Job Title: Director of Financial Planning & Analysis (FP&A)

Location: Charlotte NC (Hybrid), or Fully Remote

Industry: Project Financing / Lending

Overview:

Talisman Advisory Partners have been retained by a leading lender/financer of domestic renewable energy projects to assist them in the recruitment of an experienced FP&A Director. This role suits someone with 8+ years of experience in finance – preferably working at a lender/bank, or in credit/consumer loans. This individual needs to have a strong understanding of credit, loans and capital markets – with the ability to bring the numbers to life. Demonstrable success in FP&A is essential.

The Employer:

Our client is a private-equity-backed lending/financing business, specialising in providing financing solutions to domestic renewable energy & energy efficiency projects, to businesses nationwide.

Following a successful 2024, the client seeks a talented and experienced Director of FP&A to join the team. This key role will shape the financial strategy of our business and drive decision-making to support growth objectives, reporting directly to the C-Suite.

Key Responsibilities

Financial Planning & Analysis:

• Develop and manage financial models to support short-term and long-term forecasting, budgeting, pricing and strategic planning.

• Conduct variance analyses to identify key trends, risks, and opportunities.

Strategic Decision Support:

• Collaborate with senior leadership to provide actionable insights for decision-making.

• Partner with cross-functional teams such as capital markets, accounts, credit, treasury and operations to support new business initiatives and assess financial impacts.

Operational Efficiency:

• Streamline financial processes and reporting, leveraging advanced Excel skills to build tools and dashboards.

• Lead continuous improvements in forecasting accuracy and financial reporting.

Team Leadership:

• Manage and mentor FP&A analysts.

• Foster a collaborative, high-performing environment.

Qualifications

Experience:

• 7+ years of relevant experience in FP&A, preferably within a lender, bank, or financial services organization.

• Experience working across capital markets, credit, pricing, treasury.

• Demonstrated track record of success in a high-growth or entrepreneurial environment.

Technical Skills:

• Advanced Excel skills, including proficiency with complex formulas, data visualization, and scenario analysis.

• Experience with financial modeling and business intelligence tools (e.g., Tableau, Power BI, or similar).

Education:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.

• MBA or CFA designation preferred but not essential.

Attributes:

• Strong analytical and problem-solving skills.

• Exceptional communication and presentation abilities.

• Passion for process improvement.

Compensation:

• Competitive salary (up to $225K + bonus).

• Comprehensive benefits, including health insurance, vision, dental, 401K, retirement plans, and paid time off.

• Flexible work arrangements, including remote work opportunities.

• A clear route for career progression within a growing business.

Application Process:

Apply by clicking the link below, and include a copy of your resume for a quick response.