Director Financial Planning and Analysis (FP&A) (Hybrid, Reston VA)

Responsibilities

• Own budgeting, forecasting, rolling forecasts, financial modeling, and management reporting.
• Build driver-based models tied to production volume, revenue, expenses, staffing, margin, cash flow, and business performance.
• Prepare monthly financial packages, variance analysis, KPI reporting, and executive-level commentary.
• Partner with accounting to improve the flow from close to management reporting.
• Lead finance transformation initiatives focused on automation, dashboarding, process improvement, and AI-enabled workflows.
• Identify and implement use cases for AI-assisted finance work, including variance commentary, recurring reporting, forecast updates, KPI monitoring, and analysis support.
• Develop Power BI dashboards and reporting tools that improve visibility into financial and operational performance.
• Standardize key finance metrics, data definitions, reporting templates, and forecast assumptions.
• Reduce manual spreadsheet work through improved data flows, automation, and repeatable processes.
• Establish appropriate controls, documentation, and human-review standards for AI-enabled finance processes.

Qualifications

• 7+ years of FP&A, corporate finance, finance transformation, or finance analytics experience.
• Strong financial modeling, budgeting, forecasting, and variance analysis skills.
• Advanced Excel skills and experience with Power Query or similar data-preparation tools.
• Experience with Power BI, Tableau, Domo or comparable BI/reporting platforms.
• Practical experience applying AI, automation, or analytics tools to business or finance workflows.
• Strong understanding of accounting close processes and financial statement reporting.
• Able to work cross-functionally with executives, accounting, IT, data, and business teams.
• Excellent communication skills and ability to translate data into business insight.
• High ownership mindset and comfort operating in a lean, hands-on environment.

Preferred Qualifications

• MBA, CPA, CFA
• Experience in mortgage, financial services, real estate finance, banking, fintech, or regulated industries.
• Experience with SQL, Python, Power Automate, Microsoft Fabric, Alteryx, Snowflake, or similar tools.
• Experience implementing finance transformation, BI, ERP, planning, or reporting automation initiatives.
• Familiarity with enterprise AI tools such as Microsoft Copilot, ChatGPT Enterprise/Team, Azure OpenAI, or similar platforms.