Sr Director FP&A

About the Position

Energy Exemplar is 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.

The Sr Director FP&A will play a critical role in shaping business decisions through data-driven insights, strategic modeling, and financial leadership, ensuring the organization achieves both short-term objectives and long-term growth goals.

Key Responsibilities

• Strategic Leadership: Drive the overall FP&A vision, aligning financial strategies with company goals and ensuring consistent execution across global business units.
• Enterprise Planning & Forecasting: Lead the annual, quarterly, and multi-year forecasting processes, ensuring alignment with strategic initiatives and operational priorities.
• Performance Management: Establish and manage key performance indicators (KPIs) and financial dashboards to monitor organizational performance, providing real-time insights to the executive team.
• Financial Analysis & Decision Support: Oversee complex financial modeling, ROI assessments, and scenario planning to support investment decisions, pricing strategies, and business transformation initiatives.
• Executive Reporting: Present financial results, forecasts, and strategic recommendations to the Board of Directors and Executive Leadership Team, translating financial data into actionable insights.
• Cross-Functional Partnership: Collaborate with business unit leaders to evaluate strategic opportunities, drive operational efficiency, and enhance profitability.
• Governance & Alignment: Partner with the accounting and corporate finance teams to ensure consistency between management reporting and external financial statements.
• Process & Systems Optimization: Champion continuous improvement in financial processes, analytics capabilities, and planning tools to enhance scalability and accuracy.
• Team Leadership & Development: Build, mentor, and lead a high-performing FP&A organization, fostering analytical rigor, innovation, and strategic partnership across the finance function.
• Strategic Projects: Lead or sponsor special initiatives, including M&A analysis, integration planning, and capital allocation strategies.
• AI & Process Efficiency: 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