Director of Financial Planning & Analysis (FP&A)
Job Description
Position Summary
Heritage Landscape Supply Group is seeking a strategic, results-driven Director of Financial Planning & Analysis (FP&A) to lead enterprise-wide planning, forecasting, performance management, and decision support.
As a key partner to executive and operational leadership, this role provides financial insights, scenario analysis, and strategic guidance to drive growth, profitability, and long-term value creation. The ideal candidate brings strong financial and analytical expertise, proven leadership, and the ability to translate complex data into actionable business decisions.
Based at our Field Support Center, this position collaborates closely with leaders across Heritage Landscape Supply Group and parent company, SRS Distribution, to support one of the nation’s fastest-growing landscape distribution organizations.
What You'll Do
Strategic Financial Leadership
Lead the annual operating plan, long-range planning, budgeting, and rolling forecast processes across the business.
Partner with executive and operational leaders to translate strategy into measurable financial objectives and performance targets.
Develop financial models, scenario analyses, and business cases to support strategic decision-making, investments, and growth initiatives.
Provide actionable insights and recommendations related to revenue growth, profitability, capital allocation, operational efficiency, and emerging business opportunities and risks.
Support strategic initiatives, including mergers and acquisitions, through financial analysis, due diligence, valuation, and post-acquisition performance assessment.
Executive Partnership & Performance Management
Serve as a trusted advisor to senior leadership, delivering executive-level reporting, presentations, and financial analyses that drive critical business decisions.
Develop and monitor key performance indicators (KPIs) aligned with organizational goals and value creation objectives.
Drive financial transparency and visibility across the organization through enhanced reporting, analytics, and performance measurement.
Identify performance trends, risks, and opportunities, recommending actions to improve business results and accountability.
Team Leadership & Development
Lead, coach, and develop a high-performing FP&A team while fostering a culture of analytical excellence, accountability, continuous improvement, and business partnership.
Build scalable finance capabilities, processes, and talent to support organizational growth and increasing business complexity.
Foster strong cross-functional collaboration across operations, sales, HR, and corporate functions.
Process Improvement & Finance Transformation
Enhance forecasting accuracy, reporting effectiveness, and decision-support capabilities through process optimization and automation.
Lead the evolution of financial planning systems, reporting infrastructure, and data governance practices.
Drive finance transformation initiatives that improve scalability, operational efficiency, and business insight generation.
What We’re Looking For
Required Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
10+ years of progressive experience in FP&A, corporate finance, investment banking, consulting, or related disciplines.
5+ years of leadership experience managing teams within a complex, multi-entity organization.
Advanced financial modeling, forecasting, budgeting, and scenario-planning expertise.
Strong understanding of financial statements, cash flow, ROIC, and value creation metrics.
Advanced proficiency in Microsoft Excel and PowerPoint.
Experience working with ERP systems and business intelligence tools (e.g., Adaptive Planning, Power BI, Tableau, etc.).
Demonstrated success partnering with executive leadership and operational stakeholders to drive business performance.
Preferred Qualifications
MBA, CPA, CFA, or other advanced financial credentials.
Experience in wholesale distribution or similar multi-location operating environments, including branch-based or decentralized P&L structures.
Strong background partnering with operations leaders, sales leaders, and field management teams.
Experience supporting acquisitions, integrations, and growth-oriented organizations.
Proven ability to improve forecast accuracy, reporting quality, and financial visibility across multiple business units.
Direct Manager/Direct Reports
Reports to: President, Heritage Family of Companies
Direct Reports: FP&A Managers and/or Analysts
Why Join Heritage Landscape Supply Group?
Heritage Landscape Supply Group is one of the largest and fastest-growing wholesale distributors of landscape, irrigation, and outdoor living products in North America. We are committed to building a high-performance culture that empowers leaders to drive results, challenge conventional thinking, and create long-term value.
This role offers significant executive visibility and the opportunity to influence strategic decisions across a growing national platform. The successful candidate will play a critical role in helping shape the future of the business through financial leadership, operational partnership, and forward-looking decision support.
Travel: Up to 30% travel.
Work Environment: This role is based at our Field Support Center and works closely with executive leadership, operational leaders, and business partners across the organization. Regular in-office presence is expected to support collaboration, strategic planning, and decision-making.
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Job Location: SRS Distribution - McKinney
7440 State Highway 121 McKinney, TX 75070-3104
As an Equal Employment Opportunity (EEO) employer SRS Distribution Inc., including all its subsidiaries, provides job opportunities to qualified individuals without regard to actual or perceived race, color, creed, religion, national origin, sex, gender, age, disability, gender identity, sexual orientation, citizenship status, uniform service, veteran status, marital status, genetic information, physical or mental disability, or any other characteristic in accordance with applicable federal, state, and local EEO laws. If you are an individual with a disability or a disabled veteran and require a reasonable accommodation in applying for any posted position, please contact Human Resources at US: 855.556.3221, or by email to: [email protected] with the nature of your accommodation request and include the Business name, location and title of the job opening. Please allow one (1) business day for a reply. All employment offers are contingent upon successful completion of a background check and drug screen, as permitted by law.
Competitive weekly/bi-weekly pay, discretionary bonuses, 401(k) with company match, Employee Stock Purchase Plan, paid time off (vacation, sick, volunteer, holidays, birthday, floating), medical/dental/vision, flexible spending accounts, company-paid life and short-term disability, plus optional long-term disability, and additional life insurance. All benefits subject to eligibility.
Should a Candidate be submitted to fill a position by a recruiting or staffing services agency (“Agency”), the Company has no obligation to pay the Agency any fee for submission, offer, placement or any service without a fully executed contract of service covering the engagement.