Position Summary

The Director of Strategic Finance & FP&A will serve as a key finance leader responsible for financial planning, performance analytics, acquisition diligence support, and post-acquisition integration. This role will partner directly with the CFO and executive leadership to evaluate growth opportunities, monitor business performance, and drive financial discipline across the organization.
The ideal candidate has strong experience in FP&A, financial modeling, and M&A environments, with the ability to translate complex financial data into strategic insights that support operational decision-making and enterprise value creation.
Key Responsibilities
Strategic Financial Planning
• Lead the company’s annual budgeting process and long-range financial planning across multiple operating entities.
• Develop and maintain rolling forecasts and financial models to support strategic planning and growth initiatives.
• Build detailed financial models to evaluate expansion into new geographic markets and service lines.
• Partner with operations leadership to evaluate profitability drivers and optimize cost structures.
Performance Management & KPI Development
• Develop executive-level reporting packages focused on revenue growth, margin expansion, EBITDA performance, and cash flow.
• Design and track key operational and financial KPIs across business divisions.
• Conduct variance analysis and performance reviews to identify operational improvement opportunities.
• Translate financial results into actionable recommendations for leadership and operational teams.
Mergers & Acquisitions Support
• Support the company’s acquisition strategy by assisting with financial diligence and analysis of potential targets.
• Analyze target company financial statements, quality of earnings, working capital requirements, and operational performance metrics.
• Develop financial models and return analyses to support acquisition decision-making.
• Coordinate financial diligence activities with external advisors including bankers, accounting firms, and legal counsel.
Acquisition Integration
• Lead financial integration of acquired companies into client's reporting and forecasting processes.
• Establish standardized financial reporting, budgeting, and KPI frameworks across acquired businesses.
• Monitor performance of acquired entities relative to acquisition underwriting assumptions.
• Support synergy identification and operational improvement initiatives following acquisitions.
Executive Decision Support
• Provide strategic financial insights to the CFO and executive leadership team.
• Conduct scenario analysis and financial modeling to evaluate business initiatives and capital investments.
• Support capital allocation decisions and strategic growth initiatives.
Reporting & Systems
• Develop scalable financial reporting tools and dashboards.
• Ensure alignment between operational data, financial reporting, and planning models.
• Partner with the accounting team to ensure financial data accuracy and integrity.

Qualifications
• Bachelor’s degree in Accounting, Finance, Economics, or related field (MBA, CPA, or CFA preferred).
• 10+ years of experience in FP&A, corporate finance, transaction advisory, investment banking, or private equity portfolio companies.
• Strong financial modeling and analytical skills with advanced Excel proficiency.
• Experience supporting acquisitions, financial diligence, or post-merger integration strongly preferred.
• Experience in multi-entity or high-growth environments preferred.
• Ability to communicate complex financial insights to senior leadership and operational teams.
• Experience with ERP and financial systems (Sage Intacct preferred).

Key Attributes
• Highly analytical with strong problem-solving ability
• Comfortable working in a fast-paced, growth-oriented environment
• Able to balance strategic thinking with hands-on execution
• Strong business partner to operations and executive leadership