Head of FP&A and Strategic Finance

2 weeks ago


Boston MA, United States CarterPierce, INC. Full time

Head of FP&A and Strategic Finance - PE backed Portco - Boston Head of FP&A and Strategic Finance - PE backed Portco - Boston Direct message the job poster from CarterPierce, INC. Private Equity:: Business Development (Deal Sourcing/ Deal Origination) | Investor Relations | Fund-level and Portfolio Company Finance/Accounting Our client is a Private Equity backed middle market services company based in Boston. The company is hiring a Head of FP&A and Strategic Finance to support the continued growth and geographic expansion. Reporting directly to the CFO and working closely with the Private Equity sponsor, this hire will be responsible for all financial business planning, forecasting, budget reporting, financial modeling and decision support. This is a highly visible and cross functional position with direct access to the ownership group and board of directors. The company is ideally targeting a candidate with a background in investment banking and/or private equity, who also has experience in and understands the rigor of building/scaling/managing an FP&A function in a fast paced, high growth corporate environment. The Role Company is seeking a Head of Financial, Planning and Analysis (FP&A) and Strategic Finance reporting to the Chief Financial Officer. The Head of FP&A and Strategic Finance provides financial leadership and insightful business analysis. The candidate must: Have strong, broad, progressive functional capabilities in strategic planning, accounting, consumer insights and financial planning, forecasting and analysis. Possess a deep understanding of profitability drivers necessary to achieve financial objectives and be able to translate complex issues into simple-to-understand concepts. Use outstanding inter-personal skills to influence through relationship building, business insights and critical thinking. Be a strong leader with experience developing and leveraging talent. Demonstrate a strong work ethic, high sense of urgency, ability to roll-up their sleeves and the passionate desire to drive results. Key Objectives Partner with the CFO to evaluate and design the optimal operating model to support and scale profitable growth of the business. Identify, track and report the critical drivers and KPIs of the business. Contribute to development of the strategic plan; create P&L architecture to achieve financial objectives while funding key investments to drive future growth. Drive translation of strategic plan into financial budgeting and forecasting processes. Deliver timely and accurate financial analysis to support structured decisions. Create libraries and embed automation to speed future analysis work. Define standards for assumptions and methods for common analysis. Connect long-term strategy to current and anticipated operational activities, financial performance, and capital structure. Enhance the planning process through tighter integration of long-range planning, rolling forecasts and the annual budget. Support decision making processes through effective scenario, what-if, and sensitivity analysis. Improve on or establish frameworks for evaluating then incorporating financial forecasts of acquisition targets and newly acquired businesses. Remain aware of changing trends in the business and proactively provide insights and solutions to business issues maximizing short and long-term strategic / financial objectives. Lead the monthly close providing key insights and financial reporting to the company. Improve financial / business acumen of the company. Have a desire to help others develop into business leaders. Participate in or lead strategic/tactical business projects (beyond finance) that provide broad-based value. Capital control Work with project owners to develop business cases as well as the annual budget and quarterly forecast. Build and maintain the tools and processes to provide performance measurement and reporting to the management team. Hire, coach, and develop high-performing teams. Ensure alignment and a strong working relationship with the operations team. Maintain a culture that emphasizes responsiveness, accountability, and transparency. Be confident, transparent, nimble, and succinct. Provide accurate and timely reporting and analytics to key stakeholders. Ensure integrity in projections and that they are grounded in reasonable, logical assumptions. Demonstrate excellent oral and written communication skills both internally and externally. Candidate Profile & Preferred Experience A bachelor's degree in finance, accounting, or related fields. A master's degree, especially an MBA, is a plus. Proven leader with 5 10 years of experience in financial planning and analysis within a complex, multi-location, dynamic organization. Working understanding of generally accepted accounting principles. Experience serving as a business partner influencing key decisions and tracking performance against objectives. Experience in a fast-growth, acquisition-focused company, developing KPIs/dashboards to track and drive results. Knowledge of advanced analytical, data science, and financial analysis techniques. #J-18808-Ljbffr


  • Head of Finance/FP&A

    2 weeks ago


    Boston, MA, United States Great Gray Trust Company Full time

    Director of Financial Planning and Analysis Apply for the Director of Financial Planning and Analysis role at Great Gray Trust Company . At Great Gray group we set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative...

  • Head of Finance/FP&A

    2 weeks ago


    Boston, MA, United States CVS Health Full time

    At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care. As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues –...


  • Boston, MA, United States Vertex Pharmaceuticals Full time

    A leading biotechnology company is seeking a Senior Director, Global Development FP&A, to partner with clinical development teams and provide strategic financial insights. This role requires a seasoned finance leader with over 12 years of experience in FP&A, particularly in the pharma or biotech sectors. You will lead financial planning for clinical...

  • Head of Finance

    12 hours ago


    Boston, MA, United States Upbound - Job Posting Full time

    Upbound is redefining how modern infrastructure is built. As the creators of Crossplane and the pioneers of the Intelligent Control Plane, we are leading the shift toward agentic infrastructure: platforms that reason, adapt, and operate alongside AI-native systems. As Upbound enters its next stage of growth, we are seeking a Head of Finance, Accounting, and...

  • Head of Finance

    3 weeks ago


    Boston, MA, United States Vertex Pharmaceuticals Full time

    Join to apply for the Director, Financial Planning & Analysis role at Vertex Pharmaceuticals Continue with Google Continue with Google Join to apply for the Director, Financial Planning & Analysis role at Vertex Pharmaceuticals The Director, FP&A CSO G&A Functions is a key member of Vertex's Financial Planning & Analysis organization. The role...

  • Director of FP&A

    2 weeks ago


    Boston, MA, United States CFS Full time

    Title: Director of Financial Planning & Analysis Please make an application promptly if you are a good match for this role due to high levels of interest. Salary: $200K+ base plus bonus Location: Boston, MA (Hybrid) Why This Opportunity Stands Out: • Mission-driven organization committed to sustainability and decarbonization • High-visibility role...


  • Boston, MA, United States Vertex Pharmaceuticals Incorporated Full time

    A leading biotechnology firm is looking for a Senior Director of Global Development FP&A to lead financial planning and analysis for clinical programs. This role requires strong analytical skills, team leadership, and the ability to influence executive decisions. The ideal candidate has over 12 years of FP&A experience, particularly in the biotech sector,...

  • Head of Finance

    2 weeks ago


    Boston, MA, United States Ccgmag Full time

    The Director, FP&A - Chief Scientific Officer G&A Functions is a key member of Vertex's Financial Planning & Analysis organization. The role partners closely with members of the Data, Technology, and Engineering (DTE) teams to provide financial direction and strategic insights to enable delivery against short term and long term goals, including...

  • Director FP&A

    2 weeks ago


    Boston, MA, United States CFS Full time

    Title: Director of Financial Planning & Analysis Salary: $200K+ base plus bonus Opportunity to shape strategic planning, performance management, and growth initiatives • Director of FP&A Key Responsibilities: • Lead budgeting, forecasting, and long-range financial planning processes • Develop models and reporting to evaluate business...


  • Boston, MA, United States Noble Supply & Logistics, LLC Full time

    A logistics and supply chain company is seeking a Director of Financial Planning & Analysis to lead its finance team. If you are considering sending an application, make sure to hit the apply button below after reading through the entire description. This key leadership role involves overseeing budgeting, forecasting, and strategic financial planning...