hireneXus
Director, Financial Planning & Analysis
hireneXus, San Diego, California, United States, 92189
Director, Financial Planning & Analysis
– hireneXus
We are seeking a seasoned FP&A leader to support a highly acquisitive, private equity‑backed consumer service company. The Director will report directly to the CFO and work across the organization to drive strategic financial planning, forecasting, and analysis for both organic and M&A growth.
Key Responsibilities Planning, Forecasting & Modeling
Lead the company’s annual budgeting process and maintain robust financial models for forecasting and scenario analysis.
Partner with senior leadership to develop value creation plans, prioritize strategic initiatives, and define execution timelines.
Build and refine financial frameworks to support long‑term planning and growth strategies.
Performance Management
Develop branch‑level and company‑wide KPI reporting for sales, marketing, operations, and HR.
Deliver actionable analysis of trends, risks, and opportunities to inform executive decision‑making.
Coordinate with project managers to align value creation initiatives with company goals and ensure on‑time execution.
Collaborate with marketing to measure ROI and reallocate investments toward the highest‑performing channels.
Support monthly close activities and review financial results to ensure accuracy and transparency.
Maintain and reconcile a 13‑week rolling cash‑flow forecast to guide liquidity management.
Board & Lender Reporting
Prepare materials and presentations for board meetings, lender updates, and operational reviews.
Participate in board and lender meetings, presenting financial insights and performance highlights.
Oversee quarterly covenant tracking and compliance reporting.
Growth & M&A
Support M&A due diligence and develop financial models for potential acquisitions, including synergy identification and post‑close tracking.
Build and manage integration reporting frameworks to monitor financial and operational performance of acquired entities.
Data & Systems
Leverage data sources and BI tools to deliver deeper insights and enhance decision‑making.
Collaborate cross‑functionally to optimize reporting systems and streamline data collection.
Contribute to ongoing financial and operational improvement initiatives as the organization scales.
Qualifications
8+ years of progressive finance experience, including 3+ years in a leadership or FP&A role.
Proven success in high‑growth, multi‑unit, or field service/trades environments.
Deep understanding of corporate finance, strategic planning, and advanced financial modeling.
Highly proficient in Excel and skilled at synthesizing data from multiple systems.
Experience with financial and operational tools such as ServiceTitan, NetSuite, Qlik Sense/View, SQL, Snowflake, API integrations, Google Ads/LSA, GA4, and Meta Ads.
Prior experience in a private equity–backed organization strongly preferred.
Bachelor’s degree in Finance, Accounting, Economics, Business, Computer Science, or a related field (or equivalent experience).
Referrals increase your chances of interviewing at hireneXus by 2x.
#J-18808-Ljbffr
– hireneXus
We are seeking a seasoned FP&A leader to support a highly acquisitive, private equity‑backed consumer service company. The Director will report directly to the CFO and work across the organization to drive strategic financial planning, forecasting, and analysis for both organic and M&A growth.
Key Responsibilities Planning, Forecasting & Modeling
Lead the company’s annual budgeting process and maintain robust financial models for forecasting and scenario analysis.
Partner with senior leadership to develop value creation plans, prioritize strategic initiatives, and define execution timelines.
Build and refine financial frameworks to support long‑term planning and growth strategies.
Performance Management
Develop branch‑level and company‑wide KPI reporting for sales, marketing, operations, and HR.
Deliver actionable analysis of trends, risks, and opportunities to inform executive decision‑making.
Coordinate with project managers to align value creation initiatives with company goals and ensure on‑time execution.
Collaborate with marketing to measure ROI and reallocate investments toward the highest‑performing channels.
Support monthly close activities and review financial results to ensure accuracy and transparency.
Maintain and reconcile a 13‑week rolling cash‑flow forecast to guide liquidity management.
Board & Lender Reporting
Prepare materials and presentations for board meetings, lender updates, and operational reviews.
Participate in board and lender meetings, presenting financial insights and performance highlights.
Oversee quarterly covenant tracking and compliance reporting.
Growth & M&A
Support M&A due diligence and develop financial models for potential acquisitions, including synergy identification and post‑close tracking.
Build and manage integration reporting frameworks to monitor financial and operational performance of acquired entities.
Data & Systems
Leverage data sources and BI tools to deliver deeper insights and enhance decision‑making.
Collaborate cross‑functionally to optimize reporting systems and streamline data collection.
Contribute to ongoing financial and operational improvement initiatives as the organization scales.
Qualifications
8+ years of progressive finance experience, including 3+ years in a leadership or FP&A role.
Proven success in high‑growth, multi‑unit, or field service/trades environments.
Deep understanding of corporate finance, strategic planning, and advanced financial modeling.
Highly proficient in Excel and skilled at synthesizing data from multiple systems.
Experience with financial and operational tools such as ServiceTitan, NetSuite, Qlik Sense/View, SQL, Snowflake, API integrations, Google Ads/LSA, GA4, and Meta Ads.
Prior experience in a private equity–backed organization strongly preferred.
Bachelor’s degree in Finance, Accounting, Economics, Business, Computer Science, or a related field (or equivalent experience).
Referrals increase your chances of interviewing at hireneXus by 2x.
#J-18808-Ljbffr