Pinnacle Search
Director of Financial Planning and Analysis
Our client is seeking a dynamic Head of FP&A, Right Hand to the CFO, to bring the FP&A capabilities to the next level. Our client is a high growth and highly acquisitive, services firm headquartered in the greater Los Angeles area. The ideal candidate is a builder & creator who has strong modeling skills including pro forma forecasting, thrives in fast paced environments, motivates and mentors their team, and has strong M&A diligence and integration experience.
Leadership – People & Processes
- Lead and mentor a team of financial analysts, ensuring high-quality deliverables and fostering a collaborative and growth-oriented work environment.
- Develop and present comprehensive financial models, metrics, and insights to senior leadership, enabling data-driven decision-making. Provide actionable recommendations based on financial performance.
- Identify opportunities for process improvements within the FP&A function and collaborate on implementing best practices to increase efficiency and effectiveness.
Reporting, Planning & Analytics
- Oversee the preparation of quarterly and annual budgets, forecasts, and financial reports.
- Analyze financial performance and perform variance analyses to identify key trends, risks, and opportunities.
- Ensure accurate and timely reporting of financial results and provide financial insights to drive performance improvements.
Business Partnering
- Provide financial leadership and strategic support to business development initiatives, including financial modeling, due diligence, and evaluation of potential growth opportunities to drive informed decision-making and business expansion.
- Partner with department heads, business units, and senior leadership to support financial planning, budgeting, and performance evaluation.
- Support senior leadership with special financial analyses, strategic initiatives, and other ad-hoc reporting needs.
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- MBA or professional certification (CFA, CPA, etc.) preferred
- Minimum of 7-10 years of experience in financial planning and analysis, with a strong background in budgeting, forecasting, and financial modeling
- Minimum of 5 years of experience leading a team of financial analysts and collaborating with senior leadership
- Experience in a private equity-backed company is a plus
The position requires the following skills and abilities
- Advanced proficiency in financial modeling, data analysis, and reporting tools (e.g., Excel, MS Business Solutions, Solver, Power BI, and other financial software)
- Experience with M&A, strategic planning, and corporate finance in a fast-paced, growth-oriented environment
- Exceptional analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights
- Excellent communication and presentation skills, with the ability to convey financial information to both financial and non-financial stakeholders
- Proven track record of mentoring and developing a team
- High level of attention to detail and accuracy, with the ability to prioritize and meet deadlines in a fast-paced environment
- Strong business acumen and ability to work cross-functionally to drive business objectives
Seniority level
- Executive
Employment type
- Full-time
Job function
- Finance and Strategy/Planning
Industries
- Business Consulting and Services
- Financial Services