Director of FP&A and M&A

Job Title: Director, FP&A & M&A
Location: Anaheim, CA
Reports To: Chief Financial Officer (CFO)

Position Summary

We are seeking a highly driven Director of FP&A & M&A to join our executive team in Anaheim, CA. This individual will play a critical role in identifying, evaluating, and executing strategic acquisitions and financial planning initiatives. Reporting directly to the CFO, this position demands a results-oriented professional who can seamlessly lead due diligence efforts, support investor relations, enhance financial infrastructure, and provide strong operational oversight.

Key Responsibilities

Deal Origination & Evaluation

• Review and analyze 300–600 CIMs and financial packages annually to identify potential acquisition targets.
• Maintain a CIM-to-LOI conversion rate aligned with company benchmarks (target: 30–60 LOIs/year).
• Target 6–8 accepted LOIs per year, resulting in 3–4 high-quality closed deals annually.
• Drive outreach to potential customers and investment targets to convert prospects into signed agreements.
• Perform detailed financial modeling including EBITDA/EV analysis, LBO scenarios, IRR assessments, and cap table modeling.
• Evaluate working capital needs, budgeting, forecasting, cash management, and capital structures for each deal.
• Support and source financing solutions (debt/equity), including structured deals and sale-leasebacks.

Due Diligence & Deal Execution

• Coordinate and manage financial, legal, tax, operational, real estate, and insurance due diligence processes.
• Lead preparation and delivery of key transaction materials including IC Memos, Risk Matrices, and Diligence Trackers.
• Oversee and optimize outsourced M&A efforts including intern team and external support (<$6k/month retainer + Lehman fee model).

Investor Relations

• Serve as the point of contact for investor communications and quarterly reporting in collaboration with the Controller.
• Deliver monthly budget-to-actual performance reports and contribute to annual audits, inventory analysis, and tax planning.

Financial & Operational Oversight

• Partner with the Controller to implement AR/AP oversight policies, delegate operational financial responsibilities to OpCos.
• Manage cash flow and seller note renegotiations at both the HoldCo and OpCo levels.
• Lead the implementation and optimization of financial systems and tools (QBO, Bill.com, Ramp, etc.).
• Support OpCos with profitability tools and drive cost savings through spend analysis and vendor negotiations.
• Assume interim Controller responsibilities during transitions or new business acquisitions as needed.

Leadership & Team Management

• Provide regular progress updates and lead structured meetings with internal and external stakeholders.
• Train, mentor, and coach intern teams; elevate them into a high-functioning M&A support unit.
• Maintain a high standard of professionalism and communication across all interactions.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred).
• 5+ years of progressive experience in FP&A, investment banking, M&A, or private equity.
• Proven success executing and closing deals in the lower middle market space.
• Strong financial modeling, valuation, and analytical skills.
• Excellent communication, project management, and leadership abilities.
• Experience with QuickBooks Online, Ramp, Bill.com, and modern financial systems preferred.

Compensation & Benefits

• The pay range for this role is: 100,000.00 - 110