Director of Financial Planning & Analysis

Summary of Position

The Director of Financial Planning & Analysis leads Guardian Alarm’s FP&A function and is responsible for enterprise budgeting, forecasting, long-range planning, management reporting, financial analysis, performance measurement, and strategic decision support. Reporting to the Chief Financial Officer, this role partners closely with executive leadership, business leaders, and Finance partners to translate financial and operational data into clear insights, recommendations, and forward-looking analysis that support business performance and growth. The Director of FP&A leads the development and preparation of financial content used in Executive Leadership Team, Board of Directors, lender, and investor reporting and plays an important role in acquisition analysis, financial due diligence, integration planning, and post-acquisition performance measurement. This position also leads and develops the FP&A team while continuously improving planning, forecasting, reporting, and analytical capabilities across the organization.

Essential Functions

Financial Planning, Forecasting & Long-Range Planning

• Lead Guardian’s annual budgeting process, periodic forecasting activities, and long-range financial planning.
• Develop, maintain, and continuously improve financial models used for budgeting, forecasting, scenario planning, and strategic decision-making.
• Monitor financial and operational performance against budget, forecast, prior periods, and strategic objectives.
• Identify material variances, emerging trends, risks, and opportunities and provide actionable recommendations to leadership.
• Partner with business leaders to evaluate financial performance, resource allocation, investment priorities, and operating assumptions.
• Support the CFO and executive leadership in development of long-range business plans and financial strategies.
• Maintain a forward-looking view of business performance and proactively identify areas requiring management attention.

Management Reporting & Performance Analysis

• Lead the preparation of monthly and periodic management reporting packages, KPI dashboards, scorecards, variance analyses, and business-performance reporting.
• Analyze financial and operational results and translate data into clear insights regarding performance drivers, risks, opportunities, and recommended actions.
• Develop and maintain meaningful financial and operational KPIs that support organizational decision-making.
• Ensure management reporting is accurate, timely, consistent, and appropriately tailored to the intended audience.
• Perform and oversee ad hoc financial analyses supporting operational, strategic, and executive decision-making.
• Identify opportunities to improve reporting quality, relevance, automation, and efficiency.
• Partner with leaders across the organization to strengthen financial understanding and accountability for business performance.

Executive, Board, Lender & Investor Reporting

• Lead the development and preparation of financial content, forecasts, KPIs, performance analysis, and supporting schedules used in Executive Leadership Team, Board of Directors, lender, and investor reporting.
• Prepare financial commentary, variance explanations, trend analysis, performance summaries, and other supporting materials.
• Partner with the CFO to develop clear, accurate, and decision-useful financial information for presentation to internal and external stakeholders.
• Ensure financial information included in recurring Board and stakeholder reporting is accurate, complete, timely, and appropriately supported.
• Coordinate with Accounting and other Finance partners to ensure consistency between management reporting and underlying financial results.
• Support the CFO in responding to financial information requests from lenders, investors, ownership, or other stakeholders.

Acquisition & Strategic Financial Analysis

• Develop and maintain financial models used to evaluate acquisition opportunities, strategic investments, and other corporate initiatives.
• Analyze acquisition targets including revenue, profitability, cash flow, customer economics, recurring revenue metrics, operating performance, and return on investment.
• Support financial due diligence through analysis of historical performance, operating metrics, contracts, customer trends, financial risks, and key assumptions.
• Partner with the CFO, executive leadership, and cross-functional teams to support transaction evaluation and integration planning.
• Support post-acquisition financial tracking and performance measurement against transaction assumptions and integration expectations.
• Prepare financial analyses and executive-level materials used to evaluate acquisition opportunities and strategic initiatives.

Business Partnership & Strategic Decision Support

• Serve as a trusted financial partner to executive leadership and operational leaders across the organization.
• Translate financial information into practical business recommendations that support growth, profitability, efficiency, and customer value.
• Collaborate with cross-functional leaders to evaluate new initiatives, operating changes, investments, pricing decisions, and business opportunities.
• Challenge assumptions constructively and provide objective, data-driven insight into business decisions.
• Support strategic planning activities through financial analysis, scenario modeling, and performance measurement.
• Promote stronger financial understanding and disciplined decision-making throughout the organization.

FP&A Team Leadership & Development

• Lead, develop, and support the FP&A team by establishing clear priorities, expectations, and accountability.
• Provide ongoing coaching, feedback, technical guidance, and professional development to team members.
• Establish consistent forecasting, reporting, modeling, and analytical standards across the FP&A function.
• Allocate resources and manage departmental priorities to ensure timely completion of recurring and strategic deliverables.
• Support recruiting, onboarding, development planning, and succession planning for the FP&A team.
• Foster a culture of analytical rigor, collaboration, business partnership, continuous improvement, and accountability.

Process Improvement & FP&A Excellence

• Continuously improve budgeting, forecasting, reporting, financial modeling, and analytical processes.
• Identify opportunities to automate recurring analysis and reporting and reduce manual effort.
• Establish repeatable FP&A standards, templates, processes, and documentation that improve consistency and scalability.
• Partner with Finance, IT, and Data teams to improve access to reliable financial and operational information.
• Evaluate tools, technologies, and analytical capabilities that improve FP&A effectiveness and decision support.
• Monitor industry trends, competitive dynamics, and relevant economic factors that may affect business performance or planning assumptions.

Required Skills & Abilities

• Deep knowledge of financial planning, forecasting, budgeting, financial modeling, management reporting, and variance analysis.
• Strong understanding of financial statements, accounting principles, cash flow, profitability, and operational performance drivers.
• Advanced analytical and problem-solving skills with the ability to identify trends, risks, opportunities, and underlying business drivers.
• Strong business acumen and ability to translate financial information into actionable recommendations.
• Demonstrated ability to develop and present executive- and Board-level financial analysis.
• Strong financial modeling and scenario-planning capabilities.
• Advanced proficiency in Microsoft Excel and strong experience with financial planning, reporting, ERP, and business intelligence tools.
• Strong communication and presentation skills with the ability to communicate complex financial information clearly to financial and non-financial audiences.
• Strong leadership, coaching, and team-development capabilities.
• Ability to manage multiple priorities and recurring deliverables in a fast-paced, growth-oriented environment.
• High degree of integrity, judgment, accuracy, and attention to detail.
• Ability to influence and build effective partnerships across functions and levels of the organization.

Education & Experience Required

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field required.
• MBA, CPA, CMA, or other relevant advanced degree or certification preferred.
• Minimum of seven (7) years of progressive experience in FP&A, corporate finance, financial analysis, accounting, investment banking, or related financial disciplines.
• Minimum of three (3) years of experience leading or managing FP&A, finance, or analytical teams preferred.
• Demonstrated experience leading budgeting, forecasting, management reporting, and financial modeling processes required.
• Experience supporting executive and Board-level reporting strongly preferred.
• Experience supporting acquisitions, financial due diligence, transaction modeling, or post-acquisition performance analysis strongly preferred.
• Experience within recurring-revenue, subscription, security, telecommunications, or another comparable business model preferred.
• Experience in a private equity-backed or acquisition-driven organization preferred.