What are the responsibilities and job description for the Director of Financial Planning and Analysis position at hireneXus?
Director of Financial Planning & Analysis
This position sits within a newly purchased, PE backed facilities service organization. We are seeking a strategic and hands-on Director of Financial Planning & Analysis (FP&A) to lead the corporate FP&A function at a recently acquired, private equity-backed portfolio company. This high-impact role reports directly to the CFO and plays a critical part in shaping the company’s financial strategy through forecasting, budgeting, and Board-level reporting.
The Director will drive performance insights across a multi-site, branch-based organization, supporting operational leaders and helping standardize reporting across locations. This individual will play a key role in post-acquisition integration and in building scalable, enterprise-wide reporting processes. The ideal candidate brings strong FP&A expertise, an operational mindset, and experience in distributed or multi-location environments.
Office Environment: Would prefer candidates to reside in the greater DFW area
Key Responsibilities
- Lead financial planning, budgeting, forecasting, and consolidated reporting across multiple branches and business units.
- Develop and deliver high-quality, Board-ready reporting packages, including financial results, KPIs, and operational performance insights.
- Manage and optimize financial systems, ensuring seamless integration with platforms such as Power BI and NetSuite.
- Build and maintain scalable dashboards and analytics across financial and operational metrics, including branch performance, pricing, and labor efficiency.
- Oversee financial modeling and scenario analysis to support strategic initiatives such as acquisitions, geographic expansion, and operational improvements.
- Support post-acquisition integration efforts, including aligning reporting, standardizing KPIs, and integrating financial systems across newly acquired entities.
- Partner with field leadership and corporate teams to enhance financial visibility and enable data-driven decision-making at both branch and enterprise levels.
- Conduct market, industry, and economic analysis to inform strategic planning and growth initiatives.
- Benchmark performance across branches to identify trends, risks, and opportunities for margin improvement and operational efficiency.
Required Skills & Attributes
- Strong business and financial acumen, ideally within a private equity-backed or high-growth, multi-site environment.
- Experience working in a branch-based or distributed operating model, such as field services, construction, or facilities services.
- Demonstrated expertise in financial systems and consolidation tools, with OneStream experience preferred.
- Proven ability to build and scale FP&A processes in complex, fast-paced organizations.
- Strong analytical and problem-solving skills with a high level of attention to detail.
- Executive presence with the ability to clearly communicate financial insights to senior leadership and Boards.
- Ability to manage multiple priorities effectively, with a strong sense of urgency and organization.
Education & Experience
- Bachelor’s degree in Finance, Accounting, or a related field.
- 5–8 years of progressive experience in FP&A, corporate finance, or related disciplines.
- Experience supporting multi-location or operationally complex organizations.
- Prior experience within a private equity-backed portfolio company preferred.
- Hands-on experience with financial reporting, modeling, and acquisition integration.
- Advanced proficiency with financial tools and systems such as OneStream, Microsoft Dynamics, Power BI, and NetSuite.