Director, Financial Planning & Analysis
Modern Executive Solutions · United States · 2 wk ago
RemoteRemoteSalesFull-time
About the role
Modern Executive Solutions is a fully integrated talent management consultancy focused on developing diverse, modern leadership teams. Services include talent and organization strategy, culture and change management, leadership assessment and development, and executive search. The company is headquartered in Atlanta, Georgia, with a remote-first approach across the United States and the United Kingdom. Donating 10% of annual profits to charities supporting youth and education.
The Role
As Modern continues to scale, we are seeking a highly analytical and commercially minded Director of FP&A to build and lead the company’s financial planning, forecasting, reporting, and business intelligence capabilities. Reporting directly to the CFO, this leader will play a critical role in helping Modern make data-driven decisions, improve operational performance, and support the company’s next phase of growth.
Key Responsibilities
Financial Planning & Forecasting
- Lead the annual budgeting process and quarterly reforecast cycles
- Develop and maintain driver-based financial models for revenue, headcount, productivity, operating expenses, EBITDA, and cash flow
- Build rolling forecasts and long-range strategic planning models
- Develop scenario analyses and sensitivity models to support executive decision-making
- Improve forecast accuracy through enhanced reporting, analytics, and business partnership
Business Performance Management
- Design and maintain executive dashboards and KPI reporting
- Analyze performance across practices, consultants, recruiters, business lines, and client segments
- Identify key business trends, risks, and opportunities
- Monitor productivity, utilization, revenue generation, and profitability metrics
- Partner with leaders across the organization to improve operational and financial performance
Strategic Finance
- Support strategic planning and growth initiatives
- Develop business cases for investments, new service offerings, acquisitions, and expansion opportunities
- Conduct pricing, profitability, and margin analyses
- Support lender, investor, board, and shareholder reporting requirements
- Provide financial insights that drive resource allocation and capital deployment decisions
Executive Reporting & Decision Support
- Prepare monthly and quarterly financial review materials for executive leadership
- Deliver clear and actionable analyses to support decision-making
- Translate complex financial data into concise business recommendations
- Partner closely with the CFO to support strategic initiatives and executive presentations
Systems, Data & Process Improvement
- Build scalable FP&A processes and infrastructure
- Improve reporting automation and data quality across systems
- Partner with Operations, Technology, and Finance teams to enhance business intelligence capabilities
- Drive implementation and optimization of planning and reporting tools
- Establish best practices for financial modeling, reporting, and analytics
Team Leadership
- Help build and scale the FP&A function as the company grows
- Mentor and develop future finance team members
- Foster a culture of accountability, analytical rigor, collaboration, and continuous improvement
Qualifications Required
- Bachelor’s degree in Finance, Accounting, Economics, Business, or related field
- 8+ years of progressive experience in FP&A, corporate finance, strategic finance, investment banking, consulting, or related disciplines
- Advanced financial modeling and forecasting expertise
- Experience supporting executive leadership teams and strategic decision-making
- Strong understanding of SaaS, professional services, consulting, or human capital business models
- Exceptional analytical, problem-solving, and communication skills
- Advanced proficiency in Excel and financial planning tools
Preferred
- MBA, CPA, CFA, or equivalent advanced credential
- Experience within professional services, executive search, consulting, leadership advisory, or private equity-backed organizations
- Experience building FP&A processes within a scaling company
- Familiarity with Salesforce, Power BI, Tableau, Adaptive Planning, Anaplan, or similar tools
- Experience supporting board presentations and investor communications
Leadership Characteristics
- Intellectual curiosity and strong business judgment
- Ability to influence without direct authority
- High attention to detail balanced with strategic thinking
- Strong executive presence and communication skills
- A hands-on, roll-up-your-sleeves mentality
- Comfort operating in a fast-paced, entrepreneurial environment
- A bias toward action and continuous improvement
Success in the First 12 Months
- Implement a driver-based forecasting model that improves predictability and decision-making
- Establish a best-in-class monthly KPI reporting process
- Improve visibility into business performance across practices and service lines
- Create scalable budgeting and forecasting processes
- Deliver actionable analyses that influence strategic and operational decisions
- Build the financial infrastructure necessary to support Modern’s continued growth and expansion
Why Modern?
- Purpose-Driven Work: Join a team committed to DEI and giving back to the community.
- Impactful Projects: Contribute to meaningful projects positively impacting clients, communities, and diverse leader development.
- Professional Growth: Gain exposure to various business aspects with mentorship, leadership development, and career advancement opportunities.
- Comprehensive Benefits: Enjoy a robust benefits package including medical, dental, vision insurance, 401(k) match, flexible remote work, parental leave, and an office setup stipend.
Our Values
- Be Bold: Think strategically, innovate commercially, and internally.
- Be Excellent: Deliver client-ready work with attention to detail and data integrity.
- Be United: Be an inclusive team player, supportive, and trustworthy.
- Be Authentic: Demonstrate awareness, coachability, and continuous improvement aligned with our firm’s mission and values.
Pay Range
160,000 - 180,000 USD per year with a 15% annual target bonus.
Core Business
Remote (United States)