Director, Financial Planning & Analysis
Vixxo is seeking a full-time Director, Financial Planning & Analysis to join our Scottsdale, AZ or Wichita, KS office.
Position Summary:
The Director of Financial Planning & Analysis (FP&A) will lead and transform the FP&A function into a data-driven, AI-enabled capability within a high-volume, operationally complex facility maintenance business. This role is responsible for owning all aspects of financial reporting, budgeting, forecasting, and long-range planning while driving automation, scalability, and actionable insights across the organization. The ideal candidate is a hands-on builder who thrives in an unstructured environment, challenges the status quo, and leverages AI and data to improve decision-making and business performance. This role reports directly to the Chief Financial Officer and will oversee two direct reports.
Key Responsibilities:
Own and drive monthly reporting of consolidated and business unit P&Ls through EBITDA, delivering clear, actionable insights
Lead monthly finance reviews with senior leadership, providing data-driven analysis on gross margin, cost drivers, and business performance
Design and implement AI-enabled reporting and forecasting workflows to eliminate manual processes and improve speed and accuracy
Build scalable, data-driven models to support annual budgeting and quarterly forecasting across business units and operational departments
Analyze high-volume operational data (job-level, customer-level, and labor costs) to identify margin improvement opportunities
Develop and maintain long-range financial planning models to support strategic decision-making
Own financial reporting deliverables for banks, shareholders, and the Board of Directors
Partner with business unit leaders to drive accountability, challenge assumptions, and improve financial performance
Identify and implement process improvements that increase efficiency, transparency, and data quality across the finance function
Qualifications:
Minimum of 7 years of progressive FP&A or financial analysis experience
Bachelor’s degree in Finance, Accounting, or related field; MBA preferred
Experience in organizations of at least $300M in revenue, preferably in service-based or operationally intensive industries
Demonstrated success building or transforming FP&A processes, not just maintaining them
Strong experience working with large, complex datasets (ERP systems, operational data, and business intelligence tools)
Proven ability to influence and partner with senior leaders, including C-suite executives
Advanced proficiency in Excel and PowerPoint; experience with BI tools (e.g., Power BI, Tableau) strongly preferred
Hands-on experience with budgeting and forecasting systems (Eg Planful preferred)
Experience leveraging AI tools (e.g., Claude or similar) to enhance analysis, reporting, and productivity
Strong understanding of accounting concepts and financial statements
Other Skills:
Relentless curiosity with a bias toward testing and implementing new tools, particularly AI-driven solutions
Acts with urgency and ownership in a fast-paced, unstructured environment
Excellent verbal and written communication skills with the ability to translate complex data into clear decisions
Creative and innovative problem-solving mindset with the ability to challenge existing processes
High level of accountability and ownership over deliverables and quality of work
Ability to work independently with minimal oversight while driving cross-functional alignment
Comfortable pushing business leaders with data-driven insights and recommendations
What Success Looks Like in 90 Days:
Deploy initial AI-enabled workflows that significantly reduce manual effort in monthly reporting and forecasting
Deliver an improved monthly finance package with clear, actionable insights on gross margin and EBITDA performance
Establish credibility and strong working relationships with business unit leaders and senior leadership
Identify and present key margin improvement opportunities based on data-driven analysis
Build momentum and structure for the FY2027 budgeting and long-range planning process
Why Vixxo:
Vixxo wants your ambition, your experience, your talent, and what makes you unique. We may have a place for you on one of our many teams, all dedicated to facilities management for some of your favorite retail, grocery, restaurant and convenience market brands. Just like you would, we hold ourselves accountable for growing the company and meeting aggressive goals. We also work equally as hard at growing our corporate culture, which includes Vixxo’s commitment to diversity and the fact great minds think differently.