What are the responsibilities and job description for the Director of Financial Planning and Analysis position at Search Services?
DIRECTOR OF FP&A
Energy Corridor
No relocation offered – must reside in Houston, TX
About the Role
Our client is seeking a Director of FP&A to create and develop the company’s financial planning and analysis function. This role will be responsible for building and managing financial models, leading budgeting and forecasting processes, and delivering insights that support strategic decision-making.
Reporting directly to the CFO, this individual will operate within a lean, flat organization and work closely with senior leadership across the business. The role requires a hands-on approach, strong analytical capability, and the ability to operate effectively in a dynamic, fast-paced environment with evolving priorities.
Operating Environment
The company is in an early build phase in the U.S., with established global operations and a growth strategy focused on acquisitions and expansion. The organization has recently closed a private investment round to fuel growth through acquisitions and international expansion, providing the capital needed to execute this strategy.
As a service company rooted in energy infrastructure, the business is also leveraging AI-driven capabilities as a key market differentiator, creating additional complexity and opportunity in how performance is measured and managed.
The FP&A function is not fully built yet. Financial planning, reporting, and analytics are currently managed in Excel, with a significant opportunity to develop scalable models, KPIs, and processes from the ground up.
This is a hands-on role in a lean, flat structure. There are no large, siloed departments to delegate work to—success in this position requires a willingness to work across functions, build processes directly, and operate effectively without extensive infrastructure.
What You Will Do
- Create, develop, and own the company’s financial model—build it, refine it, and stress-test it
- Develop and lead budgeting, forecasting, and long-range planning processes
- Create and deliver actionable financial analytics that drive decision-making across the business
- Develop KPI frameworks and dashboards aligned to growth, profitability, and operational performance
- Partner directly with senior leadership to evaluate growth initiatives, pricing strategies, and investments
- Lead pricing analysis to support margin optimization and commercial decision-making
- Develop scenario models for acquisitions, hiring plans, and strategic initiatives
- Own cash flow visibility, including forecasting, collections performance, and working capital metrics (e.g., DSO)
- Partner cross-functionally to improve collections processes and drive cash discipline
- Build and develop FP&A processes, tools, and reporting infrastructure from the ground up
- Partner closely with the CFO to support investor-facing activities, including financial analysis, reporting, and presentation materials
- Develop board-level reporting and insights to support executive decision-making.
What You Bring
- BBA in accounting or finance
- MBA or master’s in finance is preferred
- Big4 experience in audit, consulting, or transaction services is a big plus
- CPA or CFA
- 8–12 years of FP&A, corporate finance, or related experience (startup or high-growth environment strongly preferred)
- Proven expertise in financial modeling (3-statement models, scenario planning, driver-based forecasting)
- Strong background in financial analytics—you know how to turn data into decisions, not just slides
- Experience working cross-functionally without relying on large, structured teams or dedicated departmental support
- Demonstrated ability to build and develop financial processes in ambiguous environments
- Ability to influence senior leadership and push back when needed
- Advanced Excel/Google Sheets skills; BI tools (Tableau, Looker, Power BI) a plus
- Familiarity with metrics for a services company and relevant industry KPIs
- Strong business acumen and excellent oral and written communication skills
What Sets You Apart
- You create clarity out of messy data instead of waiting for perfect inputs
- You don’t hide behind spreadsheets—you explain what the numbers mean
- You’re comfortable with ambiguity and take initiative to build what doesn’t exist
- You can switch between strategy and execution without slowing down