Financial Planning and Analysis (FP&A) - Director

Location: Dallas Fort WorthWork Model: Hybrid/In-OfficeRole OverviewWe are seeking an accomplished Director of Financial Planning & Analysis who combines deep FP&A expertise with proven ability to design and execute financial processes from the ground up. This role will lead both client-facing consulting engagements and internal finance transformation initiatives, building scalable budgeting frameworks, financial models, and business partnering processes that drive strategic decision-making.The ideal candidate thrives in build-phase environments, excels at translating complex financial concepts for diverse stakeholders, and can seamlessly shift between hands-on modeling work and strategic advisory. This position reports directly to the CFO and serves as a critical bridge between finance, operations, and business leadership.Key Responsibilities1. Financial Planning & Budget Process LeadershipDesign and implement comprehensive budgeting and forecasting processes from scratch, including timelines, templates, review cadences, and stakeholder educationBuild dynamic, driver-based financial models capable of scenario planning, sensitivity analysis, and long-range strategic planningDeliver end-to-end reporting solutions and establish budget calendars with clear ownership, deadlines, and submission protocolsLead client-facing FP&A projects, including implementing planning technologies and developing integrated financial modelsEnsure all processes are documented, repeatable, and adaptable for future cycles2. Strategic Business Partnering & CommunicationCreate and operationalize business partnering frameworks between finance and operational leadershipDesign standardized financial communication tools (data packs, dashboards, KPI scorecards) that drive understanding, accountability, and performance dialogueEstablish communication cadences with business leaders for reviewing financial performance and supporting continuous improvementPartner with senior executives and business unit leaders to translate strategy into financial plans and drive financial initiativesBuild trust and credibility by delivering timely, accurate, and transparent financial insights3. Decision Support & Advanced ModelingDevelop point-specific FP&A solutions including 13-week cash flow models, driver-based integrated three-statement models (rolling), and profitability analysisCreate consolidated budget models integrating financial, headcount, and operational driversQuickly translate management feedback and operational updates into revised forecasts and scenariosStructure model outputs for board decks, management summaries, and visualization dashboards (Power BI/Tableau)Maintain auditability and version control across all model iterations4. Performance Analysis & VisibilityEstablish performance roadmaps by improving visibility through KPI/metric selection, data solutions, and visualization dashboardsProvide interim FP&A leadership to clients and internal teams as neededEnsure stakeholders understand how to interpret financial data and take ownership of performance outcomes5. Team Leadership & Client DevelopmentGuide and mentor high-performing teams on complex FP&A projects and initiativesBuild and maintain strong client relationships and drive new business opportunitiesCollaborate cross-functionally with accounting, operations, and growth teams to align assumptions and data sourcesLead change management efforts and educate non-financial leaders on budget principles and financial accountability6. Process Improvement & Future State PlanningDocument and institutionalize budgeting, forecasting, and reporting processesIdentify future system needs (EPM, ERP, Data tools) and structure current work to support smooth migrationEstablish foundation for rolling forecasts and continuous performance review rhythmsDrive continuous improvement in financial planning tools, processes, and methodologiesRequired QualificationsEducation & ExperienceBachelor's degree in Finance, Accounting, or related business field; MBA, CPA, or Master's degree strongly preferred8–15+ years of progressive finance experience with demonstrated expertise in FP&A, budgeting, and forecastingProven track record building budget and FP&A processes from scratch in manual or transitioning environmentsExperience with PE-backed companies a major plusTechnical SkillsExpert-level financial modeling including integrated, driver-based structures, cash flow models, and scenario analysis (from scratch)Experience designing management-facing reports and data packs in Excel, Power BI, or TableauAbility to structure models for multiple audiences (executives, boards, operational leaders)Systems implementation experience (planning technologies, EPM/ERP systems) valuedLeadership & CommunicationExceptional communication skills with ability to translate complex financial concepts for non-financial stakeholdersStrong business acumen - deep understanding of operational drivers, performance metrics, and growth strategiesProven stakeholder management abilities with experience influencing at the executive levelChange management expertise in organizations new to structured budgeting or reportingDemonstrated ability to build strong client and internal business partner relationshipsCore CompetenciesExecution excellence in fast-paced, deadline-driven environmentsStrategic thinking combined with hands-on tactical executionComfortable with ambiguity and building frameworks in growth/transformation phasesStrong data narrative and storytelling capabilitiesOwnership mentality and accountability for resultsWhy This Role MattersThis is a high-impact leadership position central to the organization's finance transformation and client service delivery. You will:Build the financial infrastructure that enables data-driven decision-making across the enterpriseServe as a trusted advisor to CFOs and senior leadership, converting strategic direction into actionable financial insightsCreate the communication bridge that aligns field leadership to financeDesign sustainable, scalable processes that become the foundation for long-term financial excellenceLead both internal transformation initiatives and external client engagements, maximizing impact and value deliveryThe successful candidate will combine consulting excellence with corporate finance leadership, bringing structure, clarity, and cadence to complex financial planning challenges.