Director of Financial Planning and Analysis

hireneXus; Southlake (TX); Presencial; USD 140.000 - 210.000; Jornada completa

Descripción de la vacante

hireneXus is seeking a Director of Financial Planning & Analysis to lead budgeting, forecasting, management reporting, and business performance analysis for a growing, multi-entity organization.

Reporting to the CFO, the role partners with executive and operational leadership to provide financial insights that support profitability, working capital optimization, capital allocation, and strategic decision‑making.

Formación

• Bachelor's degree in Finance, Accounting, Economics, or a related discipline is required.
• An MBA, CPA, or CFA designation is preferred.
• At least 10 years of FP&A, corporate finance, or related leadership experience.
• Experience in multi-entity organizations and private equity-backed environments.
• Strong budgeting, forecasting, modeling, reporting, and operational finance knowledge.

Responsabilidades

• Direct annual budgeting, rolling forecasts, and long-term financial planning.
• Develop and maintain integrated three-statement financial models.
• Prepare cash flow forecasts and working capital projections.
• Collaborate with Treasury and Accounting on cash requirements.
• Oversee monthly/quarterly reporting to exec, board, and lenders.
• Lead FP&A team and partner with senior leadership.
• Drive process improvements across ERP and BI tools.
• Evaluate performance indicators and provide actionable insights.
• Support acquisitions and corporate development as needed.

Conocimientos

Budgeting

Forecasting

Financial modeling

Management reporting

Operational finance

Cash flow management

Working capital

ERP platforms

Power BI

Team leadership

Educación

Bachelor's degree in Finance/Accounting/Economics

MBA/CPA/CFA preferred

Herramientas

ERP platforms

Power BI

Descripción del empleo

The Director of Financial Planning & Analysis will lead financial planning, forecasting, management reporting, and business performance analysis for a growing, complex organization. Reporting directly to the CFO, this individual will serve as a strategic finance partner to executive and operational leadership, providing financial insights that support profitability, working capital management, capital allocation, and strategic decision-making.

This is a highly visible, hands-on leadership role responsible for strengthening the FP&A function, improving financial visibility, and developing scalable forecasting and reporting processes. The ideal candidate brings strong financial modeling capabilities, operational finance experience, and the ability to navigate a multi-entity environment while partnering closely with senior leadership and private equity stakeholders.

Responsibilities

Financial Planning, Forecasting & Cash Flow Management

• Direct the annual budgeting process, ongoing rolling forecasts, and long-term financial planning initiatives across the organization.
• Develop, maintain, and enhance integrated three-statement financial models covering the income statement, balance sheet, and cash flow projections.
• Prepare cash flow forecasts, working capital projections, and liquidity assessments to support financial planning and strategic decisions.
• Collaborate with Treasury and Accounting teams to align financial plans with near-term cash requirements, including the 13-week cash flow forecast.
• Conduct scenario planning and sensitivity analyses to assess business performance, liquidity needs, potential risks, and strategic opportunities.
• Evaluate key working capital components, including inventory levels, accounts receivable, accounts payable, and capital expenditure requirements.
• Strengthen forecasting methodologies, improve model reliability, and enhance financial planning processes across business units.

Financial Reporting & Business Performance Analysis

• Oversee monthly and quarterly financial reporting for executive management, the Board of Directors, private equity investors, and lending institutions.
• Coordinate lender reporting requirements, financial covenant calculations, and supporting financial analyses.
• Consolidate financial statements, budgets, and forecasts across multiple legal entities, business segments, and financial platforms.
• Evaluate actual financial results against budgets, forecasts, and historical performance to identify trends, business risks, and improvement opportunities.
• Establish and track financial and operational performance indicators, including revenue, gross margin, EBITDA, working capital, and cash flow.
• Work closely with Accounting to maintain accuracy, consistency, and alignment between financial statements and management reports.
• Present financial performance findings, business insights, and practical recommendations to senior leadership and other key stakeholders.

Operational Finance & Strategic Partnership

• Collaborate with Operations, Sales, Manufacturing, Supply Chain, and other business leaders to assess results, strengthen financial performance, and improve profitability.
• Analyze revenue, margins, and profitability across business units, customer segments, product lines, and operating locations.
• Assess pricing strategies, product costs, inventory performance, purchasing patterns, and other factors influencing financial outcomes.
• Prepare financial analyses to identify opportunities for better inventory utilization, improved working capital performance, and greater operational efficiency.
• Measure and monitor the financial benefits of cost-reduction programs, pricing adjustments, and strategic business initiatives.
• Develop financial models, investment analyses, and business cases to assess capital expenditures, expansion opportunities, and other strategic investments.
• Provide financial support for acquisitions, post-acquisition integration, and corporate development initiatives when required.
• Convert complex financial and operational information into clear, actionable insights that guide business planning and management decisions.
• Enhance financial planning, reporting, and analytical systems to improve productivity, data accuracy, and decision-making capabilities.
• Establish consistent financial modeling standards, forecasting practices, reporting formats, and performance measurement frameworks throughout the organization.
• Collaborate with Accounting, IT, and Operations to strengthen financial data quality, system integration, and reporting reliability.
• Identify and implement automation opportunities to simplify reporting activities, eliminate redundant tasks, and reduce manual processes.
• Support the implementation, optimization, and ongoing improvement of ERP systems, FP&A platforms, and business intelligence solutions.
• Develop scalable reporting processes and analytical capabilities that accommodate organizational expansion and increasing business complexity.

Leadership & Team Development

• Manage, coach, and develop the FP&A team while maintaining hands-on involvement in financial modeling, forecasting, and analytical activities.
• Define team objectives, establish priorities, and maintain clear accountability and performance standards across the FP&A function.
• Work in close partnership with the CFO, Controller, Treasury, and other finance leaders to coordinate financial planning, reporting, and business priorities.
• Build effective cross-functional partnerships and influence strategic and operational decisions through financial insights.
• Promote continuous improvement, analytical excellence, and consistent execution across financial planning and reporting activities.

Qualifications & Experience

• Bachelor's degree in Finance, Accounting, Economics, or a related discipline is required. An MBA, CPA, or CFA designation is preferred.
• At least 10 years of progressive experience in financial planning and analysis (FP&A), corporate finance, or a related field, including senior-level leadership responsibilities.
• Extensive knowledge of budgeting, forecasting, financial modeling, management reporting, and operational finance.
• Proven ability to develop and manage integrated three-statement financial models, including detailed cash flow projections and working capital forecasts.
• Experience overseeing financial planning, analysis, and reporting across complex, multi-entity organizations.
• Strong understanding of financial statements, cash flow management, working capital, and the key factors influencing business profitability.
• Demonstrated ability to collaborate with executive leadership and communicate financial results, business insights, and strategic recommendations to senior stakeholders.
• Previous experience leading, coaching, and developing finance and FP&A professionals.
• Experience in a private equity-backed business, particularly with Board reporting, investor communications, sponsor requirements, or lender reporting, is highly desirable.
• Background in manufacturing, distribution, industrial, or other inventory-driven industries is preferred.
• Strong expertise in gross margin analysis, inventory management, product costing, and working capital optimization.
• Advanced Excel proficiency and financial modeling capabilities, with experience using multiple ERP platforms and financial reporting systems.
• Familiarity with FP&A software, Power BI, and other business intelligence or financial analytics tools is an advantage.
• Experience contributing to acquisitions, business integrations, financial transformation, or process optimization initiatives is preferred.
• Excellent analytical, problem-solving, and communication skills, with the ability to interpret complex financial data and develop practical business recommendations.
• A hands‑on leadership approach, with the ability to balance multiple priorities, adapt to changing business needs, and deliver results in a dynamic, fast‑paced environment.