The Role
The Senior Director, Finance will serve as a strategic business partner and key leader in driving financial planning, performance analysis, and value creation across the organization. This role will lead budgeting, forecasting, cash flow planning, financial modeling, and capital structure optimization, while also enhancing reporting capabilities and supporting strategic initiatives, including M&A. The ideal candidate brings a strong foundation in corporate finance and accounting, thrives in cross-functional environments, and has prior experience in transaction advisory, investment banking, or a similarly demanding financial role. The role reports directly to the company’s Chief Financial Officer.Responsibilities
- Budgeting & Forecasting: Oversee the development of annual budgets, rolling forecasts, and long-range financial plans. Partner with business leaders to ensure alignment with strategic objectives and proactively identify financial risks and opportunities.
- Financial Reporting: Deliver insightful, actionable financial reports and variance analysis to internal stakeholders and ownership. Develop monthly financial presentations with detailed narratives, investor presentations, and other ad-hoc presentations in collaboration with the executive team and the VP of Accounting and Corporate Controller.
- Financial Modeling: Build and maintain dynamic, three-statement financial models to evaluate business scenarios, pricing strategies, capital structure options, and investment returns. Translate insights into clear, actionable recommendations for executive leadership.
- Cash Flow Management: Create and maintain robust short- and long-term cash flow models. Monitor liquidity and working capital needs across the organization.
- Capital Structure: Analyze and optimize the company’s capital structure and cash management to support growth. Lead financing initiatives, liaise with lenders, and ensure covenant compliance and liquidity planning.
- Scalable Tools and Processes: Design and implement real-time dashboards and systems that consolidate data, deliver actionable insights, and enable faster, more informed decision-making as the business scales.
- Operating Initiatives: Act as a proactive financial partner to department leaders to identify opportunities that improve performance, enhance cash flow, and maximize ROI. Deliver deep-dive analysis on business drivers and help prioritize initiatives that drive profitability and long-term value.
- Corporate Development and Special Projects: Support the CEO, CFO, and executive team on strategic initiatives including capital investment analysis, M&A activity, and new business opportunities.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA, CPA, or CFA is a plus
- 7+ years of progressive experience in finance, FP&A, or related roles
- Prior experience in transaction advisory services, investment banking, or consulting is highly desirable
- Strong financial modeling skills, including full three-statement models and scenario analysis
- Solid understanding of M&A and capital structure alternatives and hands on involvement in deal execution, due diligence and integration
- Highly proficient in Excel and with financial planning systems; experience with ERP platforms (e.g., Sage, NetSuite) is a plus
- Experience building data-driven dashboards and integrating cross-functional KPIs into reporting tools (e.g., Power BI, Tableau, or similar)
- Proven ability to translate complex data into actionable business insights and strategy
- Excellent communication skills with strong executive presence
- Comfortable working in fast-paced and event-driven environments
- This role is full-time and based at our headquarters in Charlotte, NC.
