Finance Director

WhiteCap Search; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

WhiteCap Search is seeking a strategic FP&A leader in New York City to own multi-year financial planning, P&L forecasting, and advanced financial analysis. You will guide decision making, manage budgets, and partner with executives to shape the company's growth trajectory.

Travel quarterly is expected as part of this high-impact role. This leadership position requires 8–15 years in FP&A or corporate finance, with experience in M&A due diligence, modeling, and scaling FP&A functions.

Qualifications

• 8–15 years of FP&A, corporate finance, or related leadership experience.
• Experience supporting mergers & acquisitions, including due diligence and financial modeling.
• Strong foundation in long-range planning, cash flow modeling, and scenario analysis.
• Experience scaling FP&A functions and leading finance transformations.

Responsibilities

• Lead long-range financial planning, multi-year modeling, cash flow forecasting, and enterprise scenario planning.
• Continuously refine revenue and P&L forecasting, integrating key drivers and trends.
• Conduct in-depth financial analysis to identify risks, opportunities, and actionable insights.
• Develop dynamic financial models to support M&A evaluation and capital allocation.
• Support M&A activities including due diligence, valuation support, and post‑acquisition modeling.
• Partner with executives to provide forward-looking insights shaping business strategy.
• Enhance data integrity across inputs and drive forecasting improvements.
• Build and optimize FP&A processes and reporting on KPIs and finance metrics.
• Lead or support finance systems implementations and automation initiatives.
• Collaborate with CEO, investors, and cross-functional leaders on strategic priorities.

Skills

FP&A leadership

Financial analysis

Financial modeling

M&A due diligence

Cash flow modeling

Strategic planning

AI in finance

Executive communication

Education

Bachelor's in Finance/Accounting/Economics

MBA or CPA preferred

Tools

Excel

ERP systems

BI tools

SQL

Job description

Join a dynamic and pioneering organization located in the heart of New York City. This company is at the forefront of technological advancements, continuously innovating and expanding its influence across various industries. The team is dedicated to delivering impactful solutions for their clients and is seeking a strategic and hands‑on leader to join their ranks.

As a crucial partner to executive leadership, you will be tasked with developing long-term financial strategies, revenue and P&L forecasting, and conducting advanced financial analysis to guide decision‑making in a rapidly evolving environment. This role is perfect for an individual who thrives in uncertainty, seamlessly operates at both strategic and detailed levels, and possesses a forward‑thinking outlook on the business's future. Experience in building and managing finance budgets is a must.

Travel is expected for this role, approximately on a quarterly basis.

Key Responsibilities

Join a dynamic and pioneering organization located in the heart of New York City. This company is at the forefront of technological advancements, continuously innovating and expanding its influence across various industries. The team is dedicated to delivering impactful solutions for their clients and is seeking a strategic and hands‑on leader to join their ranks.

As a crucial partner to executive leadership, you will be tasked with developing long-term financial strategies, revenue and P&L forecasting, and conducting advanced financial analysis to guide decision‑making in a rapidly evolving environment. This role is perfect for an individual who thrives in uncertainty, seamlessly operates at both strategic and detailed levels, and possesses a forward‑thinking outlook on the business's future. Experience in building and managing finance budgets is a must.

Travel is expected for this role, approximately on a quarterly basis.

Key Responsibilities

• Lead long-range financial planning, including multi-year modeling, cash flow forecasting, and enterprise scenario planning.
• Continuously refine revenue and full P&L forecasting, integrating key business drivers, trends, and predictive insights.
• Conduct in‑depth financial analysis to identify trends, variances, risks, and opportunities, translating findings into actionable recommendations.
• Develop dynamic financial models to support strategic initiatives, such as M&A evaluation, integration planning, and capital allocation.
• Support M&A activities, including financial due diligence, valuation support, and post‑acquisition modeling.
• Partner with executive leadership as a trusted advisor, providing forward‑looking insights that shape business strategy.
• Enhance data integrity across financial inputs, driving process improvements for more accurate forecasting and analysis.
• Build and optimise FP&A processes and workflows to effectively track, measure, and report on KPIs and critical financial metrics.
• Drive the development and implementation of scalable FP&A processes, systems, and reporting infrastructure.
• Lead or support financial systems implementations and enhancements to improve data integrity, accessibility, and decision‑making speed.
• Explore and introduce opportunities to leverage AI and automation within FP&A to enhance forecasting accuracy, efficiency, and insight generation.
• Operate effectively in ambiguity, balancing precision with speed and iterating as new information becomes available.
• Collaborate closely with the finance and accounting team as a complementary finance leader, ensuring alignment between historical reporting and forward‑looking analysis.
• Collaborate with the CEO, investors, and cross‑functional leaders to drive strategic initiatives and key business priorities.
• Prepare materials for board and investor discussions, bringing clarity and insight to complex financial narratives.

Skills, Knowledge, and Expertise

• Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA or CPA preferred).
• 8-15 years of experience in FP&A, corporate finance, or a related field, including leadership experience.
• Strong foundation in financial analysis, with the ability to synthesize complex data into meaningful insights and strategic direction.
• Proven experience supporting mergers & acquisitions, including due diligence and financial modeling.
• Deep expertise in long‑range planning, cash flow modeling, and advanced scenario analysis.
• Experience building or scaling FP&A functions, processes, or systems in a high‑growth environment.
• Hands‑on experience with financial system implementations or significant process transformation initiatives.
• Curiosity and openness to leveraging AI and emerging technologies within finance.
• Strong analytical and critical thinking skills, with a demonstrated ability to identify trends and anticipate business needs.
• Ability to move fluidly between high‑level strategy and detailed execution.
• Comfortable operating in a fast‑paced, evolving environment with imperfect information.
• Public company experience strongly preferred.
• Strong communication and executive presence, with the ability to influence senior stakeholders.

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.