Job Title:
Director of Financial Planning and Analysis
Company: Connect Search, LLC
Location: Pleasant Prairie, WI
Created: 2026-05-14
Job Type: Full Time
Job Description:
A rapidly growing, private equity-backed industrial distribution company is seeking a Director of FP&A to partner directly with the CFO and executive leadership team. This is a highly visible role focused on building scalable financial infrastructure, driving strategic decision-making, and supporting the organization's next phase of growth and acquisition integration.The company operates a complex, multi-site distribution and operations network serving diversified industrial end markets across North America.Why This OpportunityHigh-impact role reporting directly to the CFOSignificant exposure to executive leadership and private equity sponsorsOpportunity to build and modernize FP&A infrastructureLead implementation and optimization of financial reporting / EPM toolsInfluence operational, commercial, and strategic decisions across the businessStrong growth trajectory with acquisition activity and operational expansionKey ResponsibilitiesPlanning, Forecasting & ReportingLead the annual budget, rolling forecasts, and long-range planning processesDevelop driver-based financial models tied to revenue, margin, and EBITDA performanceBuild and maintain 13-week cash flow forecasting and long-term liquidity modelsPrepare monthly management and board reporting packages, including KPI dashboards, variance analysis, and executive commentaryPartner cross-functionally with operations, sales, supply chain, and functional leadership teams to support business decisionsFinancial Systems & Reporting AutomationServe as the business owner for the company's FP&A / EPM platformPartner with IT and accounting leadership to improve reporting automation and data integrityDevelop scalable dashboards, consolidated reporting, and self-service analytics toolsSupport ERP and reporting system integrations related to acquisitions and operational growthHelp establish a single source of financial truth across the organizationOperational Finance & Margin AnalyticsDevelop customer, product, and SKU-level profitability analysisAnalyze margin performance, pricing dynamics, freight, labor, and operational cost driversSupport working capital optimization initiatives across inventory, receivables, and payablesBuild financial models and ROI analyses for capital investments and operational initiativesAssist leadership in identifying opportunities for efficiency improvements and margin enhancementQualificationsBachelor's degree in Finance, Accounting, Economics, or related field7+ years of progressive FP&A, corporate finance, transaction advisory, or investment banking experienceExperience within manufacturing, industrial, distribution, chemicals, logistics, or related sectors strongly preferredPrior experience in a private equity-backed environment is a plusStrong financial modeling and analytical capabilitiesHands-on experience with modern FP&A/EPM tools such as Adaptive Planning, Anaplan, OneStream, Vena, Planful, Prophix, or similarExperience with ERP systems including SAP, NetSuite, Dynamics, Oracle, or comparable platformsProficiency with Power BI, Tableau, or similar BI/reporting tools preferredStrong communication and executive presentation skillsCPA, MBA, CFA, CMA, or FP&A certification preferred but not requiredIdeal Candidate Profile