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Director of Financial Planning and Analysis
Director of Financial Planning and AnalysisSNI Financial • Fort Worth, TX, United States
Director of Financial Planning and Analysis

Director of Financial Planning and Analysis

SNI Financial • Fort Worth, TX, United States
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  • [job_card.full_time]
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Director of Financial Planning and Analysis

Senior Partner at SNI Financial (formerly Q&A Recruiting)

We are seeking a strategic Director of FP&A – Alternative Investments to lead financial planning and analysis for our investment portfolio.

The ideal candidate will have deep experience with private credit investments within the financial services industry.

Key Responsibilities

  • Lead financial planning, forecasting, and reporting for the company’s alternative investment portfolio.
  • Develop advanced financial models for evaluating new and existing products and assessing profitability including private credit and CLO investments.
  • Drive quarterly board and executive reporting, including scenario analyses and risk assessments.
  • Build and enhance analytical frameworks and dashboards to support investment decision-making.
  • Manage and mentor a high-performing FP&A team, fostering continuous development and operational excellence.

Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, or related field.
  • 12+ years of experience in FP&A, operations and / or accounting within the alternative investment space including private credit and private equity.
  • Experience with private credit investments is a must .
  • Proven experience supporting executive-level stakeholders and presenting to senior leadership.
  • Advanced Excel and financial modeling skills; experience with BI tools (e.g., Power BI, Tableau) a plus.
  • Excellent communication, strategic thinking, and problem-solving skills.
  • Ability to operate in a dynamic, high-growth, and deadline-driven environment.

    • Why Join Us

  • Opportunity to shape the financial strategy behind high-impact investments.
  • Collaborative culture with exposure to senior leaders and cross-functional teams.
  • Competitive compensation, benefits, and significant long-term career-growth opportunities.

    • Seniority level : Director

    Employment type : Full-time

    Job function : Finance and Analyst

    Location : Dallas, TX

    Salary : $160,000.00 - $170,000.00

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    Director Of Financial Planning • Fort Worth, TX, United States

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