# Sr Director FP&A

**Company**: Energy Exemplar
**Location**: Salt Lake City, Utah
**Experience**: executive
**Job type**: full-time
**Category**: Finance
**Industry**: Technology

**Apply**: https://job-boards.greenhouse.io/energyexemplarllc/jobs/5477227008?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/sr-director-fp-and-a-59f06da9-41d/

## Description

We are seeking a dynamic and strategic Sr Director of Financial Planning & Analysis (FP&A) to lead the company's global financial planning, forecasting, and analysis function.

This executive will be a key member of the finance leadership team, partnering closely with the CFO, CEO, and other senior leaders to drive financial strategy, performance optimization, and long-term value creation.

Key Responsibilities:

- Drive the overall FP&A vision, aligning financial strategies with company goals and ensuring consistent execution across global business units.

- Lead the annual, quarterly, and multi-year forecasting processes, ensuring alignment with strategic initiatives and operational priorities.

- Establish and manage key performance indicators (KPIs) and financial dashboards to monitor organizational performance, providing real-time insights to the executive team.

- Oversee complex financial modeling, ROI assessments, and scenario planning to support investment decisions, pricing strategies, and business transformation initiatives.

- Present financial results, forecasts, and strategic recommendations to the Board of Directors and Executive Leadership Team, translating financial data into actionable insights.

- Collaborate with business unit leaders to evaluate strategic opportunities, drive operational efficiency, and enhance profitability.

- Partner with the accounting and corporate finance teams to ensure consistency between management reporting and external financial statements.

- Champion continuous improvement in financial processes, analytics capabilities, and planning tools to enhance scalability and accuracy.

- Build, mentor, and lead a high-performing FP&A organization, fostering analytical rigor, innovation, and strategic partnership across the finance function.

- Lead or sponsor special initiatives, including M&A analysis, integration planning, and capital allocation strategies.

- Identify and implement AI-enabled tools and automation to streamline finance processes, improve efficiency, and strengthen the accuracy and timeliness of financial insights.

Candidate Requirements & Qualifications:

- Bachelor's degree in Finance, Accounting, Economics, or a related field (MBA or relevant master's preferred)

- 10+ years of progressive FP&A experience within a software or PE-backed organization, including 5+ years in a leadership or executive-level role

- Proven track record of driving financial strategy and business performance in a complex, global, or high-growth organization

- Exceptional analytical, strategic thinking, and problem-solving skills

- Executive-level communication, presentation, and stakeholder management capabilities

- Advanced proficiency in financial modeling, forecasting, and business intelligence tools (e.g., Adaptive, Hyperion, Tableau, Power BI)

- Knowledge of ERP systems such as NetSuite

- CPA, CFA, or similar financial certification strongly preferred

- Experience leading organizational transformation, scaling FP&A capabilities, and building high-impact teams

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## Skills

### Required
- Financial Planning & Analysis
- Financial Modeling
- Forecasting
- Business Intelligence
- ERP Systems

### Nice to have
- Adaptive
- Hyperion
- Tableau
- Power BI
- NetSuite
- CPA
- CFA

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Source: [Apply at job-boards.greenhouse.io](https://job-boards.greenhouse.io/energyexemplarllc/jobs/5477227008?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)