Director of Financial Planning and Analysis

Our client of several years, a privately held $1B manufacturing and distribution company, has engaged us to bring them a Director of FP&A. The company is headquartered in Los Angeles and they have a hybrid work from home policy. This position offers a strong compensation package for this key leader which includes a base salary plus discretionary bonus plus equity in the company. We are seeking a Director of Corporate FP&A to lead company-wide financial planning and strategic analysis. This highly visible role will be responsible for building and maintaining forecasting models, owning liquidity forecasting, leading long-range planning efforts, and supporting key strategic initiatives, including lender and investor relations. You will work cross-functionally with executives and department leaders to drive data-informed decisions and ensure financial health across the company’s global operations. This is a unique opportunity to impact the future of a rapidly growing company. As Director of Corporate FP&A, you’ll be at the heart of their financial strategy — driving clarity, focus, and execution at scale while translating financial insights into actionable business strategies. RESPONSIBILTIES: Annual Budgeting Process Lead the company-wide annual budgeting process, coordinating inputs from all business units and departments Develop and maintain budget vs. actual reporting mechanisms with meaningful variance analysis Partner with department leaders to drive accountability to budget targets and identify opportunities for optimization Cash Flow & Liquidity Management Lead and continuously enhance the 13-week cash flow forecasting process , working closely with Accounting, Treasury, and Operations to ensure accuracy and actionable insights Monitor daily and weekly cash positions, highlight variances vs. forecast, and proactively manage liquidity to support operating needs, growth initiatives, and capital investments Three-Statement Financial Modeling Own the development and maintenance of the fully integrated 3-statement financial model (Income Statement, Balance Sheet, and Cash Flow) to support strategic decision-making Build dynamic forecasting capabilities and scenario planning models to evaluate P&L and cash flow impacts under various assumptions Perform regular sensitivity analyses to identify key business drivers and risk factors impacting financial performance Lender Relations & Capital Structure Support Serve as the finance point-of-contact for managing deliverables, covenant tracking, and compliance reporting for external debt partners and lenders Prepare materials for debt reporting packages, refinancing discussions, and investor updates; work closely with legal and external advisors as needed Support management in evaluating capital structure alternatives and debt capacity analysis Strategic and Financial Due Diligence Conduct financial due diligence on new initiatives such as market entry, acquisitions, strategic partnerships, or capital investments Build business cases with sensitivity analyses and ROI thresholds to support go/no-go decisions Long-Range Planning (LRP) Lead the development of the company’s multi-year financial plan that aligns with corporate objectives and growth strategies Drive collaboration across departments to ensure LRP inputs are robust, supportable, and consistent with operational roadmaps Provide leadership with visibility into long-term value creation levers, including market expansion, margin enhancement, and capital investment strategies Ad Hoc Strategic Analysis & Executive Support Provide direct analytical support to the C-Suite and executive leadership team Drive clarity and rigor in business planning decisions through deep dives on pricing strategy, SG&A leverage, and return on strategic investments Team Leadership Mentor and develop FP&A team members to build analytical capabilities and business acumen Establish a culture of analytical excellence, accountability, and continuous improvement Drive cross-functional collaboration and knowledge sharing to enhance financial decision-making QUALIFICATIONS Bachelor’s degree in Finance, Accounting, Economics or related field; MBA or CPA/CFA preferred 10-15+ years of progressive experience in Corporate FP&A, Investment Banking, Private Equity, or Strategic Finance Deep expertise in financial modeling and analysis, particularly around cash flow, LRP, and scenario planning Proven ability to influence executive decision-making with data and insight Excellent communication and presentation skills Experience with financial planning systems and ERP platforms (e.g., NetSuite, Oracle, SAP) Strong track record managing cross-functional projects and influencing without direct authority Thrive in a high-growth, fast-paced environment and capable of balancing strategic thinking with execution Find. Win. Lead. Delivering excellence in the search for Tax, Accounting, Finance, and Human Resources professionals across Southern California and beyond. We leverage expertise, ever-expanding connections, and reputation to deliver exceptional individuals who drive success. For more details please visit . Thank you.

Created: 2025-09-23