Job Details

Compensation: $200K - $240K + Bonus + Equity

Location: Long Beach, CA

Position Overview

We are seeking a highly strategic and hands-on Senior Director of Financial Planning & Analysis to join a fast-paced, private equity-backed organization. Reporting directly to the CFO, this individual will lead the FP&A function and play a critical role in driving financial visibility, performance insights, and data‑driven decision‑making across the business.

This role will oversee a team and serve as a key partner to executive leadership, with a strong focus on KPI development, dashboarding, financial modeling, and the company's budgeting and forecasting processes.

• Lead, mentor, and develop a high‑performing FP&A team
• Build scalable processes and infrastructure to support a growing, PE‑backed business
• Establish best‑in‑class FP&A practices, tools, and reporting cadence

Strategic Finance & Business Partnership

• Partner closely with the CFO and executive team to drive strategic planning and operational decision‑making
• Translate financial data into actionable insights that improve performance and support growth initiatives
• Provide thought leadership on business drivers, profitability, and investment opportunities
• Design, implement, and monitor key performance indicators (KPIs) across the organization
• Develop and maintain executive‑level dashboards to track business performance in real time
• Partner cross‑functionally to ensure alignment on metrics and data integrity
• Build and maintain robust financial models to support forecasting, scenario planning, and strategic initiatives
• Analyze business trends, variances, and key drivers to inform recommendations
• Support M&A activity, including diligence and integration modeling as needed

Budgeting & Forecasting

• Lead the annual budgeting process and ongoing forecasting cycles
• Drive accuracy, accountability, and transparency across all planning processes
• Continuously improve forecasting methodologies and tools

PE Stakeholder Support

• Support board reporting and deliverables for private equity sponsors
• Assist in preparation of presentations and materials for board meetings and investor updates
• Ensure alignment with PE expectations around performance tracking and value creation

Qualifications

• Bachelor's degree in Finance, Accounting, or related field required; MBA and/or CPA strongly preferred
• Experience in a private equity‑backed or high‑growth environment preferred; public company experience also welcome
• 10+ years of progressive experience in FP&A, corporate finance, or related fields
• Demonstrated success building, scaling, and leading high‑performing FP&A teams
• Deep expertise in financial modeling, including scenario analysis, sensitivity modeling, and long‑range planning
• Strong experience leading annual budgeting and rolling forecast processes in a dynamic business environment
• Experience with financial systems and planning tools (e.g., Anaplan, Tableau, Vena) strongly preferred
• Excellent communication skills with the ability to distill complex financial data into clear, actionable insights for executive stakeholders
• Highly analytical, detail‑oriented, and able to operate effectively in a fast‑paced, evolving environment