Director of Financial Planning and Analysis

Director, Financial Planning & Analysis (FP&A)

Confidential Opportunity | New York Metro Area

A rapidly growing consumer-facing, multi-unit operating company is seeking a Director of FP&A to lead financial planning, forecasting, performance analytics, and strategic decision support across the organization.

Reporting directly to the Vice President of Finance, this highly visible leadership role will partner closely with executive leadership to drive data-driven decision-making, enhance financial processes, and help shape the company's long-term financial strategy.

The ideal candidate combines exceptional financial modeling capabilities, strong business acumen, and proven experience building and scaling FP&A functions in dynamic, growth-oriented environments.

Key Responsibilities

• Lead all FP&A activities, including annual budgeting, forecasting, long-range planning, and monthly business reviews
• Partner with executive leadership to provide strategic financial analysis and actionable business insights
• Build, enhance, and scale FP&A processes, reporting frameworks, and planning infrastructure to support continued organizational growth
• Develop sophisticated financial models to evaluate investments, capital allocation decisions, growth initiatives, and operational performance
• Analyze large and complex datasets to identify trends, risks, opportunities, and key business drivers
• Create executive-level presentations and communicate financial results to senior stakeholders in a clear and compelling manner
• Drive process improvements through automation, advanced analytics, AI-enabled reporting tools, and best-in-class financial planning practices
• Collaborate cross-functionally with Operations, Accounting, Strategy, and other business leaders
• Lead, mentor, and develop a growing FP&A team

Required Qualifications

Non-Negotiable Requirements

• 7 years of progressive experience in FP&A, Strategic Finance, Investment Banking, Equity Research, or a similarly rigorous analytical environment
• Demonstrated experience building, transforming, or scaling an FP&A function, including development of forecasting processes, reporting infrastructure, KPI frameworks, and financial planning capabilities
• Experience creating and implementing FP&A best practices within a high-growth, evolving organization
• Advanced financial modeling expertise with exceptional Excel skills
• Prior experience managing or mentoring finance professionals
• Strong executive presence with the ability to influence senior leadership and business partners
• Bachelor's degree in Finance, Accounting, Economics, or a related field

Preferred Qualifications

• Experience supporting multi-unit, hospitality, consumer, retail, restaurant, travel, or operationally intensive businesses
• Experience with business intelligence platforms, automation tools, and AI-enabled analytics
• MBA and/or CFA designation
• Experience supporting private equity-backed or high-growth organizations

What Makes This Opportunity Unique

• Direct partnership with executive leadership
• Significant visibility and influence across the organization
• Opportunity to modernize and scale the FP&A function
• Ability to shape financial strategy and business decision-making
• Leadership role within a growing, performance-driven organization

To be considered, candidates must have prior experience building, enhancing, or scaling an FP&A function rather than solely operating within an established FP&A environment.