Director of Financial Planning

3 days ago

Independence, OH, United States District Partners LLC Full time

District Partners has been exclusively retained by a leading national financial services firm headquartered in Cleveland that is scaling aggressively with backing from top-tier private equity sponsors. This is not a maintenance finance role-it is a strategic, forward-facing position designed for a high-performance athlete in financial modeling, strategic analysis, and value creation.

If you are energized by complexity, deal activity, and the opportunity to influence enterprise direction at the C-suite and sponsor level-this is that moment in your career.

Why This Role Is Different:

  • Direct visibility to the CFO and PE sponsors.
  • Massive acquisition pipeline and activity
  • Opportunity to build and own the fund flow / fund slope models that drive strategic decisions across the platform
  • Play offense-not maintenance. You will be the strategic architect building scenarios, forecasting outcomes, and guiding executive decisions
Who We're Looking For:

A top-tier finance professional who thinks like an investor and operates like a builder. You have the horsepower to be five steps ahead, translating business initiatives into financial impact. You thrive in high-growth, PE-backed environments where speed, precision, and strategic modeling define success.

What You'll Have:
  • 5-10+ years of financial modeling and analysis at a high-performance institution
  • Advanced Excel/modeling mastery required (fund flow / deal modeling experience highly preferred)
  • Proven experience supporting executive-level decision-making
  • Demonstrated ability to thrive in a fast-paced, PE-backed environment where business priorities evolve rapidly
Ideal Background:
  • Investment Banking (M&A, Financial Sponsors, Restructuring)
  • Private Equity or PE Portfolio Company Finance
  • Strategic Corporate FP&A at a fast-scaling private or public company
  • Management Consulting (Transaction Advisory, Value Creation, FP&A Transformation)
  • Wealth Management or Financial Services with complex revenue and acquisition models
What You'll Do:
  • Own FP&A function with full responsibility for forecasting, variance analysis, scenario planning, and fund flow modeling
  • Build sophisticated models to evaluate acquisitions, capital deployment, growth strategies, and financial returns
  • Partner directly with the CFO on strategic initiatives, including PE reporting, integration planning, and enterprise value acceleration
  • Drive financial insights that influence executive decisions across M&A, revenue optimization, client profitability, and fund allocation
  • Collaborate with private equity partners to deliver board-ready analysis, KPI dashboards, and value creation roadmaps
  • Develop the financial architecture that scales the business from its current trajectory into the next phase of national dominance
What Success Looks Like:
  • You walk into a conversation with the CFO and already have the model built and the story behind the numbers
  • You are benchmarking against best-in-class PE-backed organizations and delivering insights that move valuation
  • You are viewed as the internal "deal athlete" and thought partner-not a reporting function
Compensation & Growth:
  • Highly competitive compensation package (base + performance bonus + potential equity participation)
  • Significant runway for upward mobility within a rapidly scaling firm
  • Direct exposure to private equity value creation track
This Role Is for You If...
  • You don't wait for direction-you create it
  • You think like an investor, not a reporter of numbers
  • You want to be in the room where decisions are made, building the models that drive them


Ready to play in the major leagues of financial leadership?

Submit your profile confidentially to District Partners to explore this opportunity.

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