Director of Strategic Financial Planning and Analysis

The Director of Financial Planning and Analysis will lead our financial planning function, driving strategic decision-making and building a best-in-class FP&A framework. This role will oversee a team of financial analysts, working closely with internal and client-facing teams to provide actionable financial insights.

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• Develop and Scale FP&A Functionality: Build robust processes and systems to support clients' growth and scalability.">
• Implement financial forecasting models, budgeting frameworks, and reporting tools.">
• Strategic Financial Planning: Support 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.">

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• 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.">

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

As a leading organization, we offer a dynamic work environment, opportunities for growth and development, and a competitive compensation package. If you are a motivated and experienced professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity.