Pinnacle Search
Director of Financial Planning and Analysis
Pinnacle Search, Torrance, California, United States, 90504
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. Bachelors 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
#J-18808-Ljbffr
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. Bachelors 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
#J-18808-Ljbffr