Director of Financial Planning and Analysis

(This is for a RevPilots' client)

Director, FP&A

LOCATION: Austin, TX (Hybrid – 3 days/week in office) | Remote considered (quarterly travel to Austin HQ required)

POSITION SUMMARY

Our client is a growing platform of home services brands built through strategic partnerships and organic growth. They partner with strong local operators and provide shared services that help teams scale in a disciplined, effective way. Finance plays a key role in supporting this growth by delivering proactive, actionable insights that drive better decision-making and long-term value creation.

The Director, FP&A, serves as a corporate finance partner responsible for planning, forecasting, and performance management across our client’s portfolio. This role works cross-functionally to translate brand-level activity into clear, enterprise-wide insights, helping leadership understand performance and make informed decisions.

This position is designed as a growth opportunity, with the long-term goal of developing into a future CFO. The role offers regular exposure to the CFO, executive leadership team, and private equity partners, providing meaningful visibility and impact across the organization.

ESSENTIAL JOB FUNCTIONS

Planning, Budgeting & Forecasting

• Own the annual budget and rolling forecast process across all brands in partnership with Finance and Ops
• Consolidate brand-level inputs into a clear enterprise forecast that leadership can rely on
• Maintain headcount, revenue, and margin models tied to operational drivers (inspectors, sales reps, capacity, conversion, pricing)
• Support long-range planning and scenario modeling tied to growth initiatives and acquisitions

Monthly Reporting & Performance Management

• Prepare monthly FP&A operational reviews for leadership and stakeholders
• Analyze actuals vs. budget and forecast, with a focus on actionable drivers, not surface-level variance explanations
• Track and report KPIs by brand, including revenue, margin, labor efficiency, and growth metrics
• Partner closely with Accounting to ensure alignment between financial results and forecasts

Debt Reporting/Management

• Manage debt principal, interest payments forecast
• Prepare covenant reporting and forecasting

Brand & Functional Business Partnering

• Serve as the finance partner to brand leaders and functional heads (Ops, Sales, Marketing, HR)
• Help leaders understand performance, trade-offs, and the financial impact of decisions
• Provide ad hoc analysis for leadership questions and time-sensitive decisions

M&A and Integration Support

• Build and maintain acquisition pro formas and return models
• Perform asset purchase accounting on acquisitions
• Support post-acquisition integration through forecasting, synergy tracking, and performance monitoring
• Help bring newly acquired brands into our client’s financial cadence and reporting standards

Process, Tools & Scale

• Build and design FP&A processes as our client grows, with an emphasis on clarity, consistency, and speed
• Improve forecasting accuracy and reporting efficiency as the number of brands increases and markets expand
• Partner with Finance leadership on tooling, dashboards, and standardization efforts
• Establish repeatable rhythms between Accounting, FP&A, and brand leaders

SKILLS AND ABILITIES

• AI understanding and utilization required
• Experience in a PE-backed, multi-entity, or roll-up environment strongly preferred
• Acquisition modeling and integration work strongly preferred
• Combination of strategic thinking/presentation and detailed analysis
• Strong financial modeling and forecasting skills
• Advanced Excel required; experience with ERPs, BI tools, or financial planning systems preferred
• Ability to synthesize complex data into clear insights for non-finance leaders
• Comfortable operating in a growing, evolving environment
• Confident communicator who can engage with senior leaders
• Detail-oriented, accountable, and organized
• Comfortable owning outcomes without rigid guardrails

MINIMUM REQUIREMENTS

• 7 years in FP&A, corporate finance, or strategic finance

WHY JOIN OUR CLIENT

• High-impact role with visibility across leadership and brands
• Detailed experience with a Private Equity firm
• Opportunity to help shape business and finance strategy in a rapidly growing platform
• Collaborative culture that values thoughtful growth and strong partnerships
• Competitive compensation: $180,000 base salary 15% target bonus
• Full benefits: medical, dental, and vision

If you are a results-driven professional passionate about acquisitions and business growth, we want to hear from you.