Sr. Director of FP&A

POSITION SUMMARY

The Senior Director of Financial Planning & Analysis (FP&A) serves as a key strategic partner to executive leadership, responsible for driving financial insight, planning rigor, and data-driven decision-making across the organization. This role leads the enterprise-wide budgeting, forecasting, and long-range planning processes, translating complex financial and operational data into clear, actionable recommendations. The ideal candidate brings deep expertise in performance management, scenario modeling, and strategic finance, with a proven ability to influence business outcomes through strong cross-functional collaboration. This leader will ensure alignment between actuals and forecasts, elevate financial visibility, and build scalable FP&A processes that support growth, operational efficiency, and long-term value creation.

 

ABOUT CARDONE VENTURES

Our mission is to help business owners achieve their personal, professional, and financial goals through the growth of their businesses. We work in dozens of verticals and provide strategic business guidance through courses, live events, partnerships, and investments. Our core values are the backbone of our business and guide our hiring process: we are inspirational, disciplined, accountable, transparent, aligned, and results-oriented. This company operates nationally and is growing by the day.

 

SUCCESS LOOKS LIKE

•  Building and maintaining a robust, scalable forecasting and budgeting process that delivers timely, accurate, and actionable insights to executive leadership
•  Establishing a performance management framework with clear KPIs that align financial outcomes with strategic objectives across departments
•  Partnering cross-functionally with business leaders to evaluate initiatives, optimize resource allocation, and drive profitable growth
•  Driving the automation and modernization of FP&A tools and reporting, reducing manual work and improving financial visibility
•  Ensuring close alignment with Accounting on actuals vs. forecast variance analysis, accrual assumptions, and financial reporting timelines
•  Mentoring and developing a high-performing FP&A team with strong analytical and business partnering capabilities
•  Proactively identifying financial risks and opportunities, and formulating data-driven recommendations to enhance company performance

 

OBJECTIVES

•  Lead annual budgeting process, working closely with department heads and senior management to establish financial targets & KPIs
•  Develop and enhance comprehensive financial models and forecasts that incorporate historical data, trends and business drivers to provide accurate financial projections
•  Deliver financial insights and strategic recommendations to executive leadership to support data-informed decision-making.
•  Evaluate the financial impact of various strategic initiatives, investments and business opportunities; including IRR, MOIC, TVPI, and similar performance metrics
•  Develop, maintain, and improve FP&A reports and processes for subsidiaries, portfolio companies, and partners; including P&L, BS, and CF ratio analysis
•  Develop financial risk reporting for the enterprise. Implement advanced forecasting and data analysis methods to provide insights for management
•  Work closely with SVP Finance & HR to maintain accurate headcount reporting
•  Prepare and present financial reports, departmental metrics and organizations KPIs
•  Collaborate with leadership team to develop department budgets & review monthly
•  Analyze key performance indicators (KPIs) and operational metrics to assess business performance and drive profitability
•  Partner with leadership and key stakeholders to produce weekly, monthly, annual and multi-year financial forecasts that drive results in support company objectives
•  Work with Accounting department to maintain the chart of accounts & ensure consistent reporting standards throughout the organization
•  Hire, train, develop & mentor a team of future financial professionals 
•  Review and approve FP&A standard operating procedures
•  Present organizational financial concepts at public speaking events

 

COMPETENCIES

•  Ability to synthesize complex data into strategic insights
•  Deep understanding of how to dri