Director of Financial Planning and Performance

Prime-Communications; Sugar Land (TX); On-site; USD 150,000 - 230,000; Full time

Job summary

Prime Communications, L.P. seeks a Director of Financial Planning and Performance to own the analytical backbone linking store-level results to company-wide financials.

You will build reporting, forecasting, and analyses driving profitability, labor optimization, and growth investment, with performance goals cascading to ~2,000 stores. You will lead budgeting, variance analysis, and KPI frameworks, partnering with Operations, HR, and Compliance, and present insights to the CFO and CEO.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field; CPA preferred.
• 5–10 years of progressive experience in financial planning & analysis, corporate finance, or accounting/reporting.
• Experience analyzing multi-location or multi-unit operating results (retail, restaurant, healthcare, or similar preferred).
• Advanced Excel/financial modeling skills; experience with Power BI or similar BI tools strongly preferred.
• Strong ability to translate complex data into clear, executive-ready recommendations.

Responsibilities

• Lead store-level and consolidated financial analysis, identifying performance drivers across ~2,000 locations.
• Set and cascade financial and operational performance goals from the enterprise level to individual stores.
• Assist with monthly and quarterly financial reporting for executive leadership, including variance analysis.
• Partner with Operations, HR, and Compliance to translate field data into actionable financial recommendations.
• Build and maintain forecasting and budgeting models (revenue, labor, EBITDA) rolled up to enterprise plans.
• Develop KPI frameworks and scorecards to drive store-level accountability.
• Support ad hoc financial analysis for strategic initiatives and new markets.
• Present findings to CFO and CEO/executive team.

Skills

Advanced Excel

Financial modeling

Power BI

Executive communication

Cross-functional collaboration

Problem solving

Attention to detail

Education

Bachelor's degree in Finance/Accounting/Economics

CPA preferred

Tools

Power BI

BI tools

Job description

Director of Financial Planning and Performance

Job Description

COMPANY OVERVIEW

Prime Communications, L.P. is one of the largest AT&T authorized retailers in the United States, operating approximately 2,000 retail locations across 48 states. The company partners closely with AT&T on sales performance, compliance, and customer experience, and maintains a disciplined, data-driven approach to store-level and enterprise financial management.

ROLE SUMMARY

The Director of Financial Planning & Performance will be a key member of the Finance team, reporting directly to the CFO. This individual will own the analytical backbone connecting store-level operating performance to company-wide financial results — building the reporting, forecasting, and analysis that inform executive decisions on profitability, labor, and growth investment, and translating those insights into clear performance goals that cascade down to the individual store level.

KEY RESPONSIBILITIES

• Lead store-level and consolidated financial analysis, identifying performance drivers, trends, and outliers across ~2,000 locations.
• Set and cascade financial and operational performance goals from the enterprise level down to individual stores, in partnership with field leadership.
• Assist with the monthly and quarterly financial reporting package for executive leadership, including variance analysis and management commentary.
• Partner with Operations, HR, and Compliance leaders to translate field performance data into actionable financial recommendations.
• Build and maintain store-level forecasting and budgeting models (revenue, labor, EBITDA), rolling up into enterprise-wide plans.
• Develop and refine KPI frameworks and scorecards (e.g., productivity, cancellation rates, cost per unit) to drive accountability at the store level.
• Support ad hoc financial analysis for strategic initiatives, including store relocations, staffing models, and new market expansion.
• Present findings and recommendations directly to the CFO and, as needed, to the CEO and executive team.

REQUIRED QUALIFICATIONS

• Bachelor's degree in Finance, Accounting, Economics, or related field; CPA preferred.
• 5–10 years of progressive experience in financial planning & analysis, corporate finance, or accounting/reporting.
• Demonstrated experience analyzing multi-location or multi-unit operating results (retail, restaurant, healthcare, or similar preferred, but not required).
• Advanced Excel/financial modeling skills; experience with Power BI or similar BI tools strongly preferred.
• Track record of translating complex data into clear, executive-ready recommendations.
• Strong communication skills with the ability to present confidently to senior leadership.
• Collaborative working style — engages Operations, HR, and field leadership rather than working in isolation.
• Able to execute against clear direction while proactively raising questions or flagging issues when stuck, rather than guessing or stalling.

IDEAL CANDIDATE PROFILE

• A hands‑on analytical contributor who is equally comfortable building a model and presenting its conclusions to the C‑suite.
• Comes from an environment with high transaction/location volume where consistency and standardization of reporting matters.
• Naturally curious, digs into \"why\" behind the numbers rather than just reporting them, and thinks creatively about how to solve problems, not just report on them.
• A true collaborator, not a lone wolf, builds relationships across Operations, HR, and field leadership to get to the right answer.
• Takes direction well, works independently once aligned, and knows when to ask questions rather than push forward on assumptions.
• Comfortable operating in a lean, fast‑moving finance team with direct CFO access and visibility.

Seniority Level

Director

Employment Type

Full‑time

Job Functions

• General Business

Skills

• IDEAL
• Analytical Skills
• New Market Expansion
• Translation
• Communication
• Interest Rates
• Strategic Initiatives
• Internet

This Company is an Equal Opportunity Employer, and does not discriminate on the basis of race, gender, ethnicity, religion, national origin, age, disability, veteran status, or on any other basis prohibited by law. Information on race, gender and national origin will only be used for statistical and record‑keeping purposes, and will not be used in making any employment decisions. All information provided will be kept separate from your expression of interest. Providing this information is strictly voluntary, and you will not be subjected to any adverse action or treatment if you choose not to provide this information. If you do not choose to answer these questions, we ask that you select \"Decline to Identify\" for each question. Thank you for your voluntary cooperation.