Director of FP&A

STAT Recovery Services is a fast-growing, private equity-backed firm that helps consumer goods suppliers recover money owed to them by the world's largest retailers, including Walmart, Target, and Amazon. Through post-audit reviews, deduction recovery, and supply chain claims work, we return meaningful dollars to our clients' bottom lines.

We're looking for a Director of FP&A to own the analytical engine of the company. Reporting to the Head of Finance and Accounting, this role sits at the intersection of FP&A, billing operations, and strategic finance, and it's a genuinely hands-on seat. You'll build the models our CEO and private equity sponsor rely on to run the business, own the monthly revenue forecast, resolve complex client billing matters, and turn messy operational data into clear, decision-ready reporting.

This is a high-visibility role with real scope. The right candidate is equal parts builder and operator: someone who can construct a driver-based forecast model from raw operational data and communicate what it means to any audience.

Forecasting & FP&A

• Lead the annual operating plan process end-to-end, partnering cross-functionally with department leaders to build budgets, targets, and headcount plans the whole company can execute against
• Own and maintain the long-term financial model, connecting near-term performance to multi-year growth trajectory
• Own the monthly short-term revenue forecasting process across all business lines (Walmart post-audit, Walmart Supply Chain, Target, Amazon, and adjacent recovery streams)
• Build and maintain pipeline-driven revenue forecast models linked to live operational data, incorporating probability weighting, timing assumptions, and recovery aging logic
• Lead budget-vs-actual analysis, EBITDA reporting, and add-back schedules for investor reporting, proactively highlighting risks and opportunities in the numbers
• Operate and build upon the company's existing sales analytics, extending visibility into pipeline, customer, and revenue trends

• Build and maintain compensation analyses and incentive/commission plan models
• Partner with department leaders to design and evaluate team incentive structures, quantifying cost and revenue impact for executive approval
• Oversee the analytical integrity of bonus, commission, and other compensation accruals; forecast liability balances and flag true-up risk

• 7+ years of progressive finance experience, with significant time in FP&A, revenue operations, or strategic finance roles
• Expert-level Excel and Google Sheets skills: complex multi-tab models, SUMIFS-driven analysis, dynamic reporting, and clean workbook architecture are second nature
• Experience in a private equity-backed environment, including investor reporting, EBITDA adjustments, and diligence support
• Strong accounting fluency: comfortable interpreting journal entries, accrual mechanics, and balance sheet implications from an FP&A lens
• Demonstrated ability to work with messy, multi-source operational data and turn it into reliable reporting; experience with NetSuite, Power BI, Microsoft Fabric, or project management systems (e.g., Asana) as data sources is a strong plus
• Excellent written communication; you'll draft client-facing and auditor-facing correspondence and executive-ready summaries
• Comfort operating independently with high ambiguity, direct executive exposure, and shifting priorities
• Active, hands-on use of AI tools for model-building, variance analysis, and reporting automation, with enthusiasm for embedding them deeper into finance workflows
• Experience in retail supplier ecosystems, deduction/post-audit recovery, or adjacent industries is a plus, not a requirement
• Experience in M&A and/or capital markets is a plus