Financial Planning & Analysis (FP&A) & Corporate Strategy Director

United States·Houstonexecutive

OtherFinancial Planning & Analysis

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Requirements Summary

Bachelor’s degree in Finance, Accounting, Economics, or a related field. 8 years of experience in FP&A, strategic finance, corporate finance, investment banking, private equity,

Technical Tools

OtherFinancial Planning & Analysis

Responsibilities

~2 min read

→Financial Planning & Forecasting
- →Leads the company’s annual budgeting process and long-range financial planning.
- →Develops and maintains rolling forecasts, incorporating key business drivers, risks, and opportunities.
- →Builds and owns integrated financial models that connect operations, capital investment, and revenue growth.
- →Establishes planning frameworks that scale with company growth and complexity.
→Executive Partnership, Strategic Finance & Corporate Development
- →Serves as a trusted advisor to the CEO, CFO, and Executive Council on financial and strategic matters.
- →Translates technical, operational, and commercial inputs into actionable financial insights.
- →Supports strategic decision-making, including capacity expansion, pricing strategies, new market entry, and capital allocation.
- →Evaluates strategic growth opportunities, including acquisitions, joint ventures, technology partnerships, and market expansion initiatives.
- →Develops investment theses and business cases supporting corporate development initiatives.
- →Monitors industry trends, competitive dynamics, and adjacent markets to identify opportunities and risks.
- →Aligns financial planning with key company milestones and performance targets.
→Fundraising & Investor Support
- →Supports fundraising efforts, including preparation of financial materials for investors, lenders, and government stakeholders.
- →Develops clear and compelling financial narratives that articulate growth strategy and capital needs.
- →Leads financial modeling for equity and debt raises, including scenario analysis and dilution modeling.
- →Partners with leadership on diligence processes, data room preparation, and investor Q&A.
→Corporate Development & Strategic Growth
- →Supports evaluation and execution of mergers, acquisitions, strategic investments, and partnership opportunities.
- →Develops valuation models, accretion/dilution analyses, and transaction scenarios.
- →Coordinates financial diligence efforts and works cross-functionally to assess operational, technical, and commercial risks.
- →Supports post-transaction integration planning and value capture initiatives.
- →Maintains market intelligence on emerging technologies, competitors, and industry consolidation trends.
→Reporting & Performance Management
- →Owns monthly, quarterly, and Board-level financial reporting packages.
- →Provides variance analysis with clear insights and recommendations.
- →Develops KPIs and dashboards to track financial and operational performance.
- →Enhances visibility into business performance through improved reporting tools and processes.
→Capital Planning & Investment Analysis
- →Evaluates capital expenditures, including ROI, payback, and strategic alignment.
- →Supports government funding initiatives, including grant modeling, compliance, and reporting.
- →Builds business cases for major investments and operational improvements.
- →Process & Systems Development
- →Builds and scales FP&A processes, tools, and systems to support a high-growth organization.
- →Partners with Finance and IT to optimize ERP and financial planning systems.
- →Drives automation and efficiency in financial reporting and planning processes

Requirements

~1 min read

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
8 years of experience in FP&A, strategic finance, corporate finance, investment banking, private equity, corporate development, consulting, or related finance roles.
Experience leading budgeting, forecasting, and financial reporting processes.
Demonstrated experience partnering with senior leadership.

Experience in manufacturing, semiconductor, advanced materials, energy, infrastructure, or other capital-intensive industries.
Prior experience supporting fundraising, investor relations, capital markets activities, or strategic transactions.
Experience evaluating mergers, acquisitions, strategic partnerships, or corporate development opportunities.
MBA, CPA, or CFA designation.
Experience preparing Board-level materials and executive presentations.
Familiarity with ERP systems and financial planning tools (e.g., Adaptive, Anaplan, or similar).
Experience with government funding, grants, or cost accounting.

Strong financial modeling and analytical capabilities, including complex scenario modeling, valuation analysis, and transaction modeling.
Strong business acumen with the ability to connect financial performance to operational drivers.
Executive-level communication skills with the ability to influence and challenge stakeholders.
Ability to synthesize complex information into clear, concise insights and recommendations.
Ability to assess strategic opportunities through both financial and operational lenses.
Experience interacting with investors, lenders, advisors, executive teams, and Boards of Directors.
High level of ownership, accountability, and attention to detail.
Ability to operate effectively in a fast-paced, evolving environment.
Strategic mindset paired with a hands-on approach to execution.