Director, Financial Planning & Analysis (FP&A)

Crestline Investors, Inc., founded in 1997 and based in Fort Worth, Texas, is an institutional alternative investment management firm. Crestline specializes in credit and opportunistic investments, including financing and restructuring solutions for mature private equity funds. In addition, the firm manages a multi-PM equity market-neutral hedge fund, and provides beta and hedging solutions for institutional clients. The company maintains affiliate offices in New York City, London, Toronto and Tokyo.

Position Overview
Crestline is seeking a highly motivated and experienced Director of Financial Planning & Analysis (FP&A) to lead the firm’s financial planning function. This individual will play a key role in shaping the financial strategy and performance management of a complex portfolio of credit-focused investments. The ideal candidate is a hands-on leader with deep expertise in Anaplan, a strong command of financial modeling, and a background in alternative asset management.

This is an exciting opportunity to contribute to the strategic growth of a leading credit-focused investment firm by delivering meaningful insights to senior leadership, driving planning excellence, and enhancing financial infrastructure and reporting capabilities.

Key Responsibilities

• Lead the FP&A function across Crestline’s platform, overseeing budgeting, forecasting, financial modeling, and performance reporting
• Build and maintain robust, dynamic models in Anaplan to support budgeting, scenario analysis, and strategic decision-making
• Deliver actionable insights to the CFO and executive team to support business strategy, capital allocation, and firm-wide initiatives
• Collaborate cross-functionally with investment, accounting, operations, and distribution teams to ensure financial alignment and transparency
• Continuously evaluate and improve financial planning processes, with a focus on automation, efficiency, and scalability
• Manage, mentor, and develop a junior FP&A professional, fostering a high-performance, data-driven culture
• Ensure accuracy and compliance across all financial planning activities in accordance with internal controls and regulatory standards

Qualifications

Required:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CFA is a strong plus
• 8+ years of progressive FP&A experience, preferably within alternative asset management or credit-focused investing
• Deep understanding of financial modeling, forecasting, and budgeting best practices
• Familiarity with credit investment strategies (e.g., private credit, structured credit, portfolio financing)
• Ability to synthesize complex financial data into clear insights and recommendations for senior stakeholders
• Strong communication and leadership skills, with the ability to collaborate across departments and influence outcomes
• High proficiency in Microsoft Excel; experience with financial reporting tools and BI platforms (e.g., Power BI, Tableau) is a plus

Preferred:

• Demonstrated success in leading Anaplan-enabled FP&A transformations
• Experience integrating technology and automation into financial workflows
• Working knowledge of structured finance, portfolio performance metrics, and industry regulations
• Comfort operating in a dynamic, high-growth environment with competing priorities and evolving demands

What We Offer

• Competitive compensation and performance-based bonus structure
• High-impact role within a growing, credit-centric investment firm
• Exposure to senior leadership and cross-functional collaboration
• Professional growth opportunities within a results-oriented, team-first culture
• The chance to shape and modernize the financial planning infrastructure of a leading alternative asset manager