Director of Financial Planning and Analysis
Direct message the job poster from East 57th Street Partners
Director of FP&A
Location: Remote — Preference for candidates based in the DFW or Austin metro areas
Travel: Required to Headquarters (DFW) at least once per month
Compensation: Up to $185K base + 20–30% bonus target
Company Type: Private Equity–Backed | Recent Carve-Out
Industry Focus: Retail + CPG + Restaurant Franchise Operating Models
Overview
Our client, a private equity firm that recently completed a carve-out in the retail/CPG and restaurant franchise space, is seeking a Director of FP&A to build, scale, and lead the financial planning and analysis function. Reporting directly to the CFO , this leader will own budgeting, forecasting, reporting, and forward-looking analytics, while building out a newly created FP&A organization.
This position is designed for someone who thrives in high-growth environments, is energized by building from a blank slate, and has deep familiarity with multi-unit economics, retail operating models, and franchise structures.
Key Responsibilities
Build & Lead the FP&A Function
- Stand up all FP&A reporting, forecasting, and analytical frameworks from inception.
- Build a team of four to start: 1 FP&A Manager + 3 Sr. Analysts/Analysts .
- Implement scalable dashboards, KPI suites, and recurring cadence for business visibility.
Strategic Partnership & Insights
- Serve as a central business partner to the CFO, PE sponsors, and executive leadership.
- Lead board & investor reporting, KPI analysis, performance discussions, and strategic planning.
- Own annual operating plan, long-range planning, and scenario modeling.
- Evaluate store-level economics, contribution margin, product lifecycle performance, and channel profitability.
- Identify EBITDA uplift levers related to menu mix, pricing strategy, labor, COGS, distribution, and supply chain.
- Build decision-making frameworks to support product innovation and franchising expansion.
- Support ongoing carve-out integration, including system alignment and reporting consolidation.
- Contribute to future acquisition assessment, modeling, operator diligence, synergy tracking, and post-close planning.
Qualifications
- 7–12+ years of progressive FP&A experience.
- Experience in retail, CPG, or multi-unit restaurant/franchise operations required.
- Prior exposure to private equity, carve-outs, M&A integration, or rapid scale environments preferred.
- Proven ability to build an FP&A team, reporting infrastructure, models, and systems.
- Strong executive communication and board-facing presentation skills.
- Advanced Excel/financial modeling capability with comfort in ambiguity and rapid change.
Ideal Candidate Summary
- Strong command of unit economics, labor/COGS levers, pricing strategy, and venue-level profitability
- Hands-on operator with the ability to build infrastructure, process, people, and reporting
- Confident executive partner with the ability to influence outcomes and drive clarity
- Comfortable in a fast-growth, private equity-backed carve-out environment
- Passion for building a team and creating repeatable FP&A excellence