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Director of Financial Planning and Analysis

Alliance Technical Group

Houston, TX

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JOB DETAILS
SKILLS
Accounting, Budget Management, Budgeting, Business Administration, Business Model, Cadence, Communication Skills, Consulting, Corporate Planning, Economics, Environmental Compliance, Finance, Financial Analysis, Financial Modeling, Financial Planning and Analysis (FP&A), Financial Reporting, Flash Reporting, Forecasting, Head of Finance, Investment Services, Leadership, Mentoring, Mergers and Acquisitions, NetSuite, Performance Analysis, Revenue Forecasting, Risk, Sales Closing Skills, Spreadsheets, Team Lead/Manager
LOCATION
Houston, TX
POSTED
12 days ago
Description

Alliance Technical Group ("ATG") a Blackstone-backed environmental compliance, testing, and monitoring platform operating 60+ locations across North America - and building the finance organization to match its growth ambitions. This is not a reporting role. It is the role a high-performing FP&A leader takes when they want to build the operating rigor of a high caliber finance function inside a fast-moving, private-equity-backed platform, with direct exposure to the CFO, the CEO, business unit presidents, and the Blackstone deal team.

The Director of FP&A will own the numbers that drive every major decision at ATG - the budget, the forecast, the M&A integration model, and the monthly narrative to the Board. You will build the disciplines - zero-based budgeting, rolling forecasts, variance-to-plan accountability, deal-to-close acquisition tracking - that turn a good platform into a great one, and that get noticed by the sponsor. For someone who wants a credible, fast path to a CFO seat, few roles offer this much surface area this early.

WHAT YOU WILL OWN

  • The Annual Operating Plan. Lead the enterprise-wide budget process end to end - partnering directly with each business unit president and the commercial organization to build a bottoms-up plan that is aggressive, defensible, and owned by the people accountable for it, not imposed on them.
  • Business Unit Accountability. Sit with operators and the commercial team, not just spreadsheets. Build the monthly performance packages and flash reporting that drive real accountability conversations with business unit leadership - and build the credibility to challenge a number in the room.
  • The Forecast. Own the rolling revenue and EBITDA forecast, converting operating signals from the field into a forward view the CFO and Board can trust - with the rigor to flag risk early and the judgment to separate noise from signal.
  • The FP&A Discipline. Build (not just run) the systems, models, and management operating rhythm - including NetSuite Planning & Budgeting - that scale with the platform through its next phase of growth and eventual exit.
  • M&A, from Diligence to Integration. Partner with Corporate Development on acquisition modeling and own the process of integrating closed deals into ATG's financial reporting and forecast - tracking actual performance against the deal thesis and holding it accountable.
  • The CFO Partnership. Serve as a direct partner and thought-connector to the CFO in a high-velocity, sponsor-driven environment - translating Blackstone-level questions into an operating cadence the business can execute against, and translating field results into a story the sponsor believes.
  • The Team. Manage a team of 4 professionals. Recruit, mentor, and develop a team of FP&A professionals into the next generation of finance leaders - the same way the best FP&A organizations turn analysts into operators.

WHAT SUCCESS LOOKS LIKE IN YEAR ONE

  • A budget process business unit leaders trust because they built it - not one finance handed down.
  • A rolling forecast with a track record tight enough that the CEO takes it into the boardroom unedited.
  • A reputation, inside ATG and with Blackstone, as the person who knows the numbers cold and says so plainly.

WHAT WE ARE LOOKING FOR

  • 10+ years of progressive FP&A, investment banking, consulting, or corporate development experience, ideally with time inside a private equity-backed or high-growth platform.
  • A track record of owning a budget or forecast process end to end - not just contributing to one.
  • Financial modeling and analytical instincts sharp enough to build the model, and business judgment sharp enough to know when to challenge it.
  • The presence and communication skill to hold a room of business unit presidents accountable - and to brief a CFO or PE sponsor with equal confidence.
  • Experience managing and developing a team; you should want to build FP&A talent, not just consume it.
  • Advanced Excel fluency; NetSuite and NetSuite Planning & Budgeting experience is a strong plus.
  • Bachelor's degree in Finance, Accounting, or Economics; MBA preferred.

WHY ATG

This role sits at the center of a growth story - organic and acquired - backed by one of the world's most disciplined sponsors. You will have the CFO's ear, the Board's attention, and the mandate to build a finance function with real teeth. For a candidate who wants ownership, velocity, and a direct line to the next CFO seat, this is that role.

Alliance Technical Group is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.

About the Company

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Alliance Technical Group

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