Director of Financial Planning and Analysis

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.