Corporate Finance Business Partner

The Finance Director serves as a critical leadership role within a private-equity–backed organization, responsible for driving financial planning, forecasting, capital management, and reporting rigor across the business unit(s). This leader partners closely with the CFO, CEO, functional heads, and the PE sponsor to deliver prompt insights, high-quality financial packages, and data-driven recommendations supporting value creation, operational excellence, and long-range growth.

Key Responsibilities

• Financial Planning & Analysis, Budgeting & Forecasting
• Lead the full annual operating plan (AOP) process, coordinating assumptions, timelines, and deliverables across all functional leaders.
• Develop and maintain monthly/quarterly/weekly forecasts.
• Build longrange planning models (3 year).
• Conduct variance analysis with clear insights and actionable recommendations.
• Develop driverbased financial models.
• Prepare sensitivity/whatif scenarios tied to volume, pricing, cost, and mix.
• Support strategic initiatives.
• Develop & mentor business finance partners with key focus on driving forecasts accuracy.
• Treasury & Liquidity Management
• Own cash flow forecasting and liquidity management.
• Manage banking relationships and reporting.
• Monitor credit facility usage, covenant headroom, net working capital.
• Drive AR, AP, and inventory optimization.
• Management Reporting & Board Materials
• Own monthly reporting packages with KPIs and insights.
• Lead quarterly board deck creation and financial narratives.
• Maintain reporting discipline aligned with PE expectations.
• Establish MBRs, weekly flash reporting, and KPI scorecards.
• Investor Relations & Private Equity Partnership
• Serve as liaison to the PE sponsor.
• Deliver investorready insights into performance and cash.
• Support strategy communication and valuecreation reporting.
• Prepare lender and transactionrelated materials.
• Data, Analytics & Systems Enablement
• Improve BI tools, automation, and reporting infrastructure.
• Build scalable forecasting models and dashboards.
• Lead process improvements in reporting and analytics.
• Cross-Functional Business Partnership
• Partner with crossfunctional business partners across the business
• Support customer economics, pricing tools, and margin analysis.
• Collaborate with Operations on capacity and productivity metrics.
  
  

Qualifications

• Bachelor’s in finance/accounting/economics; MBA preferred.
• 7 to 12 years progressive FP&A experience, ideally in PE.
• Strong modeling and analytical skills.
• Treasury/banking relationship experience preferred.
• Excellent communication and executivelevel presentation skills.
  
  

Success Profile

• Own the numbers and build credibility with CFO, CEO, and sponsor.
• Deliver no surprise forecasting on EBITDA, cash, and covenants.
• Drive accountability across operational and commercial teams.
• Elevate reporting to PEgrade expectations.
• Provide analytics that enable value creation.