Director of Financial Planning

The Role

FinStrat Management (FSM) is seeking a Director of Financial Planning & Analysis (FP&A). The full-time position will play a pivotal role in scaling and optimizing the company’s FP&A function. As a leader in the organization, this individual 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 our clients’ annual budgeting and quarterly forecasting processes, ensuring alignment with organizational and client goals.
• Assist financial analysts analyze clients’ financial trends, KPIs, and business drivers to provide actionable insights to executive leadership.

Reporting & Analytics

• Oversee 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 the needs of 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 preparing for fundraising efforts by developing financial models and investor presentations.
• Assist CFOs guide clients 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 ensure alignment with industry best practices.
• Monitor emerging trends in FP&A 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 key performance indicators (KPIs) to evaluate the success of both 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 working with early-stage, investor-backed companies.
• Expertise in financial modeling, budgeting, forecasting, and analysis.
• Exceptional communication skills, with the ability to translate complex financial data into actionable insights for diverse audiences.
• Proficiency in financial planning tools and software; experience with automation tools is a plus.

Soft Skills

• Strong leadership and team management skills, with the ability to motivate and guide a team of marketing professionals.
• Excellent communication skills (written and verbal).
• Creative and strategic thinking with the ability to innovate and adapt in a fast-paced environment.
• Self-starter with a proactive approach to solving problems and driving projects forward.
• Strong organizational and project management skills, with the ability to manage multiple projects simultaneously and meet deadlines.
• Detail-oriented with a passion for delivering high-quality work.
• A strong understanding of the fractional CFO services market and the unique needs of small to medium-sized businesses is a plus.

Education

• Bachelor’s degree in finance, or related field.
• Advanced professional certifications (e.g., CFA, CPA, etc.) preferred.

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