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Energy Jobline ZR

Director of Financial Planning in Nassau County

new york, NY

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Job description

Job Description

ABOUT THE ROLE

We are seeking a Director of Corporate Finance to lead financial planning, capital structure management, and stakeholder reporting for our private equity-backed company. This role partners closely with the CFO, the sponsor's deal team, and the board to drive the value creation plan, manage lender and investor relationships, and position the business for continued growth and a successful exit. The ideal candidate is comfortable operating in a fast-paced, metrics-driven private equity environment and can move fluidly between high-level strategy and hands-on execution.

Work Location: This position follows a hybrid work schedule and requires the employee to work on-site at our Lake Success headquarters three (3) days per week. This is not a fully remote position.

WHAT YOU'LL DO

Own the company's financial planning and analysis, including annual budgets, long-range plans, and monthly/quarterly forecasts aligned to the sponsor's value creation plan

Prepare and present board and sponsor reporting packages, including KPI dashboards, covenant compliance analysis, and variance commentary

Manage lender relationships, including covenant tracking, compliance certificates, and periodic reporting required under credit agreements

Partner with the CFO and sponsor deal team on capital structure decisions, including debt refinancing, add-on acquisitions, and dividend recapitalizations

Lead financial due diligence and integration planning for M&A transactions, including post-close synergy tracking

Own cash flow forecasting and working capital management to optimize liquidity across the business

Develop and track value creation plans (VCPs) to drive long-term EBITDA improvement

Support the annual audit process and coordinate with external auditors, lenders, and sponsor finance teams

Drive process improvements and build scalable financial infrastructure to support rapid growth and exit readiness

Build financial models supporting scenario planning, sensitivity analysis, and strategic decision-making for the executive team

WHAT WE'RE LOOKING FOR

8-12 years of progressive finance experience, including experience in a private equity-backed or PE portfolio company environment

Bachelor's degree in Finance, Accounting, or related field; MBA and/or CPA

Prior experience in investment banking, private equity, transaction advisory, or corporate development strongly

Deep understanding of credit agreements, covenant compliance, and lender reporting requirements

Strong track record building board-ready materials and presenting to sponsors, lenders, or boards of directors

Advanced financial modeling skills, including LBO, M&A, and scenario modeling

Experience with add-on acquisitions, integration planning, and post-merger synergy tracking

Proven ability to operate with high ownership in a lean, fast-moving finance organization

Strong Excel and financial systems skills (Planful, PowerBI, Power Query, Tableau, SQL)

Some of the benefits of being a part of our growing Parts Authority family:

Medical Coverage

Pharmacy Coverage

Dental Coverage

Vision Coverage

Basic Life and AD&D

Short Term Coverage

Voluntary Short Term Coverage

Voluntary Long Term Coverage

Flexible Spending Account

Commuter Expense Reimbursement Account

Health Savings Account

Health Reimbursement Account

Accident Insurance

Critical Illness Insurance

Hospital Indemnity Insurance

ID Theft Insurance

Legal Plan Insurance

Pet Insurance

Employee Assistance Program (EAP)

Paid Holidays, Sick and Vacation

Profit Sharing/401 (k) Plan

Employee Discounts on Merchandise

We are an Equal Opportunity Employer. We consider applicants for all positions without regard to , , creed, , , , , , marital status, , , citizenship status, presence of a non-job-related medical condition or handicap, or any other legally protected status. “We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring Ordinance.”

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Worksite address

new york, NY, 10261, US

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