The Director of FP&A will lead budgeting, forecasting, and financial reporting while partnering with leaders and enhancing finance functions through technology and analytics.
CPI Security is seeking a hands-on Director of Financial Planning & Analysis (FP&A) to lead budgeting, forecasting, financial reporting, and strategic financial analysis. This role will partner with business leaders, support executive decision-making, and help modernize the finance function through automation, analytics, and AI-enabled tools. This is a player-coach role ideal for a finance leader who can manage and develop talent while directly building models, analyzing performance, improving processes, and delivering clear, actionable insights.
Headquartered in Charlotte, North Carolina, CPI Security was founded in 1991 on an entrepreneurial spirit and a passion for helping and protecting others. What started as a company of 10 employees and 300 customers has grown into one of the nation's top 10 largest security providers with over 750 employees.Over the years, CPI has received many awards for excellence, such as twice-awarded SDM Dealer of the Year, Central Station of the Year, and the Marvel Award. The company leads the industry in alarm response times, is consistently ranked in the top 10 of electronic security businesses and is widely known as North Carolina and South Carolina's Top 25 Best Places to Work.
What you’ll do:
- Lead the annual budgeting process and rolling forecasts, partnering with department leaders to align financial plans with business priorities.
- Build and maintain driver-based financial models, scenario analyses, sensitivity models, ROI models, and executive reporting.
- Own monthly financial reporting, including variance analysis, KPI tracking, forecast updates, and performance insights.
- Analyze revenue, margins, operating expenses, customer economics, and key business drivers to identify risks and opportunities.
- Serve as a finance business partner to leaders across the organization, providing data-driven recommendations.
- Improve forecasting, reporting, and planning processes through automation, BI tools, analytics, and AI-enabled solutions.
- Partner with Finance Systems, IT, and cross-functional teams to improve data quality, reporting tools, and system integrations.
- Manage and develop a Senior Financial Analyst, providing coaching, workflow guidance, and accountability.
- Bachelor’s degree in Finance, Accounting, Data Analytics, Business, or related field.
- MBA, CPA, CFA, or related advanced credential preferred.
- 7–10+ years of FP&A, corporate finance, strategic finance, or financial analysis experience.
- Experience owning budgeting, forecasting, variance analysis, and financial reporting processes.
- Prior experience managing or mentoring at least one analyst.
- Strong financial modeling skills with the ability to build models from scratch.
- Experience with ERP systems, planning tools, BI platforms, analytics software, or financial reporting systems.
- Advanced Excel skills required; SQL, Power BI, Tableau, automation tools, planning software, or AI-enabled finance tools preferred.
- Strong communication skills with the ability to translate financial data into clear business insights.
- Hands-on ownership: You can lead strategically while getting into the details.
- Analytical rigor: You use data to identify trends, risks, and opportunities.
- Technology mindset: You look for ways to improve speed, accuracy, and insight through systems and automation.
- Business partnership: You understand financial and operational drivers and support better decision-making.
- Leadership: You develop talent, improve workflows, and deliver high-quality results.
- High visibility with executive leadership.
- Opportunity to shape a modern, analytics-driven FP&A function.
- Player-coach role with both leadership and hands-on ownership.
- Direct impact on forecasting, planning, reporting, and strategic decision support.
What's In It For You:
- Competitive compensation package with opportunities for performance-based bonuses.
- Comprehensive medical, dental, vision, short- & long-term disability, and life insurance coverage.
- Generous paid time off, including company holidays, floating holidays, and vacation days.
- 401(k) plan with a competitive company match.
- Professional development opportunities, including education assistance programs to support ongoing learning and career growth.
- A dynamic, inclusive company culture with a strong commitment to community engagement and volunteer opportunities.
- Access to on-site amenities such as a café, fitness center, walking trail, and more.
CPI Security Systems Charlotte, North Carolina, USA Office
4300 Sandy Porter Rd, Charlotte, NC, United States, 28273
Similar Jobs
Healthtech • Biotech
Leads enterprise budgeting, forecasting, long-range planning, financial consolidation, performance reporting, variance analysis, KPI standardization, and scenario modeling. Partners with finance and corporate leaders to provide insights, guide strategy, and support value creation. Prepares analyses for senior executives and the Board, supports finance systems modernization, improves FP&A processes, mentors team members, develops succession plans, and scales enterprise FP&A capabilities.
Top Skills:
MS OfficeOracle Fusion CloudOracle Fusion ErpOracle Hyperion Financial ManagementPeoplesoftPeoplesoft Planning And Budgeting Cloud ServicePower BITableau
Marketing Tech • Social Media • Software • Analytics • Business Intelligence
Leads go-to-market financial planning and analysis, partnering with Sales, Revenue Operations, and Partnerships leadership. Owns GTM reporting, P&L planning, forecasting, variance analysis, financial modeling, pipeline and bookings analysis, sales capacity planning, quota setting, and compensation design. Builds scalable reporting and data solutions using Pigment, Salesforce, Tableau, and SQL while providing strategic insights on pricing, packaging, revenue, and business performance.
Top Skills:
ExcelPigmentSalesforceSQLTableau
HR Tech • Information Technology • Professional Services • Sales • Software
Leads payroll services and operations across the US and UK, owning strategy, implementation quality, customer outcomes, scalability, revenue, and P&L. Builds and scales payroll service models for SMB and mid-market customers, partners with Product, Engineering, Customer Success, Sales, and Operations, and develops a high-performing organization. Uses AI, automation, and innovative operating approaches to improve efficiency, retention, expansion, and service delivery.
Top Skills:
AIAutomationSaaS
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
