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FP&A Director for Private-Equity Backed, Financial Services Firm!

StevenDouglas
Delray Beach, FL Full Time
POSTED ON 5/8/2026
AVAILABLE BEFORE 6/6/2026

StevenDouglas has partnered with a private equity backed, high-growth financial services firm that is actively seeking an FP&A Director to join their team! Reporting directly to the CFO, the FP&A Director will lead and coordinate the firm's financial planning and analysis duties including preparing annual budgets, forecasting/variance analysis duties, liquidity planning, and other decision support analytics.


This is an AMAZING opportunity to join a firm that StevenDouglas has partnered with successfully over the years and has placed multiple individuals. You will be overseeing 2 Analysts that StevenDouglas has placed and are strong performers. The company offers a great working culture and competitive benefits.


Responsibilities of the role include:

  • Provide decision support analytics for members of Senior Leadership and the C-Suite, as well as the Private Equity sponsor
  • Develop real-time business intelligence dashboards through Power BI
  • Develop financial models to assist Senior Leadership making informed business decisions, and make recommendations based on findings
  • Assist CFO with investor relations requests, and other ad-hoc projects


Requirements:

  • 7 years of FP&A experience, previous experience in financial services required
  • Advanced financial modeling skills including experience with three-statement financial models
  • Strong MS Excel Skills, exposure to Power BI Dashboards preferred
  • Strong communication skills with the ability to present to the C-Suite, and Private Equity sponsor

Salary : $160,000 - $190,000

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