Director, FP&A

Duties & Responsibilities

• Own the FP&A Function
• Develop and implement FP&A processes, frameworks, and best practices.
• Design and implement financial models, reporting tools, and analytics to support business needs.
• Partner with CFO, Management team, Accounting team, Shared Services and Client Facing Department leaders to integrate FP&A into overall financial strategy.
• Establish and maintain reporting structures tailored for a multi-entity professional services firm.
• Financial Planning & Reporting
• Own the budgeting, forecasting, and long-term planning processes.
• Develop forecasting dashboards, KPI tracking, and variance analysis to provide data-driven insights.
• Develop detailed pro forma financial models to support M&A analysis and decision-making.
• Present financial insights and recommendations to the Management Team to drive strategic initiatives.
• Process & Systems Implementation
• Identify and implement financial planning tools and software to enhance efficiency and accuracy.
• Lead system implementations and process improvements to streamline financial operations.
• Establish standardized reporting and forecasting processes to support scalability.
• Drive automation and integration of financial systems across multiple entities.
• Strategic Business Partnership
• Work cross-functionally with Shared Services and HODs to provide financial insights that drive business decisions.
• Develop and maintain financial models for scenario planning and business case evaluations.
• Support pricing, investment, and operational efficiency initiatives with robust financial analysis.
• Team Leadership & Development
• Define and build the FP&A team, hiring and mentoring key talent as the function scales.
• Establish clear goals, responsibilities, and career development paths for the FP&A team.
• Foster a data-driven and high-performance finance culture.

Education & Experience

• Self-starter with motivation, pace and drive
• Bachelor’s degree in Finance, Accounting, or a related field (MBA or CPA preferred).
• 8+ years of experience in FP&A, financial modeling, and business analysis, preferably within the professional services industry.
• Proven track record of building or scaling FP&A functions within a growing organization.
• Strong analytical, problem-solving, and financial modeling skills.
• Extensive experience with system implementations and multi-entity consolidations.
• Experience with financial planning tools (e.g., Adaptive Insights, Anaplan, NetSuite, or similar).
• Excellent communication and presentation skills, with the ability to translate financial data into actionable insights.
• Strong leadership capabilities with experience managing or mentoring teams.
• Ability to thrive in a fast-paced, evolving environment with minimal direction.