Director of FP&A

CFS; San Antonio (TX); On-site; USD 175,000 - 225,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Paid time off

Parental leave

Disability coverage

Career development

Wellness programs

Job summary

CFS in San Antonio seeks a Senior Director to lead enterprise FP&A, forecasting, and performance management. You will partner with executive leadership to drive strategic growth with robust financial insights and actionable recommendations.

The role requires 12+ years in FP&A and 5+ years of leadership, with strong modeling, communication, and cross-functional collaboration skills. On-site relocation to San Antonio is preferred, with competitive base salary and bonus opportunities.

Qualifications

• Bachelor's degree or equivalent experience in finance or a related field.

Responsibilities

• Lead the annual budgeting, forecasting, and long-range planning across the organization.
• Develop financial models and scenario analyses for business performance and initiatives.
• Prepare executive-level reporting, dashboards, and board-ready presentations.
• Monitor KPIs, identify trends, and provide actionable recommendations to improve performance.
• Enhance FP&A processes, governance, and reporting frameworks.
• Partner with Accounting, Operations, and cross-functional leaders to align plans with objectives.
• Evaluate financial impact of major initiatives, investments, and strategic projects.
• Lead, mentor, and develop a high-performing FP&A team.

Skills

FP&A leadership

Budgeting

Forecasting

Financial modeling

Strategic finance

Executive communication

Cross-functional work

Business partnering

Education

Bachelor's degree in Finance/Accounting/Business or related field

Tools

Anaplan

Adaptive Planning

Hyperion

Job description

Senior Director, Financial Planning & Analysis (FP&A)

Compensation

• Base Salary: $175,000 – $225,000
• Annual Bonus: Competitive performance-based bonus opportunity
• MUST BE LOCATED OR WILLING TO RELO TO SAN ANTONIO**

Position Summary

We are seeking a strategic and results-oriented Senior Director of Financial Planning & Analysis to lead enterprise-wide financial planning, forecasting, and performance management. This individual will serve as a key business partner to executive leadership, providing financial insights that drive strategic decision-making and long-term growth.

The ideal candidate combines strong analytical expertise with executive presence and leadership experience, bringing the ability to translate complex financial data into meaningful business recommendations. This role will oversee FP&A processes, enhance financial reporting capabilities, and lead a high-performing team focused on supporting organizational objectives.

Key Responsibilities

• Lead the annual budgeting, forecasting, and long-range planning processes across the organization.
• Develop financial models and scenario analyses to evaluate business performance, strategic initiatives, and investment opportunities.
• Prepare executive-level reporting, dashboards, and presentations for senior leadership and board meetings.
• Monitor key performance indicators (KPIs), identify trends, and provide actionable recommendations to improve financial and operational performance.
• Enhance FP&A processes, governance, and reporting frameworks to improve forecasting accuracy, transparency, and decision support.
• Partner with Accounting, Operations, and cross-functional business leaders to align financial plans with strategic objectives.
• Evaluate the financial impact of major business initiatives, capital investments, acquisitions, and other strategic projects.
• Lead, mentor, and develop a high-performing FP&A team while fostering a culture of collaboration, accountability, and continuous improvement.

Qualifications

Required

• Bachelor's degree in Finance, Accounting, Business, Economics, or a related field (or equivalent experience).
• 12+ years of progressive experience in Financial Planning & Analysis, Corporate Finance, or related disciplines.
• 5+ years of leadership experience managing and developing finance teams.
• Demonstrated success leading enterprise budgeting, forecasting, long-range planning, and financial performance management.
• Advanced financial modeling, forecasting, and scenario planning experience.
• Strong communication and presentation skills with the ability to influence executive leadership.
• Proven ability to translate complex financial information into actionable business insights.
• Experience collaborating across multiple business functions within a complex organization.

Preferred

• MBA, CPA, CFA, or other advanced professional designation.
• Experience supporting multi-location, retail, restaurant, hospitality, or other consumer-facing organizations.
• Experience with enterprise planning tools such as Anaplan, Adaptive Planning, Hyperion, or similar platforms.
• Background leading finance transformation initiatives, process improvements, and reporting enhancements.
• Experience preparing board-level financial presentations and evaluating strategic investments.

Benefits

• Comprehensive medical, dental, and vision insurance
• 401(k) with company match
• Generous paid time off and company holidays
• Paid parental leave
• Short- and long-term disability coverage
• Professional development and career advancement opportunities
• Employee wellness and employee discount programs