Director, FP&A

Job Description

Director of Financial Planning and Analysis | RevPilots
The Tone:
This is a full-time role for RevPilots’ client, located hybrid in Austin, TX, with remote options requiring quarterly travel to Austin HQ. Our client is a rapidly expanding platform of home services brands, achieving growth through strategic partnerships and disciplined organic expansion. Finance plays a crucial role in this environment by delivering proactive, actionable insights that drive better decision-making and foster long-term value creation. This position is explicitly designed as a significant growth opportunity, with the long-term goal of developing into a future CFO, providing regular exposure to the CFO, executive leadership team, and private equity partners, offering meaningful visibility and impact across the organization.

The TL;DR
• Role: Director
• Type: Full-time
• Location: Hybrid, Austin, TX (3 days/week in office) or Remote (quarterly travel to Austin HQ required)
• Pay: $180000 yearly (plus 15% target bonus)
• Team: Works cross-functionally, with significant exposure to the CFO and executive leadership team.
• Mission: This role owns planning, forecasting, and performance management across the client’s diverse portfolio to provide clear, enterprise-wide insights and inform critical leadership decisions.
• Tech Stack: Advanced Excel, ERPs, BI tools, financial planning systems

What You’ll Actually Do
• Financial Planning & Modeling: Own the comprehensive annual budget and rolling forecast process across all client brands, consolidating detailed inputs into a reliable enterprise forecast, and maintaining critical headcount, revenue, and margin models tied to operational drivers (inspectors, sales reps, capacity, conversion, pricing).
• Performance Analysis & Reporting: Prepare monthly FP&A operational reviews for leadership and stakeholders, analyzing actuals versus budget and forecast to identify actionable drivers, and tracking key performance indicators by brand, including revenue, margin, and labor efficiency.
• Debt & Compliance Management: Forecast debt principal and interest payments, accurately prepare covenant reporting, and partner closely with Accounting to ensure alignment between financial results and forecasts.
• Strategic Business Partnering: Serve as a trusted finance partner to brand leaders and functional heads (Ops, Sales, Marketing, HR), providing ad hoc analysis, helping them understand performance, and assessing the financial impact of their decisions.
• Acquisition & Integration Support: Build and maintain acquisition pro formas and return models, perform asset purchase accounting on new acquisitions, and support post-acquisition integration, helping bring newly acquired brands into the client’s financial cadence and reporting standards.

The Must-Haves
• Background: Director-level professional with 7+ years in FP&A, corporate finance, or strategic finance, ideally within a PE-backed, multi-entity, or roll-up environment.
• Experience: Proven track record in acquisition modeling and integration work, including performing asset purchase accounting and supporting performance monitoring post-acquisition.
• Skills: Required understanding and utilization of AI, strong financial modeling and forecasting abilities, advanced Excel proficiency, and the capacity to synthesize complex data into clear insights for non-finance leaders.
• Bonus: Experience with ERPs, BI tools, or other financial planning systems, and comfort operating autonomously, owning outcomes without rigid guardrails, in a growing, evolving environment.