Director FP&A / M&A – North Houston –

Our client is a new Private Equity backed company and in ACQUISITION MODE!!!! The director role will report directly to the CFO and will work hand in hand with the Director of Corporate Development on all M&A related items.


  • Strategic Planning
  • Financial Analysis / Variance Analysis – eyes and ears of the organization, with detailed and insightful variance explanations (the “why”)
    • Customer/Product profitability analysis
    • Pricing analysis
    • Performance measurement
    • Complex, multi-dimensional analysis
    • Business cases
  • Work with management to define, develop and report Key Performance Indicators (KPIs)
  • Budgeting and Forecasting
  • Monthly Reporting Packages for the CFO / BOD
  • Regular interaction / communication with all aspects of the business – accounting, finance, sales, marketing, operations, executive team
  •  M&A
    • Investigative due diligence
    • Valuation analysis
    • Synergy identification
    • Deal memos for internal discussion / reporting
    • Post-close pro-forma budgets
    • Post-close performance tracking to budget
    • Strategic projects – process improvements, etc.
    • Cash Flow analysis / forecasting and CAPEX budgets


  • Bachelor’s Degree Required – in related field preferred but not required: finance, accounting, economics
  • MBA helpful but not required
  • 5+ years of experience preferred
  • Investment Banking / Private Equity background preferred
  • Expert in Excel and Microsoft Suite
  • Knowledge of Related Systems (helpful but not required): BI360 Solver, Microsoft Dynamics NAV, SQL

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