Director, Financial Planning & Analysis

Overview

The organization is seeking a Director of FP&A to lead and build a high-performing financial planning and analysis function. This role partners with executive leadership and functional teams to drive financial rigor, cash management, operational discipline, and data-driven decision-making.

You will own planning, forecasting, and reporting processes—transforming them into scalable, collaborative capabilities that deliver transparency and faster, smarter decision-making. This is a hands-on leadership role focused on analysis, speed, execution, and leveraging modern tools, automation, and AI to streamline workflows and improve output quality.

Responsibilities

Strategy & Execution

• Lead the annual planning process, quarterly forecasting, and long-range financial modeling, ensuring alignment with company strategy, growth, and profitability objectives
• Develop and implement FP&A processes, including detailed and driver-based models, scenario planning, and rolling forecasts
• Partner with executive leadership to translate strategic initiatives into financial plans, investment frameworks, and measurable outcomes

Team Management and Leadership

• Build, lead, and develop a high-performing FP&A function with a culture of accountability, speed, and continuous improvement
• Establish clear operating rhythms, deliverables, and performance standards across the function
• Serve as a trusted advisor to business leaders across product, marketing, operations, and corporate functions

Operations & Financial Management

• Own daily, weekly, monthly, quarterly, and annual reporting, including variance analyses, KPI tracking, and executive-ready insights
• Drive disciplined budget management and cost control, with a focus on cash flow and liquidity
• Partner with functional leaders to deliver actionable analytics that improve performance, ROI, and resource allocation
• Implement tools, systems, and automation (including AI-enabled solutions) to enhance data quality, reporting speed, and scalability

Data, Systems & Insights

• Lead the evolution of financial systems, dashboards, and reporting infrastructure to enable real-time visibility into performance
• Standardize KPIs and deliver consistent, high-quality insights across the business
• Continuously improve processes to reduce manual work, increase accuracy, and accelerate turnaround times for analysis and reporting

Requirements

• 10–15+ years of relevant experience in FP&A, finance, or related roles, with significant experience in growth and data-driven environments (SaaS, EdTech, or technology preferred)
• Progressive leadership experience, including building and scaling high-performing functions
• Strong systems and strategic thinking, with deep expertise in financial modeling, planning, and performance management
• Ability to produce high-quality analyses, models, and presentations on tight timelines
• Highly proficient in Excel and PowerPoint
• Strong experience with financial systems and BI tools, e.g., Adaptive, Anaplan, Tableau, Power BI
• Tech-savvy, with interest in leveraging automation and AI to streamline workflows and enhance decision-making
• Strong business acumen and ability to translate complex data into clear, actionable insights for non-finance stakeholders
• Collaborative, low-ego approach with effective communication across all levels
• Highly organized and detail-oriented, able to manage multiple priorities in a fast-paced environment while maintaining accuracy

Preferred Qualifications

• None specified

Compensation & Benefits

• Competitive salary commensurate with experience and skills
• US Pay Range: $150,000—$190,000 USD

Location

• New York, NY