FP&A Director

Our client is an agile PE-backed organization currently navigating a period of explosive growth. Operating within a high-volume transaction-driven model they require a finance leader who can act as a true extension of the CFO.

This isnt just about managing a budget; its about building the engine. You will own the FP&A function end-to-end moving beyond traditional support to drive financial strategy improve visibility and prepare the organization for its next level of expansion.

Key Responsibilities

• Own the Function: Lead the end-to-end FP&A cycle including month-end close support rolling forecasts annual planning and executive reporting.
• Build & Refine: Establish scalable processes and a consistent reporting cadence that provides one version of the truth for the board and leadership.
• Strategic Partnership: Act as a right hand to the CFO translating complex transaction data into actionable narratives and performance insights.
• Revenue & Cost Mastery: Own both sides of the P&L specifically focusing on revenue forecasting within a transaction-based model (volume pricing and margin dynamics).
• Insight Generation: Identify business drivers risks and opportunities to support data-backed decision-making.

The Ideal Profile

• Experience: 815 years of progressive FP&A experience with a clear track record of owning the full cadence of a finance department.
• Industry Knowledge: Prior experience in Fintech Payments or SaaS is highly preferred specifically within transaction-driven revenue models.
• Communication: Exceptional executive storytelling skills; you can distill complex data into clear high-level strategic takeaways.
• Technical Rigor: Advanced Excel and financial modeling skills are a baseline requirement.
• Mindset: Comfortable operating as a lead or sole resource in a lean fast-paced PE environment where getting your hands dirty is part of the success.

What Success Looks Like

In the first year you will have established a reliable scalable FP&A cadence that reduces the CFOs involvement in day-to-day execution and significantly elevates the quality of financial decision-making for the entire organization.