Director of Financial Planning & Analysis (FP&A)

Location: Austin, Texas 78701

Work Arrangement: Hybrid

Employment Type: Full-Time

Position Overview

We're seeking a strategic and visionary Director of Financial Planning & Analysis to lead enterprise-wide financial planning, forecasting, and performance analysis. In this pivotal role, you'll partner closely with executive leadership to deliver actionable financial insights, drive strategic decision-making, and ensure financial discipline across the organization. You'll own comprehensive financial modeling, lead reforecasting initiatives, oversee liquidity forecasting, and coordinate FP&A excellence across multiple business units. This is an exceptional opportunity to shape financial strategy at a senior level and make a meaningful impact on organizational success.

Key Responsibilities

Strategic Financial Planning, Forecasting & Modeling

• Own and lead the development, maintenance, and continuous enhancement of comprehensive financial operating models that drive strategic decision-making
• Drive the budgeting and reforecasting process, analyzing business changes, risks, and opportunities to ensure forecasts reflect current operating conditions and market dynamics
• Develop and maintain dynamic financial models to assess scenarios, including historical trend analysis, sensitivity modeling, and forward-looking projections
• Provide actionable insights through variance analysis comparing actual results to budget, forecast, and prior periods, identifying key drivers and trends

Liquidity & Cash Flow Forecasting

• Own the review and oversight of enterprise liquidity forecasting, ensuring accurate near- and long-term cash flow visibility across all business units
• Partner with Treasury and Finance leadership to assess cash needs, evaluate capital allocation strategies, and identify funding requirements
• Identify potential risks and opportunities impacting liquidity and recommend proactive mitigating actions

Advanced Financial Modeling & Valuation

• Perform NPV, IRR, and ROI analyses to evaluate investments and capital projects
• Build discounted cash flow (DCF) models to assess long-term financial viability and support strategic initiatives

Commission Accounting & Buyback Analysis

• Oversee financial modeling and accounting implications of commission structures, including:
  • Commission capitalization and amortization accounting
  • Commission buyback program analysis and financial impact assessment
• Analyze financial impact of commission buyback programs on revenue recognition and profitability

Reporting & Financial Storytelling

• Design, create, and continuously improve financial exhibits, dashboards, and executive-level reporting packages that tell compelling financial stories
• Deliver clear, concise, and insightful analysis tailored to senior leadership and Board-level audiences
• Establish standardized reporting frameworks to ensure consistency, transparency, and scalability across the organization

Strategic Analysis & Scenario Planning

• Lead the creation of historical scenario analysis to inform future forecasting assumptions and strategic planning
• Conduct deep-dive analyses into business drivers, identifying key trends and performance indicators that influence organizational strategy
• Support strategic initiatives such as M&A, investment decisions, and operational improvements through data-driven financial analysis

Enterprise FP&A Leadership & Coordination

• Coordinate and lead FP&A activities across multiple business units and/or portfolio of companies, ensuring alignment and consistency
• Establish best practices, processes, and governance standards for FP&A across the organization
• Ensure alignment and consistency in financial planning, reporting, and analysis across all entities
• Mentor and develop FP&A team members, fostering a high-performing finance function and building organizational capability

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 10+ years of progressive finance experience, including leadership roles in FP&A or similar strategic finance functions
• Proven expertise in financial modeling, scenario analysis, and forecasting
• Strong experience with liquidity forecasting and cash flow analysis
• Advanced proficiency in financial systems and tools (Excel, ERP systems, FP&A software)
• Exceptional analytical, communication, and executive presentation skills
• Demonstrated ability to influence and partner effectively with senior leadership

Preferred Qualifications

• MBA or CPA certification
• Experience in multi-unit or portfolio company environments
• Background in commission-based business models
• Exposure to M&A activities and integration planning
• Experience with advanced FP&A software platforms and data analytics tools

Key Competencies

• Strategic Thinking & Business Acumen: Ability to translate financial data into strategic insights that drive business decisions
• Advanced Financial Modeling & Analytical Rigor: Expertise in building sophisticated models and conducting thorough financial analysis
• Executive Communication & Storytelling: Skill in presenting complex financial information in clear, compelling ways to senior audiences
• Cross-Functional Leadership & Collaboration: Proven ability to lead, mentor, and influence across organizational boundaries
• Process Improvement & Scalability Mindset: Drive for continuous improvement and building systems that scale with organizational growth

Reporting Structure

• Reports to: Chief Financial Officer (CFO)
• Direct Reports: FP&A Analysts and finance team members

Ready to Make an Impact?

If you're a strategic finance leader excited about driving financial excellence and shaping organizational strategy, we'd love to hear from you. Apply now to join our team in Austin and take your FP&A career to the next level.