Title:Vice President / Director, Financial Planning & Analysis (FP&A)

Location: Dallas, Austin, Houston, TX (Onsite)

Duration: Direct Hire

Compensation: Base: $210K–$260K  - Bonus: Target 20–30%

Travel:15% to 20%

Work Requirements: Must be authorized to work in the U.S. without sponsorship.

Skillset / Experience

• Bachelor's degree in Finance, Accounting, Economics, or related field required.
• MBA, CPA, or CFA preferred.
• 12+ years of progressive experience in Financial Planning & Analysis, Corporate Finance, or Strategic Finance.
• 5+ years leading FP&A teams and owning the enterprise planning function.
• Proven success building or significantly scaling an FP&A function, including hiring, process design, and reporting infrastructure.
• Deep expertise in budgeting, forecasting, financial modeling, variance analysis, long-range planning, EBITDA analysis, cash flow forecasting, and covenant compliance.
• Experience preparing board-level and investor-grade financial reporting and presentations.
• Advanced Excel financial modeling skills with experience using ERP systems and BI tools such as Power BI or Tableau.
• Strong cross-functional partnership experience with Sales, Operations, HR, Supply Chain, Marketing, and executive leadership.
• Experience working within private equity-backed organizations and supporting PE sponsors.
• Experience with M&A transactions, integrations, refinancings, and strategic growth initiatives preferred.
• Industry experience within distribution, telecommunications, technology, or multi-site service organizations is highly preferred.

Ideal Candidate

• Experience balancing strategic FP&A leadership with hands-on execution.
• Comfortable working in an environment where processes are still being built and refined.
• Resourceful, adaptable, and able to create structure in ambiguity.
• Strong communicator who collaborates well across departments and isn't afraid to dive into the details.
• Excels in organizations where initiative, ownership, and execution are valued over established processes.
• Strong AI mindset and comfortable leveraging AI to improve finance processes.
• Someone who can partner closely with the Alignment team and drive cross-functional collaboration.
• Collaborative, inquisitive, and willing to get to the root of issues.
• Thrives in a scrappy, manual, fast-paced environment.
• Enjoys building processes, solving problems, and wearing multiple hats.

Responsibilities

• Lead and build the company's enterprise-wide FP&A function.
• Own the Annual Operating Plan (AOP), quarterly forecasts, long-range planning, and monthly financial performance analysis.
• Develop and maintain integrated financial models covering revenue, margins, EBITDA, cash flow, capital expenditures, and covenant performance.
• Create a centralized planning infrastructure and establish a single source of truth for financial reporting and forecasting.
• Prepare monthly, quarterly, and annual reporting packages for executive leadership, Board of Directors, and private equity sponsors.
• Deliver executive-level variance analysis, financial insights, and strategic recommendations.
• Partner closely with the CFO on board reporting, lender reporting, liquidity forecasting, covenant compliance, and financing initiatives.
• Provide analytical leadership for pricing strategy, cost optimization, growth investments, M&A evaluations, integrations, and restructuring initiatives.
• Build, mentor, and lead an FP&A Manager and FP&A Analyst while establishing best practices and performance standards.
• Collaborate cross-functionally with Sales Operations, HR, Marketing, Supply Chain, and regional leadership to align financial strategy with business objectives.
• Develop executive dashboards and KPI reporting utilizing Power BI, Tableau, or similar BI platforms.
• Drive continuous improvements in reporting automation, data integrity, financial systems, and analytical infrastructure.

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