Director of FP&A

DIRECTOR OF FP&A
Youngstown, Ohio
$150,000- $200,000 + Bonus

A growing, multi-location organization is seeking a Director of FP&A to lead financial planning, forecasting, financial modeling, and strategic finance initiatives. This is a highly visible role partnering directly with executive leadership and will have exposure to M&A activity, banking relationships, treasury management, and long-term financial strategy.

The ideal candidate is a strategic finance professional with strong modeling skills who can move beyond traditional FP&A and serve as a key financial partner to the executive team.

OVERVIEW OF THE DIRECTOR OF FP&A ROLE:

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• Lead annual budgeting, forecasting, and long-range financial planning
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• Develop sophisticated financial models to support strategic decisions, growth initiatives, and business planning
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• Build financial models and analysis related to M&A, acquisitions, investments, and other strategic opportunities
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• Support due diligence, valuation analysis, transaction modeling, and integration planning for M&A activity
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• Manage and maintain relationships with banks, lenders, and other financial institutions
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• Partner with leadership on treasury management, cash flow planning, liquidity, and capital structure
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• Monitor cash flow, working capital, debt, and overall financial liquidity
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• Serve as a key point of contact with banking partners and assist with financing activities
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• Analyze business performance, profitability, revenue trends, and operating metrics
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• Develop and maintain executive-level reporting and KPI dashboards
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• Provide leadership with scenario analysis and recommendations regarding growth, investments, and capital allocation
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• Partner with Accounting to ensure accurate financial reporting and meaningful variance analysis
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• Identify opportunities to improve financial processes, reporting, forecasting, and decision-making
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• Present financial analysis and recommendations to senior leadership
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• Support other strategic finance initiatives and special projects as the organization continues to grow
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PREFERRED QUALIFICATIONS FOR THE DIRECTOR OF FP&A:

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• Bachelor's degree in Finance, Accounting, Economics, or related field
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• 7+ years of progressive FP&A, corporate finance, investment banking, or strategic finance experience
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• Strong financial modeling and forecasting expertise
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• M&A and transaction modeling experience strongly preferred
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• Experience working with banks, lenders, or other financial institutions
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• Understanding of treasury, cash management, liquidity, and capital structure
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• Advanced Excel skills and strong financial modeling capabilities
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• Experience working with senior executives and presenting financial information to leadership
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• Strong business acumen and ability to translate complex financial information into actionable recommendations
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• Experience in a multi-location, retail, consumer, real estate, or similarly operational environment is a plus
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• CPA, CFA, or MBA is a plus
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