Director, Strategic Finance

Accrue Partners; Charlotte (NC); On-site; USD 120,000 - 180,000; Full time

Job summary

AccruePartners is seeking a Senior Manager/Director of Financial Planning & Analysis to lead strategic finance initiatives within a PE-backed portfolio company in Charlotte, NC. You will partner with senior finance and cross-functional leaders to drive EBITDA growth, cash flow forecasting, and investment evaluation.

You will build sophisticated financial models, translate data into actionable recommendations, and shape the company’s operating model while navigating ambiguity and maintaining a

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related discipline; MBA or advanced degree is a plus.
• Progressive experience in FP&A, Strategic Finance, or Corporate Finance, at Senior Manager or Director level.
• Experience within a private equity-backed portfolio company with value creation, EBITDA, and cash flow expectations.
• Strong financial modeling and analytical capabilities, including cash flow forecasting, profitability analysis, revenue modeling, and strategic investment evaluation.
• Experience supporting enterprise-wide financial initiatives, partnering with business leaders, and data-driven insights.
• Foundation in a large, sophisticated finance organization with established FP&A processes, plus adaptability to a fast-paced environment.
• Ability to operate strategically and tactically, moving between high-level planning and detailed analysis.
• Demonstrated ability to navigate ambiguity, adapt to changing priorities, and take ownership of financial challenges.
• Strong executive communication and presentation skills, with the ability to synthesize complex financial information into clear recommendations.
• Proactive, intellectually curious professional with financial maturity and ownership mindset.

Responsibilities

• Partner with senior finance leadership to provide strategic financial insights influencing enterprise decisions.
• Develop and maintain sophisticated financial models focused on EBITDA, cash flow, revenue, profitability, and ROI.
• Evaluate strategic investments and transformation initiatives for financial impact and value realization.
• Drive FP&A activities; translate complex data into actionable recommendations for operational efficiency.
• Analyze business performance, identify financial trends, and improve profitability and cash generation.
• Support evolving operating model by developing financial frameworks, reporting capabilities, and metrics.
• Collaborate across finance and operations to assess investments, establish accountability, and measure success.
• Prepare and present analyses and business cases to senior leadership for informed decisions.
• Maintain a hands-on yet strategic approach to shape the growth of a PE-backed organization.

Skills

Financial modeling

Strategic finance

Executive communication

Data-driven insights

Ownership mindset

Cross-functional collaboration

Cash flow forecasting

PE experience

Education

Bachelor's degree in Finance/Accounting/Economics

MBA or advanced degree

Job description

THE TEAM YOU WILL BE JOINING

• Join an established, industry-leading organization experiencing continued growth, evolution, and investment in its future.

• Be part of a collaborative finance organization that plays a critical role in supporting business performance, strategic initiatives, and long-term growth.

• Work alongside experienced finance professionals and business leaders who bring diverse backgrounds, perspectives, and expertise to the organization.

• Join a company that values an ownership mindset, innovation, accountability, and the opportunity to make a meaningful impact on the business.

• Become part of an evolving finance function with opportunities to help shape processes, influence strategic decisions, and support the organization's continued success.

WHAT THEY OFFER YOU

• Join a growing organization where your contributions directly influence business performance, strategic growth, and long-term value creation.

• Work closely with senior leadership on high-impact initiatives, gaining visibility into enterprise-wide financial strategies and business decisions.

• Be part of a collaborative finance team that values teamwork, knowledge sharing, and celebrating collective success.

• Learn from experienced finance leaders who encourage continuous learning, mentorship, and expanding your expertise across different areas of the business.

• Have a seat at the table in shaping financial strategies, improving processes, and influencing the future direction of the organization.

• Be part of an organization embracing innovation, technology, and evolving business models, creating opportunities to contribute to meaningful initiatives.

• Join an evolving finance organization where taking initiative, embracing new challenges, and demonstrating an ownership mindset can create opportunities for long-term career advancement.

WHAT YOU WILL DO

• Partner with senior finance leadership and cross-functional business leaders to provide strategic financial insights that influence enterprise-wide decisions, investments, and growth initiatives.

• Develop and maintain sophisticated financial models focused on EBITDA performance, cash flow forecasting, revenue analysis, profitability, and return on investment.

• Evaluate strategic business investments and transformation initiatives to measure financial impact, value realization, and long-term business performance.

• Drive financial planning and analysis activities, translating complex financial data into actionable recommendations that support operational efficiency and enterprise value creation.

• Analyze business performance, identify financial trends, and evaluate opportunities to improve profitability, cash generation, and overall financial results.

• Support the organization's evolving operating model by developing financial frameworks, reporting capabilities, and performance measurements that align with changing business priorities.

• Collaborate across finance and operational teams to assess investment opportunities, establish financial accountability, and measure the success of strategic initiatives.

• Prepare and present financial analyses, business cases, and recommendations to senior leadership, providing clear insights that support informed decision-making.

• Bring a hands-on approach to financial analysis while maintaining a strategic perspective, navigating ambiguity, and helping shape the future of a growing organization.

A BACKGROUND THAT FITS

• Bachelor's degree in Finance, Accounting, Economics, or a related discipline; MBA or advanced degree is a plus.

• Progressive experience in Financial Planning & Analysis (FP&A), Strategic Finance, or Corporate Finance, ideally at the Senior Manager or Director level.

• Experience within a private equity-backed portfolio company strongly preferred, with an understanding of value creation, EBITDA performance, cash flow management, and the financial expectations of PE ownership.

• Strong financial modeling and analytical capabilities, including cash flow forecasting, profitability analysis, revenue modeling, and strategic investment evaluation.

• Experience supporting enterprise-wide financial initiatives, partnering with business leaders, and influencing decisions through data-driven insights.

• A foundation in a large, sophisticated finance organization with established FP&A processes, combined with the flexibility to succeed in a faster-paced, less structured environment.

• Ability to operate both strategically and tactically, moving seamlessly between high-level financial planning and detailed, hands-on analysis.

• Demonstrated ability to navigate ambiguity, adapt to changing priorities, and take ownership of complex financial challenges.

• Strong executive communication and presentation skills, with the ability to synthesize complex financial information into clear, actionable business recommendations.

• A proactive, intellectually curious professional who brings financial maturity, strong business acumen, and an ownership mindset to a collaborative, evolving organization.