About the role

  • Director of FP&A at BARBRI, Inc. leading financial planning, budgeting, and reporting efforts. Collaborating with functional teams to drive insight and performance visibility.

Responsibilities

  • Lead the FP&A team and establish the function as a center of excellence.
  • Lead the company’s budgeting, forecasting, and long-range planning processes in close partnership with business unit and functional leaders.
  • Develop and maintain detailed and dynamic financial models across various business segments as needed to support business operations.
  • Prepare and manage recurring internal management reports and external investor reporting packages, including quarterly reporting to the Board of Directors.
  • Own the design, implementation, and maintenance of KPI dashboards and reporting tools across the organization, using Power BI and other platforms to help enhance the visualization and access to reporting and analysis.
  • Assist our corporate development and strategy functions in financial modeling and ad hoc analysis on potential M&A, partnerships or other ventures.
  • Drive continuous improvement in financial reporting processes, data quality, and planning systems to enhance visibility and scalability.
  • Act as a strategic business partner to functional and operational leaders, providing financial insights and decision support.
  • Work closely with Data and RevOps teams to establish and enforce standards for data governance and consistency to create a unified, trusted source of financial and operational data.
  • Support ad hoc financial modeling, scenario analysis, and business case development to guide executive decision-making around internal projects and M&A.
  • Collaborate closely with Accounting to ensure alignment between actuals and forecasts, and to support timely close/reporting cycles.
  • Recommend go-forward strategies to drive growth and profitability by evaluating business performance metrics, capital expenditures, spending priorities and investment needs.

Requirements

  • Bachelor’s degree in Finance, Accounting, or related field; MBA or relevant advanced degree preferred.
  • 5+ years of progressive FP&A, transaction advisory or corporate finance experience; private equity-backed or multi-entity environment preferred.
  • Big 4 or large firm Transaction Advisory Services, private equity, or investment banking background highly preferred.
  • Strong financial acumen with demonstrated analytical ability accompanied by extensive knowledge and ability to model the income statement, balance sheet, and cash flow financial statements.
  • SaaS modeling experience preferred.
  • Demonstrated success in developing and managing dashboards, KPIs, and performance reporting frameworks.
  • Proven experience leading forecasting, budgeting, and management reporting cycles.
  • Strong fluency in financial modeling, scenario planning, and business intelligence tools.
  • Hands-on experience with Power BI, NetSuite, Adaptive Insights, Salesforce, and other financial systems.
  • Advanced Excel skills in addition to experience with PowerPoint and Word.
  • Excellent communication and collaboration skills with a track record of partnering across functional teams.
  • Ability to approach responsibilities with intellectual curiosity and creativity to analyze the business and assess current/future opportunities and risks.
  • Ability to thrive in a dynamic, fast-paced environment with a continuous improvement mindset.

Benefits

  • Health, dental, vision, and life insurance plans to keep you and your loved ones covered.
  • A healthy contribution to your 401(k) retirement savings.
  • Enjoy generous paid time off, including vacation, sick leave, volunteer and other "personal" days, to recharge and explore your interests.
  • Stay healthy and happy with an on-site fitness facility in our HQ, discounts on gym memberships, and wellness initiatives to support your physical and mental well-being.
  • Access our extensive library of educational resources, courses, and workshops to enhance your skills and knowledge in both professional and personal development areas.
  • Enjoy flexible work hours and remote work options, allowing you to manage your schedule and responsibilities effectively.
  • Benefit from opportunities for career growth and advancement through mentorship programs, volunteer opportunities, performance evaluations, and ongoing feedback/coaching sessions.
  • Access our employee assistance program for confidential counseling, legal assistance, and other support services.

Job title

Director of FP&A

Job type

Experience level

Lead

Salary

$150,000 - $170,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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