Director of FP&A and M&A Job at Pen Manufacturing (Formerly Pendarvis Manufacturing), Anaheim, CA

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  • Pen Manufacturing (Formerly Pendarvis Manufacturing)
  • Anaheim, CA

Job Description

Job Title: Director, FP&A & M&A

Location: Anaheim, CA

Reports To: Chief Financial Officer (CFO)

Position Summary

We are seeking a highly driven Director of FP&A & M&A to join our executive team in Anaheim, CA. This individual will play a critical role in identifying, evaluating, and executing strategic acquisitions and financial planning initiatives. Reporting directly to the CFO, this position demands a results-oriented professional who can seamlessly lead due diligence efforts, support investor relations, enhance financial infrastructure, and provide strong operational oversight.

Key Responsibilities

Deal Origination & Evaluation

  • Review and analyze 300–600 CIMs and financial packages annually to identify potential acquisition targets.
  • Maintain a CIM-to-LOI conversion rate aligned with company benchmarks (target: 30–60 LOIs/year).
  • Target 6–8 accepted LOIs per year, resulting in 3–4 high-quality closed deals annually.
  • Drive outreach to potential customers and investment targets to convert prospects into signed agreements.
  • Perform detailed financial modeling including EBITDA/EV analysis, LBO scenarios, IRR assessments, and cap table modeling.
  • Evaluate working capital needs, budgeting, forecasting, cash management, and capital structures for each deal.
  • Support and source financing solutions (debt/equity), including structured deals and sale-leasebacks.

Due Diligence & Deal Execution

  • Coordinate and manage financial, legal, tax, operational, real estate, and insurance due diligence processes.
  • Lead preparation and delivery of key transaction materials including IC Memos, Risk Matrices, and Diligence Trackers.
Oversee and optimize outsourced M&A efforts including intern team and external support (

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