Senior Director of FP&A

Dallas, TX, United States

If you are looking for opportunities to grow in your career and are passionate about using data & technology to innovate the future of digital commerce, we would love to talk with you about joining Momentum.

We are a dynamic collection of companies and offer shared services, processes, and best practices that enable, accelerate, and empower the organization. We believe that a growth-focused work environment fostering a culture of belonging, inclusion, and diversity will empower our team members to thrive both personally and professionally. Living out our values is not just a goal; it's a daily practice!

Join us in this full time role, based in our Dallas Office at the Link: 2601 Olive Street, Dallas, TX. Be part of a vibrant community where amazing people, data & insights, and perpetual innovation converge to shape the future of digital commerce!

As the Senior Director of FP&A, you will be a key member of the Finance leadership team, responsible for providing strategic financial insights and guidance to support the company's growth objectives. You will lead a team of FP&A professionals and collaborate closely with senior executives and key department leaders. Your role will be pivotal in guiding strategic decision-making and enhancing financial outcomes, aligning with our overarching objectives to scale our business and expand our portfolio companies. Ready to join our team? Join us.

A Day In The Life of this Role

As a Senior Director of FP&A at Momentum, your days will be dynamic and filled with opportunities to contribute to our mission. Here's a glimpse into what your typical day might look like:

Lead the development and execution of the company's financial planning processes, including annual budgeting, forecasting, and long-range planning.

Partner with executive leadership to develop and implement financial strategies aligned with the company's goals and objectives.

Champion the integration of AI and machine learning tools into the FP&A process to enhance forecasting accuracy, scenario planning, and decision making efficiency.

Provide strategic financial analysis and insights to support key business initiatives, investment decisions, and resource allocations.

Drive the development of financial models to evaluate business opportunities, assess risks, and forecast future performance.

Oversee the preparation and presentation of financial reports and analysis to senior management and the board of directors.

Establish and monitor key performance indicators (KPIs) to track financial performance and drive continuous improvement.

Mentor and develop a high-performing FP&A team, fostering a culture of collaboration, accountability, and professional growth.

Act as the primary financial advisor for at least one of our key portfolio companies, working directly with its business leaders to tailor financial strategies that support their unique challenges and opportunities.

Facilitate cross-company initiatives, ensuring that financial decisions and practices not only benefit the individual portfolio company but also contribute to the momentum and success of the collective.

Identify synergies and efficiencies across the portfolio to enhance overall financial performance and strategic positioning.

Qualifications

We’re looking for someone who:

Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.

Proven progressive experience in financial planning & analysis, with at least 5 years in a leadership role.

Demonstrated track record of success in developing and executing financial strategies to drive business growth and profitability.

Strong leadership and communication skills, with the ability to influence and collaborate effectively with senior executives and cross-functional teams.

Proven ability to build and manage complex financial models and perform in-depth financial analysis.

Extensive experience with financial planning software and ERP systems (e.g., SAP, Oracle).

Strategic thinker with a results-oriented mindset and a commitment to excellence.

Has a demonstrated history of leadership and initiative.

Is passionate for building and sustaining successful businesses and making a positive impact.

Demonstrates focus, attention to detail and maintaining accuracy.

Can handle multiple priorities and work in a fast-paced environment, navigating ambiguity and remaining agile.

When considering experience for this role, we typically find a great fit with candidates who have a minimum of 12+ years of relevant experience in the specified field. Additionally, experience in a holding company and/or in a start-up environment is a definite plus.

Company Overview

Momentum is a global innovation leader building a respected collection of independent technology and solutions providers that power digital commerce through amazing people, data and insights, and perpetual innovation. It invests in scaling and incubating modern, values-driven, people-first companies that partner with Fortune 500 brands throughout the entire customer lifecycle. Managing over $4B annually in direct media spend and 1,400+ global employees, Momentum’s portfolio includes PMG, Koddi, Further, Momentum Commerce, and Shipyard. For more information, please visit www.momentum.com .

Commitment to Diversity and Inclusion at Momentum

At Momentum, our commitment to change for the better is reflected in our dedication to fostering a culture of belonging, inclusion, and diversity. We recognize diversity and inclusion as key components of our company's success and growth. Recognizing the ongoing journey ahead, we are determined to make lasting impacts through the collective efforts of our Leadership team, People & Culture team, and every employee.

Momentum is an equal opportunity employer, considering all qualified applicants regardless of characteristics protected by law. These include, but are not limited to, race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, color, ancestry, and Veteran status. We actively seek qualified applicants from diverse backgrounds, with no consideration of criminal histories, in alignment with applicable legal requirements.

Should a reasonable accommodation be necessary for the application process and beyond, we are eager to review and provide reasonable accommodations as needed, in compliance with applicable laws.

Total Rewards

At Momentum, we prioritize the well-being of the whole individual. We are committed to supporting our people in every moment that matters on their journey with us! We are pleased to offer a comprehensive total rewards package designed to provide protection, peace of mind, and a focus on overall well-being while helping our people plan for the future.

The base salary range for this position may vary based on location. Actual compensation will be determined by role, level, and location, considering additional factors such as job-related skills, experience, and relevant education or training. For roles eligible for remote work, the base salary is tailored to the designated work location. In addition to the base salary, candidates may be eligible to receive a discretionary annual bonus, determined based on both the company's business performance and individual contributions. The People & Culture team will provide specific details during the hiring process.

We take pride in offering a comprehensive benefits package for our full-time employees, encompassing healthcare benefits, a 401(k) plan with an employer match, short-term and long-term disability coverage, life insurance, paid time off, parental leave, and various paid holidays, among other perks.

Our workplace offers opportunities for involvement in a wide range of challenging and impactful projects, across diverse industries and business models, fostering career advancement and development within our growing organization. The culture is highly collaborative and supportive, contributing to a fulfilling professional journey.

Note on Confidentiality

Any personal data collected during the application process will be treated with the utmost confidentiality and privacy.

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