Financial Planning & Analysis Director

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.

What we’re looking for:

• 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.