Director of Financial Planning and Analysis

Job Description A rapidly growing, private equity-backed industrial distribution company is seeking a Director of FP&A to partner directly with the CFO and executive leadership team. This is a highly visible role focused on building scalable financial infrastructure, driving strategic decision-making, and supporting the organization's next phase of growth and acquisition integration. The company operates a complex, multi-site distribution and operations network serving diversified industrial end markets across North America. Why This Opportunity High-impact role reporting directly to the CFO Significant exposure to executive leadership and private equity sponsors Opportunity to build and modernize FP&A infrastructure Lead implementation and optimization of financial reporting / EPM tools Influence operational, commercial, and strategic decisions across the business Strong growth trajectory with acquisition activity and operational expansion Key Responsibilities Planning, Forecasting & Reporting Lead the annual budget, rolling forecasts, and long-range planning processes Develop driver-based financial models tied to revenue, margin, and EBITDA performance Build and maintain 13-week cash flow forecasting and long-term liquidity models Prepare monthly management and board reporting packages, including KPI dashboards, variance analysis, and executive commentary Partner cross-functionally with operations, sales, supply chain, and functional leadership teams to support business decisions Financial Systems & Reporting Automation Serve as the business owner for the company's

FP&A / EPM

platform Partner with IT and accounting leadership to improve reporting automation and data integrity Develop scalable dashboards, consolidated reporting, and self-service analytics tools Support ERP and reporting system integrations related to acquisitions and operational growth Help establish a single source of financial truth across the organization Operational Finance & Margin Analytics Develop customer, product, and SKU-level profitability analysis Analyze margin performance, pricing dynamics, freight, labor, and operational cost drivers Support working capital optimization initiatives across inventory, receivables, and payables Build financial models and ROI analyses for capital investments and operational initiatives Assist leadership in identifying opportunities for efficiency improvements and margin enhancement Qualifications Bachelor's degree in Finance, Accounting, Economics, or related field 7+ years of progressive FP&A, corporate finance, transaction advisory, or investment banking experience Experience within manufacturing, industrial, distribution, chemicals, logistics, or related sectors strongly preferred Prior experience in a private equity-backed environment is a plus Strong financial modeling and analytical capabilities Hands-on experience with modern

FP&A/EPM

tools such as Adaptive Planning, Anaplan, OneStream, Vena, Planful, Prophix, or similar Experience with ERP systems including SAP, NetSuite, Dynamics, Oracle, or comparable platforms Proficiency with Power BI, Tableau, or similar BI/reporting tools preferred Strong communication and executive presentation skills CPA, MBA, CFA, CMA, or FP&A certification preferred but not required Ideal Candidate Profile