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Sage Search Partners

Director of Financial Planning and Analysis

Sage Search Partners, Dallas

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Director of Financial Planning and Analysis

This range is provided by Sage Search Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$160,000.00/yr - $170,000.00/yr

Direct message the job poster from Sage Search Partners

Recruiter | Accounting & Finance | Human Resources | Talent Acquisition | Strategic Consulting

Our client is a rapidly growing, private‑equity backed consumer brand with 230+ locations and a national footprint. The company is known for its collaborative leadership team, strong financial partners, and a culture of creativity and continuous improvement.

We are seeking a Director of FP&A to lead enterprise planning, forecasting, performance management, and strategic finance initiatives across four business units. This is a board‑facing role reporting directly to the CFO , offering exceptional exposure to the CEO, COO, and cross‑functional leaders.

What You’ll Do

  • Lead the full FP&A cycle, including the annual budget , quarterly forecasts , and long‑range planning for all business units.
  • Own executive‑level reporting: Board decks , strategic review materials, KPI storytelling, and financial insights.
  • Partner closely with Accounting, Merchandising, Marketing, Supply Chain, and Operations to translate business drivers into financial outcomes.
  • Build, maintain, and enhance financial models; driver‑based, multi‑site forecasts.
  • Establish a cadence of weekly/monthly KPIs and variance bridges; ensure data accuracy and reconciliation to GAAP.
  • Manage and mentor a Financial Analyst while helping shape and scale the future FP&A team.
  • Champion improvements in data integrity, BI tools, and forecasting processes during an ongoing systems transformation.

What We’re Looking For

  • 8+ years of progressive FP&A or strategic finance experience in multi‑unit retail, CPG, franchise, or consulting environments.
  • Strong ownership of budgeting, reforecasting, KPI management, and board‑level materials.
  • Advanced Excel skills; experience with BI tools.
  • Strong executive communication and the ability to influence cross‑functionally.
  • Comfort working in a fast‑paced, high‑growth, PE‑backed environment.
  • Bachelor’s degree in Finance/Accounting required; MBA or Master’s preferred .

Why This Role Is Compelling

  • Highly visible role reporting directly to a respected, development‑focused CFO.
  • Opportunity to lead FP&A for a fast‑scaling national brand with an exciting 3–5 year trajectory.
  • Blend of 70% core FP&A and 30% strategic initiatives .
  • Collaborative, modern culture with hands‑on executive leadership.

Seniority level

Director

Employment type

Full‑time

Job function

Finance

Industries: Retail, Restaurants, Real Estate

Benefits: Medical insurance, Vision insurance, 401(k), Disability insurance

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