Frederick Fox

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About the JobOur client is a fast-growing, private equity–backed firm that helps consumer goods suppliers recover money owed to them by the world's largest retailers. Through post-audit reviews, deduction recovery, and supply chain claims work, we return meaningful dollars to our clients' bottom lines. About the RoleWe're looking for a Director of FP&amp;A to own the analytical engine of the company. Reporting to the Head of Finance and Accounting, this role sits at the intersection of FP&amp;A, billing operations, and strategic finance — and it's a genuinely hands-on seat. You'll build the models our leadership and financial sponsor rely on to run the business, own the monthly revenue forecast, resolve complex client billing matters, and turn messy operational data into clear, decision-ready reporting. This is a high-visibility role with real scope. The right candidate is equal parts builder and operator: someone who can construct a driver-based forecast model from raw operational data and communicate what it means to any audience. What You'll DoForecasting &amp; FP&amp;A<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Lead the annual operating plan process end-to-end, partnering cross-functionally with department leaders to build budgets, targets, and headcount plans the whole company can execute against</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Own and maintain the long-term financial model, connecting near-term performance to the multi-year growth trajectory</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Own the monthly short-term revenue forecasting process across all business lines and recovery streams</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Build and maintain pipeline-driven revenue forecast models linked to live operational data, incorporating probability weighting, timing assumptions, and recovery aging logic</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Lead budget-vs-actual analysis, EBITDA reporting, and add-back schedules for investor reporting, proactively highlighting risks and opportunities in the numbers</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Operate and build upon the company's existing sales analytics, extending visibility into pipeline, customer, and revenue trends</li>
</ul>Investor &amp; Executive Reporting<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Prepare sponsor-facing analyses and models, including scenario planning, expense deep-dives, and recovery pipeline valuations</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Support diligence, integration, and reporting workstreams tied to acquisitions, including entity structuring questions and systems migration (ERP, corporate card/spend platforms)</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Assist with bank reporting and lender covenant analysis, including compliance calculations and periodic lender reporting packages</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Assist with building the quarterly board presentation</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Communicate effectively and directly with executive leadership, presenting findings and highlighting the risks and opportunities that should shape decisions</li>
</ul>Billing &amp; Revenue Operations<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Own revenue and billing analytics across recovery categories, including invoice-level reconciliation</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Resolve client billing disputes end-to-end: reconcile invoice detail against client records, propose methodology changes where warranted, and support settlement discussions with clear, audit-ready workbooks</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Partner with AR and client experience teams to improve billing triggers, credit memo handling, and invoicing methodology</li>
</ul>Compensation &amp; Incentive Analysis<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Build and maintain compensation analyses and incentive/commission plan models</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Partner with department leaders to design and evaluate team incentive structures, quantifying cost and revenue impact for executive approval</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Oversee the analytical integrity of bonus, commission, and other compensation accruals; forecast liability balances and flag true-up risk</li>
</ul>Reporting Infrastructure &amp; Automation<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Maintain and improve daily/monthly tracking of submissions, recoveries, and pre-billing pipeline across multiple systems (ERP, BI tooling, and project management platforms)</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Continuously convert manual, spreadsheet-heavy processes into structured, formula-driven, or semi-automated reporting tools</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Serve as the connective tissue between operational data and financial reporting</li>
</ul> What We're Looking For<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">7+ years of progressive finance experience, with significant time in FP&amp;A, revenue operations, or strategic finance roles</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Expert-level Excel and Google Sheets skills: complex multi-tab models, SUMIFS-driven analysis, dynamic reporting, and clean workbook architecture are second nature</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience in a private equity–backed environment, including investor reporting, EBITDA adjustments, and diligence support</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong accounting fluency: comfortable interpreting journal entries, accrual mechanics, and balance sheet implications from an FP&amp;A lens</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Demonstrated ability to work with messy, multi-source operational data and turn it into reliable reporting; experience with ERP systems, BI tools, or project management systems as data sources is a strong plus</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Excellent written communication; you'll draft client-facing and auditor-facing correspondence and executive-ready summaries</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Comfort operating independently with high ambiguity, direct executive exposure, and shifting priorities</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Active, hands-on use of AI tools for model-building, variance analysis, and reporting automation, with enthusiasm for embedding them deeper into finance workflows</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience in retail supplier ecosystems, deduction/post-audit recovery, or adjacent industries is a plus, not a requirement</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience in M&amp;A and/or capital markets is a plus</li>
</ul>Why This RoleYou'll inherit a well-built analytical foundation and the mandate to make it better. Few roles at this level offer this combination: direct executive and investor exposure, ownership of the numbers that drive company decisions, and the freedom to build. If you like being the person everyone comes to when they need the real answer, this is your seat.

About the Job

Our client is a fast-growing, private equity–backed firm that
helps consumer goods suppliers recover money owed to them by the
world's largest retailers. Through post-audit reviews, deduction
recovery, and supply chain claims work, we return meaningful
dollars to our clients' bottom lines.

About the Role

We're looking for a Director of FP&A to own the analytical engine
of the company. Reporting to the Head of Finance and Accounting,
this role sits at the intersection of FP&A, billing operations,
and strategic finance — and it's a genuinely hands-on seat.
You'll build the models our leadership and financial sponsor rely
on to run the business, own the monthly revenue forecast, resolve
complex client billing matters, and turn messy operational data
into clear, decision-ready reporting.

This is a high-visibility role with real scope. The right
candidate is equal parts builder and operator: someone who can
construct a driver-based forecast model from raw operational data
and communicate what it means to any audience.

What You'll Do

Forecasting & FP&A

* Lead the annual operating plan process end-to-end, partnering
cross-functionally with department leaders to build budgets,
targets, and headcount plans the whole company can execute
against
* Own and maintain the long-term financial model, connecting
near-term performance to the multi-year growth trajectory
* Own the monthly short-term revenue forecasting process across
all business lines and recovery streams
* Build and maintain pipeline-driven revenue forecast models
linked to live operational data, incorporating probability
weighting, timing assumptions, and recovery aging logic
* Lead budget-vs-actual analysis, EBITDA reporting, and add-back
schedules for investor reporting, proactively highlighting risks
and opportunities in the numbers
* Operate and build upon the company's existing sales analytics,
extending visibility into pipeline, customer, and revenue trends
Investor & Executive Reporting

* Prepare sponsor-facing analyses and models, including scenario
planning, expense deep-dives, and recovery pipeline valuations
* Support diligence, integration, and reporting workstreams tied
to acquisitions, including entity structuring questions and
systems migration (ERP, corporate card/spend platforms)
* Assist with bank reporting and lender covenant analysis,
including compliance calculations and periodic lender reporting
packages
* Assist with building the quarterly board presentation
* Communicate effectively and directly with executive leadership,
presenting findings and highlighting the risks and opportunities
that should shape decisions
Billing & Revenue Operations

* Own revenue and billing analytics across recovery categories,
including invoice-level reconciliation
* Resolve client billing disputes end-to-end: reconcile invoice
detail against client records, propose methodology changes where
warranted, and support settlement discussions with clear,
audit-ready workbooks
* Partner with AR and client experience teams to improve billing
triggers, credit memo handling, and invoicing methodology
Compensation & Incentive Analysis

* Build and maintain compensation analyses and
incentive/commission plan models
* Partner with department leaders to design and evaluate team
incentive structures, quantifying cost and revenue impact for
executive approval
* Oversee the analytical integrity of bonus, commission, and
other compensation accruals; forecast liability balances and flag
true-up risk
Reporting Infrastructure & Automation

* Maintain and improve daily/monthly tracking of submissions,
recoveries, and pre-billing pipeline across multiple systems
(ERP, BI tooling, and project management platforms)
* Continuously convert manual, spreadsheet-heavy processes into
structured, formula-driven, or semi-automated reporting tools
* Serve as the connective tissue between operational data and
financial reporting

What We're Looking For

* 7+ years of progressive finance experience, with significant
time in FP&A, revenue operations, or strategic finance roles
* Expert-level Excel and Google Sheets skills: complex multi-tab
models, SUMIFS-driven analysis, dynamic reporting, and clean
workbook architecture are second nature
* Experience in a private equity–backed environment, including
investor reporting, EBITDA adjustments, and diligence support
* Strong accounting fluency: comfortable interpreting journal
entries, accrual mechanics, and balance sheet implications from
an FP&A lens
* Demonstrated ability to work with messy, multi-source
operational data and turn it into reliable reporting; experience
with ERP systems, BI tools, or project management systems as data
sources is a strong plus
* Excellent written communication; you'll draft client-facing and
auditor-facing correspondence and executive-ready summaries
* Comfort operating independently with high ambiguity, direct
executive exposure, and shifting priorities
* Active, hands-on use of AI tools for model-building, variance
analysis, and reporting automation, with enthusiasm for embedding
them deeper into finance workflows
* Experience in retail supplier ecosystems, deduction/post-audit
recovery, or adjacent industries is a plus, not a requirement
* Experience in M&A and/or capital markets is a plus

Why This Role

You'll inherit a well-built analytical foundation and the mandate
to make it better. Few roles at this level offer this
combination: direct executive and investor exposure, ownership of
the numbers that drive company decisions, and the freedom to
build. If you like being the person everyone comes to when they
need the real answer, this is your seat.

Director of FP&A

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