Director/Senior Director of FP&A

Overview

This position leads FP&A for an outcomes-driven organization serving public and private sector clients. The role focuses on leading and developing the FP&A team, partnering with Professional Services and Managed Services leadership, and improving financial planning, forecasting, executive reporting, and FP&A process capabilities through continuous improvement, automation, and AI-enabled analytics.

Business Unit: Operations

Responsibilities

FP&A Leadership & Team Development

• Lead, develop, and mentor the FP&A team, establishing clear priorities, accountability, and a culture of continuous improvement.
• Build a proactive, business-oriented FP&A function that delivers timely, accurate, and actionable financial insights.
• Develop team capabilities in financial analysis, business partnership, emerging technologies, and strategic decision support.

Business Unit Partnership & Financial Performance

• Serve as a trusted financial partner to Professional Services and Managed Services leadership.
• Partner with Business Unit leaders to evaluate performance, challenge assumptions, and develop actionable plans to improve financial and operational results.
• Drive visibility and accountability around key business drivers, including:
  • pipeline, bookings, revenue conversion
  • utilization, resource capacity
  • pricing, project profitability
  • contribution margins
• Provide proactive financial analysis and recommendations for decisions around hiring, investments, resource allocation, and operating expenses.
• Establish a consistent financial performance management cadence, highlighting key trends, risks, opportunities, and corrective actions.

Financial Planning, Forecasting & Executive Reporting

• Lead annual budgeting, rolling forecasts, and long-range financial planning, ensuring alignment with Business Unit strategies and company objectives.
• Improve forecast accuracy through stronger operational inputs, disciplined analysis, and a clear understanding of business drivers.
• Own executive, Board, private equity investor, and lender reporting, translating complex financial information into clear, concise insights and recommendations.
• Partner with the CFO and executive leadership on strategic initiatives, scenario planning, M&A activities, and private equity value creation priorities.

Process Transformation, AI & Continuous Improvement

• Challenge, redesign, and reimagine FP&A processes by leveraging AI, automation, and advanced analytics to improve efficiency, accuracy, and decision-making.
• Transform financial reporting and analysis from manual, historical processes into scalable, forward-looking capabilities.
• Partner with Accounting, Technology, Data, and Business Unit teams to improve systems, data quality, and reporting infrastructure.
• Foster a culture of innovation and continuous improvement, encouraging adoption of new technologies and more effective ways of working.

Requirements

Required Experience & Skills

• 8–12+ years of progressive experience in FP&A, strategic finance, or related financial leadership roles, including demonstrated success leading and developing teams.
• Private equity-backed company experience, with strong understanding of investor expectations, financial performance management, and Board reporting.
• Demonstrated success partnering with Business Unit or operational leadership to influence decisions and drive measurable financial performance improvement.
• Proven ability to succeed in fast-paced, evolving environments—navigating ambiguity, shifting priorities, and competing demands.
• Experience leading financial planning, forecasting, modeling, and executive-level financial reporting.
• Demonstrated success improving financial processes, reporting capabilities, and analytical tools through technology, automation, or AI.
• Strong financial and commercial acumen; ability to translate complex analysis into actionable business recommendations.
• Strong leadership, communication, and interpersonal skills; confidence to challenge assumptions and influence senior leaders.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.

Preferred Experience & Skills

• Experience in professional services, managed services, consulting, or technology services.
• Experience supporting M&A, post-acquisition integration, and operational transformation.
• Hands-on experience implementing AI-enabled financial analysis, reporting automation, or advanced analytics.
• Experience with Anaplan, Tableau, Power BI, or comparable financial planning and analytics platforms.
• MBA or CPA.

Compensation & Benefits

• Unlimited vacation.
• Significant 401k contributions.
• Several opportunities to develop yourself.

Location

Remote and/or offices and hubs across the United States, including Indianapolis, IN; Fort Wayne, IN; Denver, CO; Atlanta, GA; and Dallas, TX.

Equal Opportunity

All qualified applicants will receive consideration for employment without regard to age, color, sex, disability, national origin, race, religion, or veteran status.

Equal Opportunity Employer