

The ideal candidate has 10+ years of progressive FP&A experience, strong financial modeling

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 10+ years of progressive FP&A experience.
• Prior Director-level or senior FP&A leadership experience.
• Advanced financial modeling and Excel expertise.
• Experience in manufacturing, distribution, industrial products, or other inventory-intensive environments.
• Multi-entity and ERP consolidation experience.
• Excellent executive communication and presentation skills.

Responsibilities

• Lead annual budgeting, rolling forecasts, and long-range planning.
• Own the integrated three-statement model (P&L, Balance Sheet, Cash Flow).
• Develop cash flow, liquidity, and working capital forecasts.
• Perform scenario, sensitivity, and risk analysis.
• Improve forecast accuracy and financial visibility.
• Lead monthly, quarterly, and annual reporting for executive leadership, Board, lenders, and PE stakeholders.
• Analyze profitability, EBITDA, cash flow, and working capital.
• Deliver variance analysis and KPI reporting.
• Consolidate results across multiple entities, locations, currencies, and ERP systems.
• Partner with Operations, Sales, Supply Chain, Manufacturing, and Purchasing leaders.
• Develop business cases for investments and strategic initiatives.
• Support acquisitions, integrations, and growth initiatives.
• Enhance FP&A systems, reporting tools, and automation.
• Standardize planning, forecasting, and reporting processes.
• Drive improvements in financial data quality and reporting efficiency.
• Leverage Power BI, Datarails, Dynamics 365, and Excel.

Skills

Forecasting

Financial modeling

Leadership

Cross-functional partnership

Multi-entity

Education

Bachelor's degree in Finance/Accounting

Tools

Power BI

Datarails

Dynamics 365

Excel

NetSuite

Job description

Hire Talent is conducting a confidential search on behalf of a private equity-backed, multi-location manufacturing and distribution company serving the heavy-duty engine and industrial aftermarket across North America.

This highly visible role reports directly to the CFO and will lead financial planning, forecasting, liquidity management, executive reporting, and business performance analysis. The ideal candidate is a hands-on FP&A leader who can build complex models, partner with executive leadership, and drive financial insight across a growing organization.

Responsibilities

• Lead annual budgeting, rolling forecasts, and long-range planning
• Own the integrated three-statement model (P&L, Balance Sheet, Cash Flow)
• Develop cash flow, liquidity, and working capital forecasts
• Perform scenario, sensitivity, and risk analysis
• Improve forecast accuracy and financial visibility

Reporting & Performance Management

• Lead monthly, quarterly, and annual reporting for executive leadership, Board members, lenders, and private equity stakeholders
• Analyze business performance, profitability, EBITDA, cash flow, and working capital
• Deliver actionable variance analysis and KPI reporting
• Consolidate results across multiple entities, locations, currencies, and ERP systems

Business Partnership

• Partner with Operations, Sales, Supply Chain, Manufacturing, and Purchasing leaders
• Evaluate pricing, margins, inventory, branch profitability, and cost drivers
• Develop business cases for investments and strategic initiatives
• Support acquisitions, integrations, and growth initiatives

  Systems & Process Improvement

  • Enhance FP&A systems, reporting tools, and automation
  • Standardize planning, forecasting, and reporting processes
  • Drive improvements in financial data quality and reporting efficiency
  • Leverage tools such as Power BI, Datarails, Dynamics 365, and Excel

  Leadership

  • Lead and develop the FP&A team
  • Establish accountability, priorities, and best practices
  • Serve as a trusted advisor to the CFO and executive leadership team

  Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, or related field
  • 10+ years of progressive FP&A experience
  • Prior Director-level or senior FP&A leadership experience
  • Advanced financial modeling and Excel expertise
  • Strong understanding of cash flow, working capital, forecasting, and financial statements
  • Experience in manufacturing, distribution, industrial products, or other inventory-intensive environments
  • Multi-entity and ERP consolidation experience
  • Excellent executive communication and presentation skills

  Preferred

  • Private equity-backed company experience
  • Board, lender, and investor reporting exposure
  • Dynamics 365, Datarails, Power BI, NetSuite, or similar platforms
  • MBA, CPA, or CFA
  • M&A, integration, or strategic planning experience

  Why This Opportunity?

  This role offers significant visibility with executive leadership and private equity sponsors as well as the opportunity to shape and scale the FP&A function during an exciting phase of growth for the organization.