Director of Financial Planning

Director of Financial Planning & Analysis

FinStrat Management (FSM) is seeking a Director of Financial Planning & Analysis (FP&A). This full-time position will scale and optimize the company’s FP&A function. The role will oversee a team of financial analysts and work closely with internal and client-facing teams to provide actionable financial insights, drive strategic decision-making, and build a best-in-class FP&A framework. Key responsibilities include:

• Develop and Scale FP&A Functionality: Build out robust FP&A processes and systems to support the company’s clients’ growth and scalability. Implement financial forecasting models, budgeting frameworks, and reporting tools.
• Strategic Financial Planning: Support clients’ annual budgeting and quarterly forecasting processes, ensuring alignment with organizational and client goals. Analyze clients’ financial trends, KPIs, and business drivers to provide actionable insights to executive leadership.
• Reporting & Analytics: Oversee the preparation of internal and client-facing financial reports, including variance analyses, trend reports, and dashboards. Design and improve financial reporting templates and processes to ensure accuracy, timeliness, and clarity.
• Team Development: Manage, mentor, and develop the FP&A team, ensuring high performance and professional growth. Establish best practices and foster a culture of continuous improvement within the FP&A team.
• Collaboration Across Functions: Work cross-functionally with accounting, finance, and operational teams to provide comprehensive financial guidance. Partner with client service teams to deliver customized financial analyses and insights to clients.
• Support Client Growth: Collaborate with CFOs and other stakeholders to design FP&A solutions tailored to early-stage, investor-backed businesses. Provide clients with strategic recommendations to optimize cash flow, improve margins, and achieve financial milestones.
• Capital Planning & Investor Relations: Support clients in fundraising efforts by developing financial models and investor presentations. Advise CFOs on capital allocation strategies to maximize ROI and operational efficiency.
• Systems Implementation: Evaluate and implement financial planning tools and systems to enhance accuracy and efficiency in reporting and forecasting. Identify automation opportunities to reduce manual processes and improve data reliability.
• Process Improvement: Continuously refine FP&A processes to drive scalability and align with industry best practices. Monitor emerging FP&A trends and recommend innovations to stay ahead of client and business needs.
• Executive Support: Serve as a strategic thought partner to the executive team, providing insights to shape the company’s financial strategy. Act as a trusted advisor in strategic discussions including growth opportunities, market expansion, and risk management.
• Performance Tracking: Establish and monitor KPIs to evaluate the success of internal and client financial objectives. Regularly communicate performance insights and recommendations to stakeholders.

• Professional Knowledge: Proven experience in FP&A leadership roles, preferably in professional services or with early-stage, investor-backed companies. Expertise in financial modeling, budgeting, forecasting, and analysis. Excellent communication skills; ability to translate complex financial data into actionable insights. Proficiency in financial planning tools and software; experience with automation tools is a plus.
• Soft Skills: Strong leadership and team management skills; ability to motivate and guide a team. Excellent written and verbal communication. Creative and strategic thinking with the ability to innovate in a fast-paced environment. Self-starter with proactive problem-solving. Strong organizational and project management skills; ability to manage multiple projects and meet deadlines. Detail-oriented with a passion for high-quality work. Understanding of the fractional CFO services market is a plus.
• Education: Bachelor’s degree in finance or related field. Advanced professional certifications (e.g., CFA, CPA) preferred.

• Compensation commensurate with experience
• Flexible work schedule
• Unlimited vacation
• Medical, dental, and vision insurance
• Ongoing education and training
• Bonuses and profit-sharing