Director, FP&A

Overview

This role involves leading centralized Financial Planning and Analysis (FP&A) for the organization. The Director, FP&A reports to the SVP, Finance & Treasury and is responsible for annual budgeting, regular forecasting updates, internal operational reporting, financial data analysis, long-range planning, and support for acquisitions and other financial initiatives.

The compensation range for this role is $175,000 - $200,000 USD, plus an annual bonus (15% - 20%), commensurate with experience, skills, and geographic location.

Ideally, candidates are based in Orange County, CA, but the role is open to US Remote.

Responsibilities

• Fully own and manage annual planning and forecasting processes, including process/calendar ownership, deliverables, planning system management, and accountability among operations and budget owners.
• Develop a robust end-to-end capital expenditure (capex) process, starting with the budget; including Coupa approval; establishing economic model and return metrics; considering accounting guidelines; and incorporating lookback analysis to inform future allocation.
• Build expertise across a range of capex types, including growth and maintenance, equipment, vehicles, long-term project capital, and software development.
• Collaborate with Treasury on capital expenditure and cash forecasting and funding to reduce overall cost of capital.
• Provide leadership in scaling the finance organization efficiently, driving process and cost optimization across the company and participating in continuous improvement programs.
• Manage production and delivery of corporate overhead expense budgets, partnering with C-suite and executive leaders; perform Zero Based Budgeting where appropriate.
• Serve as a trusted strategic partner to executive leadership by providing financial insights and supporting strategic decision-making and capital allocation aligned with growth priorities.
• Support internal and external reporting, including executive team reporting, board of directors materials, investor presentations, Key Performance Indicator (KPI) definitions and messaging, and related analysis.
• Partner with Corporate Accounting, IT, and Global Business Services on ERP (Workday) data model management and operational/management reporting, with strong understanding of transactional process flows.
• Act as primary business partner for Corporate Sales, Marketing, IT, Safety, Human Resources, Strategy, and Legal—providing strategic decision support, supporting growth and efficiency initiatives, and serving as the hiring approval authority.
• Provide finance-based decision support for implementing new products and processes and maintaining existing ones, including ongoing development and maintenance of KPIs and reports for functional teams.
• Lead and contribute to mergers and acquisitions financial due diligence and valuation, operational/financial modeling, post-close integration, post-mortem acquisition performance, and year-one budget development for acquisitions.
• Provide leadership in Annual Incentive Plan and sales commissions plan structures, including managing accrual calculations for C-suite.
• Oversee components of bank compliance covenant reporting and forecast covenant ratios, including working capital, cash tax, interest, and EBITDA adjustments.
• Identify and present profitability drivers and KPIs that indicate trends in business performance and overall financial condition on a regular and ad-hoc basis.
• Administer and maintain the internal reporting and forecasting system (Workday Adaptive).
• Partner with accounting to ensure month-end results accuracy, including tracking, reviewing, approving, and documenting EBITDA adjustments.
• Oversee training, mentoring, and development of direct and/or indirect reports.
• Exercise safe work practices by following all company safety rules and OSHA regulations, including attendance at all required safety training programs.
• Perform other duties as assigned.

Requirements

• 15+ years of Finance and/or Accounting experience, including 10+ years in FP&A with at least 5 years in a senior leadership role.
• Bachelor’s Degree in Finance, Accounting, Economics, or a related field from an accredited university is required.
• MBA or professional certification (CFA or CPA) is preferred.
• High level of confidentiality and honesty.
• Ability to lead through ambiguity and change.
• Demonstrated ability to build and lead annual planning, forecasting, and analytical processes.
• Strong organizational skills with the ability to manage multiple projects and priorities in a fast-paced, project-based services company.
• Experience with M&A, including financial modeling, diligence, and integration.
• Prior roles in a multi-national company, influencing senior operational leaders and collaborating effectively with cross-functional partners.
• Experience leading system integration projects and process automation initiatives, including proficiency in system configuration, report building, and data model management.
• Familiarity with Workday Adaptive and data visualization tools, including building queries for financial planning and analysis.
• Strong business acumen with a proven track record of understanding business and operational drivers that result in financial outcomes across service lines, business models, and end markets.
• Deep understanding of accounting and US GAAP preferred.
• Effective written, verbal, and presentation skills, including the ability to distill complex concepts for non-financial audiences.
• Continuous improvement and change agent mindset with persistence.

Compensation & Benefits

• Base salary range: $175,000 - $200,000 USD
• Annual bonus: 15% - 20% (commensurate with experience, skills, and geographic location)

Location

• Orange County, CA (preferred)
• US Remote (open)