Director, FP&A

Overview

This role leads centralized Financial Planning & Analysis (FP&A) and drives the annual budgeting process and regular forecast updates. The Director, FP&A reports to the SVP, Finance & Treasury and is responsible for internal operational reporting, ownership and administration of the company’s reporting system (Workday Adaptive), financial data analyses, long-range planning modeling, and support for acquisition diligence and related 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.

Ideal location: Orange County, CA. Open to US Remote.

Responsibilities

• Fully own and manage annual planning and forecasting processes, including process and calendar ownership, deliverables, planning system oversight, and driving accountability among operations and budget owners.
• Develop an end-to-end capital expenditure process that begins with the budget, includes Coupa approval, establishes economic models and return metrics, considers accounting guidelines, and incorporates lookback analysis to influence future allocations.
• Support and partner with Treasury on capital expenditure and cash forecasting and funding strategies to reduce the overall cost of capital.
• Provide leadership in scaling the finance organization efficiently, driving process and cost optimization across the organization and participating in continuous improvement initiatives.
• Manage corporate overhead expense budgets (production and delivery), partnering with C-suite and executive leaders, and perform Zero Based Budgeting where appropriate.
• Serve as a trusted strategic partner to executive leadership by providing financial insights, supporting strategic decision-making, and advising on 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 a 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-making support and serving as the hiring approval authority.
• Provide finance-based decision support for implementing new products/processes and maintaining existing ones, including ongoing KPI and report development to support day-to-day operations.
• Lead and participate in mergers and acquisitions financial due diligence and valuation activities, operational/financial modeling, post-close integration, post-mortem acquisition performance, and development of year-one budgets for acquisitions.
• Provide leadership for Annual Incentive Plan and sales commissions plan structures, including managing C-suite accrual calculations.
• Own 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 business performance trends and the organization’s overall financial condition on a regular and ad-hoc basis.
• Administer and maintain the internal reporting and forecasting system (Workday Adaptive).
• Partner with the accounting team to ensure month-end results accuracy, including ensuring EBITDA adjustments are tracked, reviewed, approved, and documented.
• Oversee training, mentoring, and development of direct and/or indirect reports.
• Exercise safe work practices by following all safety rules and OSHA regulations, including completion of 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.
• Maintain a high level of confidentiality and honesty.
• Demonstrated 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 experience in a multi-national company, including influencing senior operational leaders and collaborating effectively with cross-functional partners.
• Experience leading system integration projects and process automation initiatives, including 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 and ability to connect business and operational drivers to financial outcomes across varied service lines, business models, and end markets.
• Effective written, verbal, and presentation skills with the ability to distill complex concepts for non-financial audiences.
• Continuous improvement and change agent mindset.

Preferred Qualifications

• MBA or professional certification (CFA or CPA).
• Deep understanding of accounting and US GAAP.

Compensation & Benefits

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

Location

• Orange County, CA (preferred)
• Open to US Remote