Carr's Hill Partners · 5 days ago
Director of Financial Planning and Analysis
New Orleans, LA
Full-time
Onsite
Lead/Staff, Director/Executive
3+ years expCarr’s Hill Partners is a New Orleans-based private equity firm focused on family- and founder-owned businesses. They are seeking a Director of Financial Planning & Analysis (FP&A) to support financial reporting, planning, and analytical functions across the firm’s portfolio companies, enhancing financial visibility and supporting data-driven decision-making.
Venture Capital & Private Equity
Responsibilities
Partner closely with portfolio company CFOs and finance teams to improve the accuracy, timeliness, and consistency of weekly, monthly, quarterly, and annual financial reporting
Assist in the development and refinement of management reporting packages, KPIs, and dashboards tailored to each business
Review financial statements and operating results, identify trends and variances, and help management teams understand key drivers of performance
Support budgeting, forecasting, and long-range planning processes at the portfolio company level
Help implement best-in-class FP&A processes, including standardized reporting templates, forecasting methodologies, and performance metrics
Conduct ad hoc financial analyses related to pricing, margins, cost structure, working capital, capital expenditures, and growth initiatives
Support value creation initiatives by providing analytical insight into operational improvements, organic growth, and acquisition opportunities
Assist with integration planning and financial reporting for add-on acquisitions
Serve as a financial liaison between Carr’s Hill and portfolio company management teams
Support internal investment and portfolio review processes by preparing and reviewing financial analyses and presentation materials
Assist with financial due diligence and modeling in connection with new platform investments and add-on acquisitions
Coordinate with external advisors, including accounting firms and consultants, as needed
Evaluate existing financial systems, processes, and controls at portfolio companies and recommend improvements
Support CFOs in strengthening internal controls, forecasting discipline, and financial planning capabilities as businesses scale
Help establish consistent financial reporting standards across the portfolio while respecting business-specific needs
Qualification
Required
Bachelor's degree in Finance, Accounting, or a related field; MBA or CPA preferred but not required
3–5 years of relevant experience in FP&A, corporate finance, consulting, or transaction services
Experience working with middle-market or lower middle-market operating companies; private equity–backed experience strongly preferred
Strong financial modeling, forecasting, and analytical skills
Solid understanding of financial statements, operational drivers, and performance metrics
Ability to communicate complex financial concepts clearly to non-financial stakeholders
Highly organized, detail-oriented, and comfortable managing multiple priorities across several portfolio companies
Collaborative mindset with a hands-on, solutions-oriented approach
Preferred
MBA or CPA
Company
Carr's Hill Partners
Carr's Hill Partners is a lower middle-market private equity firm that provides equity capital.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Tyler Houin
Managing Director
Recent News
Morningstar.com
2025-07-09
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