Director Financial Planning and Analysis
hireneXusSan Diego, CA, United States4 days ago
Job type
- Full-time
Job descriptionContinue 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. 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. 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. 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. 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).
Director Financial Planning and Analysis
Join to apply for the Director Financial Planning and Analysis role at hireneXus.
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
Growth & M&A
Data & Systems
Qualifications
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Director Financial Planning • San Diego, CA, United States
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