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Director of Financial Planning and Analysis

Posted today

confidentialCharlotte (NC)

SENIORITY

Manager

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About the role

The client is seeking a finance professional to join a collaborative and evolving finance organization within an established, industry-leading company experiencing ongoing growth and investment. This role offers the opportunity to work alongside experienced finance professionals and business leaders, contributing to business performance, strategic initiatives, and long-term value creation. The organization values an ownership mindset, innovation, accountability, and encourages individuals to make a meaningful impact on the business while shaping processes and influencing strategic decisions. In this position, the successful candidate will partner with senior finance leadership and cross-functional business leaders to provide strategic financial insights that influence enterprise-wide decisions and growth initiatives. Responsibilities include developing and maintaining sophisticated financial models focused on EBITDA performance, cash flow forecasting, revenue analysis, and profitability. The role will also involve evaluating strategic business investments, driving financial planning and analysis activities, analyzing business performance, and preparing financial analyses and recommendations for senior leadership to support informed decision-making. The ideal candidate will have a bachelor's degree in Finance, Accounting, Economics, or a related discipline, with an MBA or advanced degree considered a plus. Progressive experience in Financial Planning and Analysis, Strategic Finance, or Corporate Finance at a senior level is expected, with a preference for those who have worked within private equity-backed portfolio companies. Strong financial modeling and analytical capabilities are essential, along with the ability to collaborate across teams, navigate ambiguity, and contribute to the ongoing success and transformation of the organization.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

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