Strategic CFO: Forecasting, Planning & Analytics Leader

E78 Talent; Lewisville (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

E78 Talent is seeking a finance leader to own the annual budgeting process, coordinate across functional leaders, develop assumptions, consolidate inputs, and present the final plan. You will build forecasting and financial planning processes aligned to the company’s commercial strategy, translate GTM data and KPIs into forecasts, and deliver robust management reporting and analytics.

You will work hands-on within the finance team, partnering with the Controller and accounting to ensure aligned

Responsibilities

• Lead the annual budgeting process from start to finish, including coordination across functional leaders, development of assumptions, review of departmental inputs, consolidation, challenge, and final presentation.
• Build and maintain robust forecasting and financial planning processes tied to the company’s commercial strategy and operating model.
• Partner closely with sales and commercial leadership to translate evolving go-to-market data, KPIs, and sales activity into meaningful forecasts and budget assumptions.
• Improve visibility into business performance through development and refinement of management reporting, KPI tracking, and financial analytics.
• Work directly within the finance organization as a hands-on operator, supporting both strategic priorities and detailed execution as needed.
• Partner with the Controller and accounting team to ensure financial reporting, planning, and operational decision-making are well aligned.
• Provide financial leadership around inventory, cost accounting, margin analysis, and supply chain planning.
• Support continued efforts around inventory optimization and working capital management.
• Evaluate the financial impact of commercial, operational, and supply chain initiatives and provide actionable recommendations to leadership.
• Support data-related initiatives that improve the quality and usability of information available for forecasting, planning, and performance management.
• Partner with executive leadership and the private equity sponsor on financial performance, strategic priorities, and exit-readiness initiatives.

Job description

E78 Talent is seeking a finance leader to own the annual budgeting process, coordinate across functional leaders, develop assumptions, consolidate inputs, and present the final plan. You will build forecasting and financial planning processes aligned to the company’s commercial strategy, translate GTM data and KPIs into forecasts, and deliver robust management reporting and analytics.

You will work hands-on within the finance team, partnering with the Controller and accounting to ensure aligned