What are the responsibilities and job description for the Director / Senior Director - Financial Planning and Analysis (Manufacturing) position at Hire Talent?
Director / Senior Director, FP&A
Southlake, Texas
Hire Talent is conducting a confidential search on behalf of a private equity-backed, multi-location manufacturing and distribution company serving the heavy-duty engine and industrial aftermarket across North America.
This highly visible role reports directly to the CFO and will lead financial planning, forecasting, liquidity management, executive reporting, and business performance analysis. The ideal candidate is a hands-on FP&A leader who can build complex models, partner with executive leadership, and drive financial insight across a growing organization.
Responsibilities:
Financial Planning & Forecasting
- Lead annual budgeting, rolling forecasts, and long-range planning
- Own the integrated three-statement model (P&L, Balance Sheet, Cash Flow)
- Develop cash flow, liquidity, and working capital forecasts
- Perform scenario, sensitivity, and risk analysis
- Improve forecast accuracy and financial visibility
Reporting & Performance Management
- Lead monthly, quarterly, and annual reporting for executive leadership, Board members, lenders, and private equity stakeholders
- Analyze business performance, profitability, EBITDA, cash flow, and working capital
- Deliver actionable variance analysis and KPI reporting
- Consolidate results across multiple entities, locations, currencies, and ERP systems
Business Partnership
- Partner with Operations, Sales, Supply Chain, Manufacturing, and Purchasing leaders
- Evaluate pricing, margins, inventory, branch profitability, and cost drivers
- Develop business cases for investments and strategic initiatives
- Support acquisitions, integrations, and growth initiatives
Systems & Process Improvement
- Enhance FP&A systems, reporting tools, and automation
- Standardize planning, forecasting, and reporting processes
- Drive improvements in financial data quality and reporting efficiency
- Leverage tools such as Power BI, Datarails, Dynamics 365, and Excel
Leadership
- Lead and develop the FP&A team
- Establish accountability, priorities, and best practices
- Serve as a trusted advisor to the CFO and executive leadership team
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 10 years of progressive FP&A experience; prior Director-level or senior FP&A leadership experience
- Advanced financial modeling, strong understanding of cash flow, working capital, forecasting, and financial statements
- Experience in manufacturing, distribution, industrial products, or other inventory-intensive environments
- Multi-entity and multi-site operations, ideally with acquired businesses
- Private equity-backed company experience with direct sponsor reporting
- Board, lender, and investor reporting exposure
- Dynamics 365, Power BI, NetSuite, or similar platforms
- MBA, CPA, or CFA preferred
- M&A, integration, or strategic planning experience
Ability to manage analysts and independently produce board-level reporting