VP/ Director of FP&A

We are looking for an experienced FP&A leader to guide financial strategy and deliver meaningful insights that support business growth in Charlotte, North Carolina. This role will partner closely with senior leadership to drive forecasting, budgeting, and performance analysis across the organization. The ideal candidate brings strong financial modeling expertise, a forward-looking mindset, and the ability to turn complex data into clear recommendations.

Responsibilities:

• Lead the company’s financial planning cycle, including annual budgets, rolling forecasts, and long-range strategic plans.
• Build and refine financial models that evaluate business performance, investment decisions, and future growth opportunities.
• Deliver in-depth analysis on revenue, expenses, profitability, and key performance trends to support executive decision-making.
• Partner with cross-functional leaders to develop budgets, assess financial risks, and align planning assumptions with operational goals.
• Prepare executive-level reporting packages that translate financial results into clear, actionable insights.
• Monitor organizational performance against plan and identify areas for improvement, efficiency gains, and margin enhancement.
• Oversee the use and optimization of planning tools such as Adaptive Insights to strengthen reporting accuracy and planning effectiveness.
• Support finance-related process improvements and help manage planning activities tied to internal system or reporting changes when applicable.
• 7+ years of experience in financial planning and analysis, corporate finance, or a related leadership role.
• Strong background in financial planning, budgeting, forecasting, and variance analysis.
• Demonstrated expertise in financial modeling and translating data into strategic business recommendations.
• Hands-on experience with Adaptive Insights or similar enterprise planning platforms.
• Solid understanding of corporate financial planning principles within a dynamic business environment.
• Proven ability to communicate effectively with senior leaders and cross-functional stakeholders.
• Bachelor’s degree in Finance, Accounting, Business, or a related field; advanced credentials are a plus.