Director, FP&A

About You:

• A proven ability to drive business insights through internal financial reporting, variance analysis, and strategic decision-making.
• Demonstrates outstanding written, verbal, and interpersonal communication skills, effectively conveying complex financial concepts to diverse stakeholders.
• Maintains strict confidentiality and precision when managing sensitive financial information.

What you'll do:

• Drive annual budgeting, forecasting, and long-term financial planning processes, ensuring alignment with business priorities and growth targets.
• Partner with sales and client finance teams to evaluate deal pipelines, forecast revenue, and identify opportunities to optimize sales performance.
• Collaborate with HR and department heads to forecast workforce needs, analyze payroll trends, and align resource planning with business objectives.
• Design and deliver insightful dashboards, KPIs, and financial reports to guide leadership decisions and enhance operational effectiveness.
• Develop robust financial models to evaluate investments, business cases, and opportunities, supporting data-driven decision-making.
• Identify trends and drivers of performance, delivering actionable recommendations to improve financial results.
• Champion automation and process improvements in planning and reporting systems to boost accuracy and efficiency.
• Work closely with senior leadership to prepare board materials, investor presentations, and high-impact analyses that influence strategy.

What you’ll need:

• A Bachelor’s degree in Accounting, Finance, or Economics is required; an MBA and/or CPA is highly preferred.
• Proficiency in CRM and ERP systems, with experience in HubSpot and Workday being a plus.
• Hands-on experience with Adaptive Planning or similar enterprise performance management (EPM) software is essential.
• 7-10 years of FP&A experience, with experience in investment banking, private equity, transaction services, or corporate development is highly desirable.
• Strong skills in financial statement modeling, paired with a solid understanding of accounting principles and procedures specific to the professional services industry.
• Demonstrated ability to solve complex problems, perform detailed analyses, and apply advanced mathematical skills.
• Advanced knowledge of Microsoft Office, particularly Microsoft Excel, to support financial analysis and reporting.