Director, Financial Planning & Analysis at hireneXus

Director of Financial Planning and Analysis

This position sits within a highly acquisitive, PE backed consumer service company.

Reporting directly to the CFO, the Director of FP&A will oversee financial and operational forecasting, budgeting, and the development of high-impact analyses and insights to support key stakeholders across the organization—including senior leadership, accounting, marketing, operations, HR, the Board of Directors, and lenders. This role will have a significant voice in shaping strategic decisions and equipping teams with actionable data to drive both organic and M&A-related growth initiatives.

Key Responsibilities

Planning, Forecasting & Modeling

• Lead the company’s annual budgeting process, maintaining 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

• Continue developing branch-level and company-wide KPI reporting to support sales, marketing, operations, and HR teams.
• Deliver actionable analysis of trends, risks, and opportunities to inform executive decision-making.
• Partner 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 available 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).