Director of Financial Planning & Analysis (FP&A)
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Position Summary
BARBRI, Inc. is seeking an experienced and forward-thinking Director of FP&A to lead our financial planning, forecasting, and internal reporting efforts. Reporting to the CFO or the VP of Finance and Accounting, this role will serve as a key business partner across functional and business segments, driving insight, accountability, and performance visibility across the organization.
This individual will be responsible for leading the company’s budgeting and forecasting cycles, developing and managing internal and external reporting packages, and designing KPI dashboards and presentations to ensure timely, accurate, and data-driven decision-making. The Director will play a critical role in ensuring we have a "single source of truth" in our financial systems and reporting infrastructure.
Key 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.
* Prepare and manage recurring internal management reports and external investor/lender reporting packages.
* Own the design, implementation, and maintenance of KPI dashboards and reporting tools across the organization, using Power BI and other platforms to help enhance visualization and access to reporting and analysis.
* Assist 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 and drive growth and profitability by evaluating business performance metrics, capital expenditures, spending priorities, and investment needs.
Qualifications
* Bachelor’s degree in Finance, Accounting, or related field; MBA or relevant advanced degree preferred.
* 7+ years of progressive FP&A, accounting, or finance experience, ideally in a private equity-backed or multi-entity environment.
* 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.
* 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, and other financial systems.
* 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.
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