VP, Head of Financial Planning & Analysis (FP&A)

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

Job summary

PRI Technology is seeking a Head of FP&A to be the CFO’s strategic partner for planning, forecasting and performance management across the business.

The role will design FP&A data architecture, build a best-in-class reporting framework, and lead a high-impact FP&A team delivering executive dashboards, KPI reports and investor communications. Automation and AI-enabled analytics will be central to scaling the function.

Qualifications

• Must have extensive FP&A leadership experience.
• Proven ability to design FP&A systems and reporting workflows.
• Experience delivering executive dashboards and KPI frameworks.
• Strong collaboration with commercial and functional leadership.
• Proven ability to lead and train an FP&A organization.

Responsibilities

• Own the enterprise-wide budgeting, forecasting and long-range planning processes.
• Design and architect FP&A data structures and reporting infrastructure.
• Govern FP&A data integrity and reporting standards; extend OneStream usage.
• Lead financial business performance reporting, dashboards, KPIs, and variance analysis.
• Act as liaison between FP&A and leadership to drive accountability and informed decisions.
• Prepare and deliver financial content for executives, Board and lenders.

Skills

Strategic FP&A

Forecasting

Executive reporting

Stakeholder management

Team leadership

Tools

OneStream

CRM

ERP

Job description

Industry leading energy management, consulting, and infrastructure solutions firm --serving industrial, commercial and government clients -- through their integrated multi-service offerings spanning strategy, supply, infrastructure, and operations -- seeks a Head of FP&A who will 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.

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 the enterprise's 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