Remote Role -
MUST BE IN EASTERN OR CENTRAL TIME ZONE
Director, Strategic Finance (FP&A) - PE Portfolio Company
MUST SPEAK SPANISH
I'm working with one of my favorite clients, a Private Equity backed manufacturing company (~$700m annual revenue) , to hire a
Director, Strategic Finance (FP&A)
. This is a leadership role and an add to headcount due to growth.
The Director of Strategic Finance (FP&A) will serve as a key strategic partner and right hand to the CFO
, driving financial planning, reporting, and analysis to support the company’s growth and value creation objectives. The Director will influence cross-functional leaders and play a pivotal role in building scalable FP&A capabilities for the business.
This role is highly visible across the organization and with private equity stakeholders.
The PE firm:
I work with this PE firm across several portfolio companies, and have gotten to know them personally over the years
:
• I can personally tell you that they are the brightest, most humble, and best leaders around - somehow, they defy all the negative PE stereo-types but exhibit all the positive ones (they are great strategic partners to their operators, they are hardworking, roll up their sleeves and take care of their people).
• If you are successful at one portfolio company, the entire network of other PortCos are there for your next promotion.
• This Director, Strategic Finance (FP&A) is a fast track feeder role for VP, Finance & CFO roles across the portfolio.
More about the role:
Responsibilities
Strategic Planning & Forecasting
• Lead the company's annual operating plan, quarterly forecasts, and long-range planning processes.
• Own and maintain the company's value creation model and cash flow forecasting.
• Partner with the CFO to develop financial strategies that align with business objectives and value creation goals.
• Need to be very strong in Financial Modeling.
Business Partnership & Insights
• Right hand to CFO, providing data-driven insights and recommendations.
• Serve as the key intermediary between the Mexico-based accounting and finance team and senior leadership, ensuring timely and accurate monthly reporting.
• Collaborate with operations, commercial, and functional leaders to evaluate performance drivers, risks, and opportunities.
• Drive variance analysis independently — understanding and explaining drivers without relying on the broader team to surface answers.
• Support pricing, margin analysis, and cost optimization initiatives.
Board & Investor Reporting
• Own the monthly reporting package and prepare executive-level board decks and presentations for the Board, private equity sponsors, and lenders.
• Translate financial performance into clear narratives that inform strategic decisions.
• Interact with PE owners on a daily basis.
M&A & Strategic Initiatives
• Support due diligence, financial modeling, and integration of acquisitions.
• Track synergies and monitor post-acquisition performance across a growing, multi-entity structure.
• Support financial consolidation across domestic and international entities, including multi-currency environments.
Process & Systems Enhancement
• Enhance FP&A processes, tools, and financial systems to improve scalability, accuracy, and timeliness of reporting.
• Ensure accuracy and integrity of financial data across multiple systems and sources, establishing reliable processes for consolidation and reporting.
• Drive continuous improvement in financial modeling and data visualization capabilities.
Governance & Controls
• Ensure financial data integrity and alignment with accounting policies and internal controls.
• Partner with the CFO and Controller to maintain strong governance practices.
Qualifications and Experience:
• Must be fluent in Spanish.
• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA, CPA, or CFA a plus.
• 5–10+ years of progressive Finance experience , ideally with a start in Investment Banking or Private Equity and the transitioned to FP&A/Strategic Finance at a PE Portfolio Company - or some similar combo.
• Preferred experience in Manufacturing industry or with Manufacturing clients
• Experience in multi-currency environment is preferred
• Advanced financial modeling and analysis skills
• Experience with ERP/financial systems
• Exceptio
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