Director of Financial Planning & Analysis

Role Overview

The Director of Financial Planning & Analysis will lead a disciplined, forward-looking FP&A function across a rapidly growing, multi-entity professional services platform. The role will translate financial and operating data into clear actions for executive leadership, business unit leaders, the Board, lenders, and private equity sponsors.

What You Will Do

The successful candidate will own enterprise planning, forecasting, performance management, and decision support. They will develop driver-based financial models, create scenario and sensitivity analyses, and maintain a rolling forecast.

Why It Might Be a Fit

The successful candidate will combine strong financial judgment, analytical depth, business partnership, and the ability to drive accountability across decentralized operations.

Requirements

• Bachelor’s degree in finance, accounting, economics, business, or a related field
• MBA, CPA, or other relevant advanced credential preferred
• 10+ years of progressive finance experience, including significant FP&A leadership responsibility in a complex, multi-entity organization
• Experience in a private equity-backed portfolio company, acquisitive business, or other high-growth environment strongly preferred
• Demonstrated ownership of budgeting, forecasting, long-range planning, management reporting, cash flow forecasting, and executive decision support
• Advanced financial modeling skills, including integrated financial statements, scenario analysis, investment returns, and acquisition models
• Experience supporting Boards, private equity sponsors, lenders, and senior executives with concise, decision-oriented analysis
• Strong understanding of GAAP financial statements and the ability to partner effectively with Accounting without duplicating controllership responsibilities
• Experience with NetSuite and Adaptive preferred; strong Excel and presentation skills required; business intelligence experience is a plus
• Professional services, multi-site, or people-based business experience preferred

Benefits

• Opportunity for advancement within a rapidly growing professional services firm
• Ongoing informal and formal training and development
• Competitive compensation
• 401(k) and medical benefits
• Firm sponsored continuing education

Tagged as: Financial Modeling