FP&A Director

Aston Carter; Irvine (CA); Hybrid; USD 123,000 - 133,000; Full time

Job summary

Aston Carter seeks an FP&A Director to lead budgeting, forecasting, reporting, and treasury functions from Irvine, CA. This hands-on role partners with executives, lenders, and private equity stakeholders, directing a two-person FP&A team and delivering strategic financial planning.

You will own three-statement modeling, variance analysis, and executive reporting, while driving automation and cross-functional collaboration to improve profitability and liquidity.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 8+ years FP&A, corporate finance, or strategic finance experience.
• 5+ years leadership experience managing and developing finance professionals.
• Strong experience with financial reporting, budgeting, three-statement modeling, variance analysis, and cash flow forecasting.
• Advanced Microsoft Excel skills and experience with ERP systems.

Responsibilities

• Own all company financial reporting and analysis activities.
• Prepare monthly, quarterly, and annual reporting packages for executive leadership.
• Deliver monthly Budget vs. Actual (BvA) variance analysis and communicate key trends, risks, and opportunities.
• Lead monthly meetings with department leaders to review financial performance and variance drivers.
• Manage and enhance executive dashboards, KPIs, and financial reporting packages.
• Develop insights to improve profitability, efficiency, and EBITDA performance.
• Identify risks/opportunities and communicate findings to CFO and leadership.
• Lead the annual budgeting process across all business units.
• Own mid-year forecast updates and long-range financial planning.
• Build and maintain integrated three-statement financial models.

Skills

Financial reporting

Budgeting & forecasting

Three-statement modeling

Leadership

Excel

NetSuite

Education

Bachelor's degree in Finance or Accounting

Tools

NetSuite

Excel

Job description

FP&A Director, Consultant

Position Summary

We are seeking a hands-on Director of FP&A to lead the company's financial planning, forecasting, reporting, and treasury functions.

This individual will play a critical role in supporting executive leadership, private equity stakeholders, lenders, and the Board of Directors through accurate financial reporting, insightful analysis, and strategic financial planning. The ideal candidate will bring strong FP&A leadership experience, expertise in budgeting and forecasting, exposure to lender compliance and debt structures, and a proven ability to partner cross-functionally with business leaders. This role will directly manage a team of two FP&A professionals and provide significant visibility to executive leadership.

Key Responsibilities

Financial Planning & Analysis

• Own all company financial reporting and analysis activities.
• Prepare monthly, quarterly, and annual reporting packages for executive leadership.
• Deliver monthly Budget vs. Actual (BvA) variance analysis and communicate key trends, risks, and opportunities.
• Lead monthly meetings with department leaders to review financial performance and variance drivers.
• Manage and enhance executive dashboards, KPIs, and financial reporting packages.
• Develop meaningful insights and recommendations to improve profitability, operational efficiency, and EBITDA performance.
• Identify emerging risks and opportunities and communicate findings to the CFO and leadership team.

Budgeting & Forecasting

• Lead the annual budgeting process across all business units.
• Own mid-year forecast updates and long-range financial planning activities.
• Build and maintain integrated three-statement financial models (Income Statement, Balance Sheet, and Cash Flow).
• Support monthly forecast updates and scenario analysis.
• Manage consolidated budgets and forecasts for a business portfolio totaling approximately $500M in revenue.

Board, Private Equity & Lender Reporting

• Prepare financial packages for the Board of Directors, lenders, and private equity stakeholders.
• Develop Board decks, management discussion and analysis (MD&A), ratio analysis, and covenant reporting.
• Monitor and support compliance with lender reporting requirements and credit agreements.
• Assist with covenant calculations and ongoing lender reporting obligations.
• Partner with leadership on financing initiatives and strategic transactions.

Treasury & Cash Management

• Lead day-to-day treasury operations.
• Own the rolling 13-week cash flow forecast process.
• Manage liquidity planning, cash forecasting, and cash reporting activities.
• Monitor cash balances and support short-term and long-term liquidity management.
• Support banking relationships and treasury-related initiatives.

Team Leadership

• Lead, mentor, and develop a two-person FP&A team.
• Establish goals, priorities, and development plans for direct reports.
• Conduct performance evaluations and promote cross-training and continuous improvement.
• Ensure appropriate workload distribution and project prioritization.

Strategic Finance & Business Analytics

• Develop and enhance strategic reporting and analytics capabilities.
• Analyze retailer performance metrics, including store counts, sell-through rates, and pricing trends.
• Identify whitespace opportunities and growth initiatives across customers and channels.
• Partner with cross-functional teams to improve reporting automation and data visibility.
• Support acquisitions, due diligence efforts, integrations, and financing transactions as needed.

Process Improvement

• Drive financial reporting process improvements and automation initiatives.
• Partner with internal stakeholders to improve the use of business intelligence and reporting tools.
• Help reduce manual reporting processes by leveraging technology and automation solutions.

Qualifications

Required

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 8+ years of progressive FP&A, corporate finance, or strategic finance experience.
• 5+ years of leadership experience managing and developing finance professionals.
• Strong experience with:
• Financial reporting and analysis
• Budgeting and forecasting
• Three-statement financial modeling
• Variance analysis
• Executive-level reporting
• Cash flow forecasting and liquidity management
• Advanced Microsoft Excel skills.
• Experience with NetSuite or similar ERP system.
• Strong communication and business partnering abilities.

Highly Preferred

• Experience within a private equity-backed organization.
• Exposure to lender reporting, debt structures, borrowing base certificates, covenant compliance, and credit agreements.
• Consumer Products, CPG, Retail, Wholesale Distribution, Ecommerce industry experience.
• Experience presenting financial results to executive leadership, Boards, and external stakeholders.

Preferred

• Experience with DOMO or similar BI/reporting tools.
• Treasury management experience.
• Exposure to mergers & acquisitions, due diligence, and integration activities.
• CPA and/or Master's degree.

Job Type & Location

This is a Contract position based out of Irvine, CA.

Pay and Benefits

The pay range for this position is $89.00 - $96.50/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: Medical, dental & vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available Life Insurance (Voluntary Life & AD&D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave)

Application Deadline

This position is anticipated to close on Nov 5, 2026.

Workplace Type

This is a hybrid position in Irvine,CA.

About Aston Carter

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [e-mail] ([e-mail]) for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.