Director of Financial Planning and Analysis

Bell & Associates, Inc.

Illinois

Remote

USD 140,000 - 180,000

Full time

14 days+

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Job summary

A rapidly growing PE-backed services company is looking for a Director of Financial Planning and Analysis to lead the FP&A function. This role involves overseeing financial analysis, budgeting, and forecasting for multiple operating entities, while providing strategic support to executive leadership. Ideal candidates will possess 8–15 years of FP&A experience, excellent communication skills, and a CPA is preferred. The position offers remote flexibility with a significant leadership presence in major cities.

Qualifications

8–15 years of progressive finance experience with strong emphasis on FP&A.
Prior experience in public accounting strongly preferred (Big 4 or national firm a plus).
Experience in a private equity–backed environment or supporting PE sponsors is highly desirable.

Responsibilities

Lead and develop the FP&A team for financial planning and forecasting.
Own annual budgeting and long-range planning processes.
Partner with operational leaders to deliver actionable insights.

Skills

Financial modeling

Analytical skills

Problem-solving skills

Communication skills

Education

CPA

Job description

Director of Financial Planning and Analysis

Bell & Associates, Inc. provided pay range. This range is provided by Bell & Associates, Inc.. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$140,000.00/yr - $180,000.00/yr

Director of FP&A

Remote – Must be based out of Chicago, New York City, or Pittsburgh, PA

Overview

Our client is a rapidly growing, PE-backed services company executing an aggressive growth strategy through both acquisitions and organic expansion. The organization is seeking a Director of FP&A to lead and scale its FP&A function, providing critical financial insight, operational analytics, and strategic support to executive leadership.

This role is ideal for a hands‑on FP&A leader who thrives in fast‑paced, evolving environments and has experience supporting multi‑entity organizations during periods of transformation.

Key Responsibilities

Lead and develop the FP&A team, driving best‑in‑class financial planning, forecasting, and performance management processes
Own the annual budgeting, rolling forecast, and long‑range planning processes across multiple operating entities
Partner closely with operational and functional leaders to deliver actionable insights, KPIs, and decision support
Support multi‑entity integration efforts, including acquisition modeling, post‑acquisition reporting, and performance tracking
Oversee consolidations and financial reporting support for a complex, multi‑entity structure
Develop and enhance financial models to evaluate growth initiatives, pricing strategies, and operational efficiencies
Prepare and present financial analysis and executive‑level reporting for senior management and PE sponsors
Continuously improve FP&A processes, systems, and reporting tools to support scalability and data integrity
Act as a strategic thought partner to leadership during periods of rapid change and growth

Qualifications & Experience

8–15 years of progressive finance experience, with a strong emphasis on FP&A
CPA greatly preferred
Prior experience in public accounting strongly preferred (Big 4 or national firm a plus)
Experience in a private equity–backed environment or supporting PE sponsors is highly desirable
Demonstrated success in operational FP&A, ideally within a multi‑entity or services‑based organization
Strong financial modeling, analytical, and problem‑solving skills
Proven ability to lead, mentor, and scale high‑performing teams
Excellent communication skills with the ability to influence at the executive level

Why This Opportunity