Our client—the strategic investment arm of a multi-billion-dollar private-equity platform—needs a Director of Corporate FP&A to turn the financial output of 100-plus legal entities into clear, forward-looking insight for senior leadership.
Position Summary
• Develop and deliver monthly and quarterly management-reporting packages that translate multi-entity consolidations into decision-ready analysis for executives
• Convert entity-level data into roll-up dashboards, scenario models, and variance analyses that spotlight key performance drivers and emerging trends
• Partner with Accounting, Corporate Finance, and portfolio-company teams to validate data accuracy, align assumptions, and ensure cohesive storytelling across all reports
• Provide ad-hoc financial analyses for capital allocation, M&A, and strategic-planning initiatives, including sensitivity testing and what-if modeling
• Monitor KPIs, surface anomalies, and recommend actions to optimize revenue growth, cost efficiency, and working-capital usage
• Lead or support system enhancements, upgrades, and integrations that improve data flow, consolidation speed, and reporting automation
• Promote a data-driven finance culture by standardizing metrics, refining reporting templates, and advancing best practices in visualization and insight delivery
Qualifications & Experience
• 10+ years in FP&A, management reporting, or corporate finance within complex, multi-entity environments (financial services or high-growth corporate settings preferred)
• Strong accounting foundation with working knowledge of journal entries, intercompany eliminations, and consolidation mechanics
• Proven ability to distill large, complex data sets into executive-level narratives that drive decision-making
• Demonstrated success operating in fast-changing environments where systems and processes are evolving; ERP or consolidation-tool implementation experience is a plus
• Advanced Excel skills and familiarity with BI or dashboarding tools (e.g., Power BI, Tableau, OneStream)
• Clear, concise communicator comfortable interfacing directly with C-suite stakeholders and cross-functional teams
Why It Matters
This role sits at the center of a multi-billion-dollar investment platform, transforming the outputs of more than one hundred legal entities into a single, forward-looking narrative. By turning complex data into clear insight, you’ll guide leadership on what’s working, what isn’t, and where to allocate capital next; to directly shape firm-wide strategy and performance.
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