Director of Financial Planning & Analysis

Position Title: Director of Financial Planning & Analysis
Location: Dallas, TX
Reporting To: Chief Financial Officer

About the Role:
Symbiotic Services is seeking an experienced Director of Financial Planning & Analysis to lead strategic financial operations for a dynamic, private equity–backed manufacturing organization in the upholstered furniture industry. This is a high\-impact leadership role, ideal for a finance expert with deep operational and manufacturing finance experience, especially in PE\-backed environments.

Key Responsibilities:

Financial Planning & Forecasting

• Lead annual budgeting and financial forecasting across all business units.
  


• Maintain rolling forecasts integrating operational and market data.
  


• Develop long\-range financial models supporting growth and capital investments.
  

Cash Flow Management

• Own the 13\-week cash flow reporting and short/long\-term liquidity planning.
  


• Optimize working capital through close collaboration with AR, AP, and inventory teams.
  

Business Unit Oversight

• Deliver financial oversight across multiple manufacturing units.
  


• Establish and standardize financial processes, KPIs, and reporting frameworks.
  


• Provide insights to improve operational efficiency and profitability.
  

Manufacturing & Operational Finance

• Conduct operations labor analysis and product margin evaluation.
  


• Analyze manufacturing variances and cost drivers alongside operations and supply chain.
  

Capital Investments

• Lead Capex benefit analysis, including ROI and strategic assessments.
  


• Support investments in automation, equipment, and facilities.
  

Private Equity Reporting

• Prepare reporting for PE sponsors, lenders, and boards.
  


• Deliver insights aligned with EBITDA growth and value creation.
  

Leadership & Process Improvement

• Mentor finance team members.
  


• Improve systems and processes for faster, more accurate decision\-making.
  


• Ensure internal controls and discipline in a high\-paced environment.
  

Additional Responsibilities:

• Coordinate monthly, quarterly, and annual financial reporting.
  


• Provide in\-depth variance analysis and financial modeling.
  


• Support pricing, costing (BOMs), and KPI development across departments.
  


• Leverage analytics and modeling for strategic decision\-making.
  

Qualifications:

• Bachelor’s in Finance, Accounting, or related field (MBA or CPA preferred).
  


• 10+ years of progressive finance leadership in manufacturing.
  


• Strong proficiency in:
  




• 13\-week cash flow forecasting
  


• Multi\-unit financial management
  


• Labor and margin analysis
  


• Capex ROI assessments
  


• Scenario modeling
  

Key Traits:

• Strategic, analytical, and operationally minded.
  


• Strong communication and leadership skills.
  


• Proven ability to thrive in fast\-paced PE environments.