Head of FP&A

PRI Technology; Houston (TX); On-site; USD 180,000 - 320,000; Full time

Job summary

PRI Technology in Houston seeks a Visionary VP, FP&A to lead the function, partner with the CFO, and advance planning, forecasting, and performance management across the business.

You will own FP&A systems design with IT, drive KPI frameworks, and deliver insightful narratives to executives and boards, shaping strategy and capital decisions while building a best-in-class team.

Qualifications

• Bachelor's degree in accounting/finance or related field.
• Proven FP&A leadership experience in large organizations.
• Strong GAAP knowledge and financial statement relationships.
• Experience building scalable FP&A systems and reporting.
• Executive-level communication and presentation skills.

Responsibilities

• Own enterprise budgeting, forecasting and long-range planning aligned to strategy.
• Design FP&A systems, data, and reporting with IT partnership.
• Governance and optimization of OneStream for forecasting and reporting.
• Lead financial performance reporting, dashboards, KPIs and variance analysis.
• Partner with leadership to translate financial insights into decisions.
• Prepare financial content for execs, Board, investors/lenders.
• Champion automation and AI-enabled analytics across FP&A.
• Own internal controls environment and reporting on control effectiveness.
• Lead scenario planning and risk analysis for market and operational risks.
• Align planning assumptions with capital structure and liquidity.
• Assemble and lead FP&A team including hiring and development.

Skills

Analytical thinking

Financial modeling

GAAP knowledge

Executive communication

ERP knowledge

Excel

Multitasking

Teamwork

Presentation skills

Leadership experience

Education

Bachelor's in accounting/finance

Master's in accounting/finance

CPA

CFA

Tools

OneStream

Hyperion

Tableau

Power BI

Databricks

Job description

The Vice President, Head of Financial Planning & Analysis will lead FP&A function and serve as the Chief Financial Officer's primary strategic thought partner for financial planning, forecasting, and performance management across the business. The VP will own the design of FP&A systems, data, and reporting processes in partnership with IT; drive performance accountability by partnering directly with commercial and functional leadership to translate financial insight into strategic decisions; advance the Company's reporting and KPI framework ahead of its strategic plan and business evolution; and assemble, train, and lead a best-in-class FP&A organization spanning the FP&A Managers, and Senior Financial Analysts.

Job Responsibilities:

• Own the enterprise-wide annual budgeting, forecasting and long-range strategic financial planning processes, ensuring alignment with corporate strategy, capital allocation priorities, and growth objectives while driving standardization, efficiency, and reduced reliance on unintegrated Excel-based processes.
• Own the design and architecture of FP&A systems, data structures, and reporting infrastructure, partnering with IT to build and continuously improve first-class FP&A tools that leverage core systems and data.
• Own the governance, business requirements, data integrity, reporting standards, ongoing optimization, user adoption, and extension of OneStream for forecasting and management reporting. Partner with IT on system architecture, integrations, data structures, and controls.
• Lead the Company's financial business performance reporting, including executive dashboards, KPIs, variance analysis, and reporting framework aligned with the Company's strategic plan, anticipating the data, insights, and metrics needed to scale the business and its evolving portfolio, ensuring management has timely, consistent, and actional information to support decision-making.
• Serve as the primary liaison between FP&A and commercial and functional leadership, driving performance accountability and ensuring strategic and operating decisions are grounded in FP&A insight and analysis
• Own preparation and delivery of financial content for executive leadership, Board, and investor/lender reporting, translating complex financial analysis into clear strategic narratives
• Champion adoption of automation, AI-enabled analytics, and process standardization across FP&A, including CRM, ERP, and reporting tool integration, to improve the speed, accuracy, and scalability of financial insight
• Own ultimate accountability for the internal controls environment as it relates to financial planning and reporting, setting policy and reporting on control effectiveness to the CFO and Audit Committee
• Lead enterprise scenario planning and risk analysis, evaluating the financial impact of market, commodity, and operational risks on the Company's forecast and strategic plan
• Partner with Treasury, Tax, Accounting, and Financial Advisory leadership to align financial planning assumptions with capital structure, liquidity, and reporting requirements and to ensure M&A and capital projects are properly and timely forecasted.
• Assemble, train, and lead a best-in-class FP&A function, including organizational design, hiring, career development, and succession planning across the FP&A team

Required Job Skills & Qualifications:

• Bachelor's in accounting, finance, or related field
• Industry experience with energy or utility businesses
• Analytical thinker with strong conceptual, problem-solving, and advanced financial modeling skills
• Strong knowledge of GAAP and the relationships between the three financial statements
• Proven track record designing, building, and scaling FP&A systems, tools, and reporting processes
• Demonstrated experience leading and developing high-performing, multi-level finance teams
• Executive-level communication and presentation skills, with experience presenting financial analysis to senior leadership
• Working ERP knowledge and advanced Microsoft Office skills (Excel, PowerPoint)
• Meticulous attention to detail with the ability to multi-task
• Ability to work under pressure and meet deadlines
• Ability to work independently and as part of a team

Preferred Job Skills & Qualifications:

• Fifteen plus years of progressive FP&A or corporate finance leadership experience, including prior experience leading an FP&A function
• Minimum of 5 years' experience directly leading and scaling a multi-level finance or FP&A organization
• Master's in accounting, finance, or related field
• CPA or CFA
• Experience partnering with IT/Technology teams on financial systems design and implementation
• Experience supporting M&A, capital allocation, or asset-acquisition evaluations
• Cloud ERP experience (e.g., NetSuite, Oracle)
• Consolidation and planning software experience (e.g., OneStream, Hyperion)
• Business intelligence software experience (e.g., Tableau, Power BI, Databricks)
• Experience presenting to a Board of Directors, investors, or lenders