Director, Financial Planning & Analysis (FP&A)

Director, Financial Planning & Analysis (FP&A)Join to apply for the Director, Financial Planning & Analysis (FP&A) role at Crestline Investors, Inc.Director, Financial Planning & Analysis (FP&A)Join to apply for the Director, Financial Planning & Analysis (FP&A) role at Crestline Investors, Inc.Crestline Investors, Inc., founded in 1997 and based in Fort Worth, Texas, is an institutional alternative investment management firm. Crestline specializes in credit and opportunistic investments, including financing and restructuring solutions for mature private equity funds. In addition, the firm manages a multi-PM equity market-neutral hedge fund, and provides beta and hedging solutions for institutional clients. The company maintains affiliate offices in New York City, London, Toronto and Tokyo.Position OverviewCrestline is seeking a highly motivated and experienced Director of Financial Planning & Analysis (FP&A) to lead the firm’s financial planning function. This individual will play a key role in shaping the financial strategy and performance management of a complex portfolio of credit-focused investments. The ideal candidate is a hands-on leader with deep expertise in Anaplan, a strong command of financial modeling, and a background in alternative asset management.This is an exciting opportunity to contribute to the strategic growth of a leading credit-focused investment firm by delivering meaningful insights to senior leadership, driving planning excellence, and enhancing financial infrastructure and reporting capabilities.Key ResponsibilitiesLead the FP&A function across Crestline’s platform, overseeing budgeting, forecasting, financial modeling, and performance reportingBuild and maintain robust, dynamic models in Anaplan to support budgeting, scenario analysis, and strategic decision-makingDeliver actionable insights to the CFO and executive team to support business strategy, capital allocation, and firm-wide initiativesCollaborate cross-functionally with investment, accounting, operations, and distribution teams to ensure financial alignment and transparencyContinuously evaluate and improve financial planning processes, with a focus on automation, efficiency, and scalabilityManage, mentor, and develop a junior FP&A professional, fostering a high-performance, data-driven cultureEnsure accuracy and compliance across all financial planning activities in accordance with internal controls and regulatory standardsQualificationsRequired:Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CFA is a strong plus8+ years of progressive FP&A experience, preferably within alternative asset management or credit-focused investingDeep understanding of financial modeling, forecasting, and budgeting best practicesFamiliarity with credit investment strategies (e.g., private credit, structured credit, portfolio financing)Ability to synthesize complex financial data into clear insights and recommendations for senior stakeholdersStrong communication and leadership skills, with the ability to collaborate across departments and influence outcomesHigh proficiency in Microsoft Excel; experience with financial reporting tools and BI platforms (e.g., Power BI, Tableau) is a plusPreferredDemonstrated success in leading Anaplan-enabled FP&A transformationsExperience integrating technology and automation into financial workflowsWorking knowledge of structured finance, portfolio performance metrics, and industry regulationsComfort operating in a dynamic, high-growth environment with competing priorities and evolving demandsWhat We OfferCompetitive compensation and performance-based bonus structureHigh-impact role within a growing, credit-centric investment firmExposure to senior leadership and cross-functional collaborationProfessional growth opportunities within a results-oriented, team-first cultureThe chance to shape and modernize the financial planning infrastructure of a leading alternative asset managerSeniority levelSeniority levelDirectorEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesIndustriesInvestment ManagementReferrals increase your chances of interviewing at Crestline Investors, Inc. by 2xGet notified about new Director of Financial Planning and Analysis jobs in Fort Worth, TX.Director of Financial Planning and AnalysisIrving, TX $130,000.00-$216,600.00 1 week agoDirector, Financial Planning and AnalysisDirector of Financial Planning and AnalysisDallas-Fort Worth Metroplex $150,000.00-$160,000.00 4 days agoArlington, TX $150,000.00-$180,000.00 2 weeks agoDirector of Financial Planning and AnalysisIrving, TX $160,000.00-$220,000.00 2 days agoIrving, TX $160,000.00-$220,000.00 3 days agoIrving, TX $145,000.00-$175,000.00 1 week agoSenior Financial Planning and Analysis ManagerDirector – Financial Reporting and ConsolidationsSenior Director, Enterprise Cash OperationsIrving, TX $150,800.00-$251,400.00 1 week agoDirector of Financial Reporting (On-site)Irving, TX $130,000.00-$216,600.00 2 weeks agoComplex Director of Finance | Sheraton DFW Airport Hotel + DoubleTree DFW Airport | PM Hotel GroupDirector, Third-Party Mutual Fund and ETF Strategy and ManagementWe’re unlocking community knowledge in a new way. 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Created: 2025-10-08