Director of Financial Planning and Analysis

ProspectBlue; Richmond (VA); Hybrid; USD 135,000 - 190,000; Full time

Job summary

A leading company in Industrial Services is seeking a Director of Financial Planning & Analysis. This hybrid role based in Richmond involves leading financial planning activities, providing strategic financial guidance, and supporting growth initiatives. The ideal candidate will have 10+ years of FP&A experience, advanced Excel skills, and the ability to influence senior stakeholders. The position offers a chance to make a real enterprise-level impact in a fast-moving environment.

Qualifications

• 10+ years of progressive FP&A experience including at least 3 years in a leadership role.
• Experience in a mid-sized, PE-backed organization is required.
• Proficient in advanced Excel with strong modeling and forecasting capability.

Responsibilities

• Lead financial planning activities including budgets, forecasts, and reporting.
• Provide strategic guidance to support growth initiatives.
• Drive ad hoc analysis for capital allocation and market expansion.
• Own weekly reporting cadence, monthly close packages, and lender materials.
• Partner with Commercial and Operations teams to align financial plans with pipeline, project execution, and hiring strategy.
• Support development of board decks and executive presentations with clear financial storytelling.
• Drive ad hoc analysis related to capital allocation, capacity planning, and market expansion.
• Champion continuous improvement across systems, workflows, and reporting including automation and AI where applicable.
• Ensure FP&A processes and structure are scalable to support rapid growth.

Skills

Financial modeling

Strategic financial guidance

Communication skills

Analytical skills

Leadership skills

Education

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

MBA or CPA preferred

Tools

Excel

Adaptive Insights

Power BI

Salesforce

Job description

ProspectBlue is partnering with an industry leader in Industrial Services to identify a Director of Financial Planning & Analysis. This highly visible role will own FP&A end-to-end and serve as a strategic partner to the executive team. Reporting directly to the CFO, the Director of FP&A will lead forecasting, budgeting, and reporting while delivering forward-looking insights that support growth as the organization scales across geographies and service lines. This is a hybrid position. Must be located in Richmond, VA or willing to relocate.

This is an ideal opportunity for a collaborative, business-minded finance leader who thrives in fast-moving environments and wants to make a real enterprise-level impact.

What You’ll Do:

• Lead all financial planning activities including annual budgets, rolling forecasts, and long-range models
• Provide strategic financial guidance to functional and business leaders to support growth initiatives
• Build and maintain financial models, scenario analyses, KPI dashboards, and performance reporting
• Own weekly reporting cadence, monthly close packages, and lender materials
• Partner closely with Commercial and Operations teams to align financial plans with pipeline, project execution, and hiring strategy
• Support development of board decks and executive presentations with clear financial storytelling
• Drive ad hoc analysis related to capital allocation, capacity planning, and market expansion
• Champion continuous improvement across systems, workflows, and reporting — including automation and AI where applicable
• Ensure FP&A processes and structure are scalable to support rapid growth

What You Bring:

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred)
• 10+ years of progressive FP&A experience, including at least 3 years in a leadership role
• Experience in a mid-sized, PE-backed organization required, international organization preferred (project-based or field services a plus)
• Advanced Excel skills with strong modeling and forecasting capability
• Experience with Adaptive Insights, Power BI, and Salesforce is a plus
• Exceptional analytical rigor and attention to detail
• Strong communication and financial storytelling skills
• Proactive self-starter with a business mindset and ability to operate with speed and precision
• Collaborative leader with proven ability to influence senior stakeholders