FP&A Specialist

Director of Finance – FP&A Specialist (Morgantown, WV or Pittsburgh, PA)

We are looking to bring a Director of Finance – FP&A Specialist into the finance organization of a newly acquired company by one of our private equity clients. Reporting to the Controller, this individual will play a pivotal role in providing financial insights and projections to the organization. They will be responsible for analyzing financial data, creating financial models, and generating reports to guide strategic decision-making.

The Director of Finance – FP&A Specialist will collaborate with various departments to develop budgets, forecasts, and performance metrics, ensuring the company’s financial goals are achieved. This is an in-office role requiring onsite presence in both Pittsburgh, PA, and Morgantown, WV.

• Analyze financial data and performance metrics to identify trends, variances, and areas for improvement
• Prepare and distribute monthly, quarterly, and annual financial reports
• Own the revenue recognition process, including setting up projects, booking monthly journal entries, and handling various reconciliations for forecasting
• Conduct quarterly reviews of E&O reserves
• Perform monthly borrowing base reporting and covenant compliance calculations
• Develop and maintain complex financial models to support business planning and decision-making, including 13-week cash flow models

• Build a three-statement financial model from scratch
• Assist in preparing the Annual Operating Plan, including the yearly budget
• Collaborate with department heads to gather necessary information for budget development
• Monitor actual performance against budget and forecast, providing variance analysis and insights

• Perform ad-hoc financial analysis as required by management (e.g., price/volume analysis by product, by customer, sensitivity analysis)
• Support special projects and initiatives with financial data and insights

• 6-8+ years of experience in FP&A or a related finance role
• Strong preference for candidates with experience in a multi-site manufacturing environment and within a PE-owned portfolio company
• Solid understanding of finance function processes and best-in-class practices

• Experience managing budgeting processes, rolling 12-month financial forecasting, S&OP, and working capital forecasting
• Expertise in developing complex financial models, including 13-week cash flow forecasts
• Strong data analysis skills with the ability to identify trends and predict outcomes to influence business decisions
• Management accounting expertise to evaluate cost/volume/profitability, assess internal KPIs, and analyze customer-related KPIs

• Proven ability to identify performance gaps and develop/execute plans for improvement
• Experience working in a Private Equity-owned and/or Publicly Held company
• Systems experience with Hyperion reporting, manufacturing software, and advanced Excel & PowerPoint skills
• Strong preference for expertise in analytics and visualization tools (e.g., Alteryx, Power BI, Tableau)
• Must reside in South Pittsburgh or Morgantown, WV, with the ability to commute between offices as needed