Director of Financial Planning & Analytics

At A Glance

The Director of Financial Planning & Analysis (FP&A) is a senior finance leader responsible for driving the budgeting, forecasting, and financial modeling across Channel Partners. Reporting directly to the CFO, this individual serves as a strategic partner to the executive leadership team, translating financial data into actionable insights that guide operational decisions, M&A activity, and long-range planning.

 

As Channel Partners continues to scale through organic growth and acquisitions, the Director of FP&A will play a critical role in building scalable financial infrastructure, supporting board-level reporting, and ensuring the organization operates with full financial visibility across its field services portfolio.

Minimum Pay

USD $130,000.00/Yr.

Maximum Pay

USD $130,000.00/Yr.

What We Offer

• Competitive biweekly pay
• Health and wellness benefits plans  
• Flexible vacation and holiday policies 
• Technology allowance
• 401(k) with employer matching  
• Referral bonus 
• Tax savings with flexible spending accounts for parking, transit, dependents, and healthcare costs 
• Opportunity to work with a growing company that actively rewards and promotes its employees 

What You'll Do

Financial Planning, Budgeting & Forecasting

• Own and manage the company's annual budgeting process, coordinating inputs from all functional leaders and vertical business units
• Maintain and continuously refine rolling 12-month and multi-year financial forecasts, providing updated views to the CFO and CEO on a cadenced basis
• Develop scenario models (base, upside, downside) to stress-test business assumptions and support executive decision-making under uncertainty
• Produce variance analyses comparing actuals to budget and forecast, with clear narrative explanations for key deviations

Management Reporting & Board Readiness

• Prepare monthly and quarterly management reporting packages for the CFO, CEO, and Board of Directors, including P&L summaries, KPI dashboards, and forward-looking commentary
• Design and maintain board-ready financial presentations that clearly communicate Channel Partners' financial performance, strategic initiatives, and risk posture
• Partner with the CFO to develop materials for investor, lender, and M&A financing audiences — including CP's family office and other capital partners
• Ensure all reporting is production-quality: precise, well-formatted, and audit-ready

M&A Financial Support

• Lead financial due diligence workstreams for acquisition targets, including quality of earnings analysis, revenue and cost normalization, and synergy modeling
• Develop pro forma financial models integrating acquisition targets into CP's consolidated financials
• Support post-acquisition integration planning, including budget realignment, reporting unification, and performance tracking for acquired entities
• Coordinate with General Counsel, the CFO, and external advisors on deal-related financial deliverables and investor presentations

Financial Systems & Data Infrastructure

• Own the FP&A technology stack, ensuring systems are fit-for-purpose as Channel Partners scales.  Evaluate, implement, and optimize FP&A tools (e.g., Power BI, etc.) that integrate with Microsoft Business Central
• Reduce reliance on manual Excel workflows by building structured, automated financial models and reporting templates across the finance team
• Collaborate with IT and Shared Services to ensure data integrity, clean revenue recognition, and consistent reporting hierarchies across CP's operational systems
• Build and maintain a centralized financial data repository accessible to the CFO and senior leadership for real-time decision-making

Team Leadership & Development

• Define team workflows, deadlines, and quality standards for all deliverables, ensuring the finance function operates at an executive-ready standard

What Success Looks Like

• Forecast accuracy: rolling forecast variance to actuals within defined tolerance thresholds
• Board reporting: all packages delivered on time and at board-ready quality
• FP&A system adoption: reduction in manual Excel dependency; successful tool implementation milestones
• M&A support: timely and accurate financial deliverables for active deal processes

What You'll Bring

Experience and Education:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CPA strongly preferred
• 8+ years of progressive FP&A experience
• Demonstrated experience supporting executive teams and boards with financial reporting and strategic analysis
• Expert-level financial modeling skills; ability to build and maintain complex, multi-scenario models from scratch
• Experience with ERP systems — Microsoft Business Central or similar mid-market ERP preferred
• Proficiency with FP&A platforms (Datarails, Adaptive Insights, Anaplan, or comparable tools)
• Strong written and verbal communication skills; ability to translate complex financial data into a clear executive narrative
• Experience operating in a multi-entity, multi-vertical business environment

Skills and Attributes:

• Experience in retail services, field services, workforce deployment, or outsourced business services
• Exposure to M&A due diligence, integration financial planning, or corporate development
• Experience supporting private equity-backed or family office-capitalized businesses
• Familiarity with construction project accounting, client program P&L management, or incentive/bonus modeling in a variable workforce environment

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is required to:

• Regularly sit, grasp, talk and/or hear
• Occasionally walk and/or stand
• Occasionally lift and carry supplies up to 50  lbs
• Continuous hand/eye coordination and fine manipulation

Important Information

Channel Partners Solutions is an equal opportunity employer in every aspect of employment, including but not limited to; selection, training, development and promotion of the most qualified candidates and employees without regard to their race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by state or local law. Channel Partners is committed to equal employment opportunity in all other privileges, terms and conditions of employment that may not be covered in this statement. Channel Partners is an at-will employer.

 

Channel Partners is a team of experts delivering end-to-end retail, marketing, and consumer activation solutions across industries. We connect every part of the retail ecosystem to move brands forward with precision, speed, and measurable impact. Visit us at www.channelpartners.com for more information.

 

Channel Partners is committed to protecting applicant privacy, and any personal information submitted during the hiring process is used solely for recruitment purposes in accordance with our privacy policies and applicable data protection laws, including CCPA. We restrict access to applicant data to authorized personnel and maintain safeguards to prevent unauthorized access or misuse. Applicants may have rights under these laws—such as accessing, correcting, or requesting deletion of their information—and can contact Human Resources with any questions or to exercise these rights. To view our privacy policies please visit Privacy Policy and California Privacy Rights.