Senior Director, Financial Planning & Analysis

Role Overview

As a Sr. Director, Financial Planning and Analysis, your work at Tegria will focus on serving as a senior strategic finance leader and trusted business partner to executive and senior operational leadership, providing enterprise-level financial insight, guidance, and decision support across multiple business segments.

What You Will Do

You will oversee and elevate the development and delivery of sophisticated financial and operational analyses, translating complex and sometimes ambiguous data into clear, actionable insights that influence enterprise priorities and investment decisions.

Why It Might Be a Fit

You will operate effectively and decisively in a remote, executive-facing environment, demonstrating strong strategic and analytical judgment amid ambiguity and change, and balance short-term execution with long-term enterprise value creation.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• CPA, CFA, or CMA preferred
• Extensive progressive experience in leadership of budgeting, forecasting, and long-range planning in complex, project-based or professional services environments
• Advanced business intelligence, analytics, and executive reporting
• Senior-level experience in consulting, professional services, healthcare, or technology environments preferred
• Experience leading or influencing teams and cross-functional stakeholders at a senior level
• Enterprise-level knowledge of FP&A including integrated financial planning, rolling forecasts, long-range strategic planning, and advanced scenario modeling
• Portfolio-level variance analysis, performance management, and decision support
• Professional services and consulting economics, including utilization, pricing, margins, backlog, and EBITDA
• Project, engagement, and portfolio profitability analysis and workforce planning
• Advanced financial modeling techniques and forecasting methodologies
• Executive KPI frameworks, performance scorecards, and financial storytelling
• Strategic business partnering, executive decision support, and team leadership
• FP&A systems architecture, planning tools, reporting frameworks, and data governance
• GAAP principles as applied to management reporting and financial analysis
• Financial statements, general ledger structure, close processes, and forecast-to-actual reconciliation
• Revenue recognition, cost accounting, and project accounting for professional services
• Internal controls, financial governance, audit readiness, and compliance considerations
• Knowledge of people leadership practices and basic employment law involved in day-to-day management of staff

Benefits

• Choice of multiple health and dental plans with nationally recognized networks
• Vision benefits
• Total wellness program
• Employee assistance program
• Competitive wages
• Retirement savings plans
• Company-paid disability and life insurance
• Pre-tax savings opportunities (HSA and/or FSA)
• Professional development offerings
• Opportunities for remote work
• Paid-time-off program

Tagged as: Financial Modeling