Financial Planning & Analystis Director

Overview

This role serves as a strategic partner to the business, helping drive growth and optimal financial outcomes. The Financial Planning & Analysis (FP&A) Director supports both short-term and long-term forecasting, capital planning, pricing and process optimization, and key strategic initiatives.

The Director leads the department’s strategic direction and ensures business operations align with the organization’s vision, mission, and values.

Responsibilities

Financial Planning & Reporting

• Strategically lead the FP&A process, partnering across the business to support organizational vision
• Own the enterprise-wide annual budgeting process, rolling forecasts, and long-range strategic and capital planning
• Maintain and develop detailed financial models that track and analyze key metrics and their impact on overall performance
• Analyze current and past trends in KPIs across all areas of revenue, expenses, and other business drivers
• Deliver monthly consolidated financial reporting packages to private-equity investors
• Conduct scenario analysis and sensitivity modeling to support agile decision-making in a dynamic environment

Business Partnering & Strategy

• Partner with senior management to coordinate and complete planning processes, including annual budgets, rolling forecasts, and long-term strategic financial planning
• Serve as a strategic finance partner to commercial, operational, and functional leaders—translating financial data into actionable insight on cost, margin, investment, and growth
• Create and maintain partnerships with Accounting, HR, IT, and other cross-functional teams to report monthly expenses and headcount planning and reporting
• Support development of executive communications for senior leadership, including executive team, board of directors, private equity investors, lenders, and other stakeholders
• Monitor business performance against internal KPI targets and external benchmarks; partner with leaders on corrective actions

M&A & Integration

• Support financial due diligence, including creation and review of financial models for potential M&A transactions
• Lead integration efforts for financial reporting and financial planning for acquired entities

Sales Compensation

• Partner with Sales and HR leadership on design, modeling, and implementation of sales compensation plans aligned to seller incentives and company growth targets
• Analyze the financial impact of compensation structures and provide data-driven recommendations to senior leadership
• Assist with and manage frequent ad hoc projects to support management and business decisions

Technology, Automation & AI

• Champion adoption of AI-enabled tools and approaches to improve analysis quality, accelerate reporting cycles, and strengthen decision support
• Lead and support finance process automation initiatives by identifying opportunities to eliminate manual, repetitive workflows and replace them with scalable, technology-driven solutions
• Steward AI-generated outputs by ensuring accuracy, integrity, and alignment with business strategy prior to presenting to leadership or investors
• Drive continuous improvement of financial systems, planning tools, and reporting automation to scale with company growth

Qualifications

Education

• Bachelor’s degree in Accounting, Finance, or related discipline required
• MBA or CPA preferred

Experience

• 9-11 years of experience in Financial Planning and Analysis, Finance, or Accounting
• Proven experience working in a private equity-backed environment, including familiarity with PE reporting cadences, investor packages, and value-creation frameworks
• Experience in a services industry business
• Experience with a Managed Service Provider (MSP) or Managed Security Service Provider (MSSP) is a strong plus but not required
• Experience working with recurring revenue business models (e.g. SaaS, managed services, subscription-based businesses), including fluency with metrics such as ARR, Churn, NRR and LTV
• Proven ability in financial modeling (NPV, ROI, Accretion/Dilution, etc.)
• Experience supporting M&A due diligence, financial integration of entities, and synergy analysis
• Experience with sales compensation plan design and implementation preferred
• Proven track record building and leading financial planning processes in a high-growth, fast-paced environment

Technical Skills

• Superior skills in Microsoft Excel and PowerPoint
• Proficiency in SQL; ability to independently write and execute SQL queries against financial and operational databases
• Demonstrated experience leveraging AI and automation tools in a finance context—such as AI-assisted forecasting, variance analysis, narrative generation, or workflow automation; ability to validate AI-generated outputs for accuracy and strategic alignment
• Experience with Salesforce (CRM) and Microsoft Business Central (ERP) a plus
• Experience with ConnectWise (PSA system) a strong plus but not required
• Experience with data visualization and reporting tools (e.g. Power BI) preferred

Core Competencies

• Strategic insight into the market and ability to translate customer requirements, organizational challenges, and market trends into actionable strategy
• Ability to design and implement a strategic and operating approach, including infrastructure, cadence, plan, and process with key metrics to increase clarity, accountability, pace, and delivery
• Thorough understanding of methods of systems analysis and the principles, design, and procedural methods used in big data analysis
• Ability to present financial information to a non-financial audience
• Excellent communicator (written, verbal, and in presentations); actively listens, navigates difficult conversations, and translates complex concepts for non-financial audiences
• Builds trust-based relationships across teams and stakeholders; fosters collaborative, team-first culture and shares knowledge to develop others
• Strong analytical and business judgment; translates complex requirements into actionable solutions and works through competing options to reach the best outcome
• Flexible and composed under pressure; manages multiple priorities in a fast-paced, rapidly changing environment
• Unquestionable ethics, discretion, and sound judgment when handling sensitive and confidential financial information

Compensation & Benefits

• Competitive compensation and benefits
• Opportunities for professional development and advancement

Location

Not specified in the provided job description.