Senior Director, Financial Planning & Analysis (FP&A) - remote

Overview

A consulting firm is seeking a Senior Director of Financial Planning & Analysis (FP&A) to provide executives and investors with financial information and analysis to support effective business decisions. This role involves creating reports and recommendations that help leadership understand business trends, review past performance, anticipate challenges, and forecast future financial results. The Senior Director will own key financial processes including budgeting, forecasting, monthly reporting, and financial modeling.

Responsibilities

• Own all reporting requirements, including monthly investor reports, financial leadership reporting, bank covenants, and ad-hoc requests
• Lead a rigorous budget and rolling forecast process, collaborating with delivery, sales, and operations teams to provide accurate financial outlooks
• Analyze variances, reports, and forecasts to advise management on improving performance, minimizing risk, and identifying new opportunities
• Build trusted relationships with senior executives and functional leaders to provide insights on business drivers and results
• Develop systematic reporting tools to streamline reporting processes
• Manage, develop, and mentor a junior FP&A resource supporting reporting and special projects
• Participate in special projects such as evaluating optional paths, return on investment analyses, and improving data processes and systems

Requirements

• 8–12+ years of experience in FP&A or strategic finance, including 2–5 years in a leadership role
• Experience in a private equity-backed environment
• Experience with mergers and acquisitions (M&A)
• Background in professional or managed services organizations
• Strong project management skills
• Proven experience scaling FP&A functions
• Expertise in Anaplan and Tableau is highly preferred
• Strong analytical, financial modeling, and communication skills
• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA is a plus

Compensation & Benefits

Details on compensation and benefits were not provided.

Location

The organization operates offices in multiple U.S. locations including Indianapolis and Fort Wayne, Indiana; Columbus, Ohio; Lansing, Michigan; Denver, Colorado; Dallas, Texas; and Atlanta, Georgia. Specific location details for this role were not provided.