Director of Financial Planning and Analysis

Director of Financial Planning & Analysis A growing private equity backed professional services organization is seeking a Director of Financial Planning & Analysis to lead budgeting, forecasting, management reporting, and strategic financial analysis. Reporting to the CFO, this individual will partner closely with executive and business unit leadership to provide financial insights that support growth, profitability, and informed decision-making. This position may be remote or hybrid for candidates located near an office. Key Responsibilities Oversee the annual budgeting process, financial forecasting, and long-term strategic planning across the organization. Prepare detailed financial projections and analysis covering revenue, EBITDA, cash flow, staffing levels, and critical business performance indicators. Deliver executive-level financial reports, highlighting performance trends, budget variances, potential risks, and growth opportunities. Design and enhance KPI dashboards to provide greater visibility into financial results and operational effectiveness. Collaborate with business leaders to support performance management, pricing strategies, workforce planning, and capital allocation decisions. Develop financial models and scenario-based analyses to assess business expansion, acquisitions, investments, and other strategic initiatives. Streamline FP&A processes, strengthen reporting capabilities, and improve forecasting reliability to support organizational growth. Identify opportunities to automate financial reporting, enhance data accuracy, and improve access to relevant financial information. Work closely with Accounting, Operations, Human Resources, and IT teams to drive cross-functional financial and operational improvements. Assist with the implementation, integration, and continuous improvement of financial planning platforms, ERP systems, and business intelligence solutions. Qualifications & Experience Bachelor’s degree in Finance, Accounting, Economics, or a related discipline; an MBA, CPA, CFA, or equivalent advanced qualification is preferred. Minimum of 8 years of progressive experience in financial planning and analysis, corporate finance, or a related field. Proven expertise in budgeting, forecasting, financial modeling, variance analysis, and management reporting. Demonstrated ability to collaborate with senior executives and convert complex financial data into practical business recommendations. Strong knowledge of financial statements, cash flow management, profitability analysis, and key business performance drivers. Experience creating executive-level financial reports, KPI dashboards, and performance measurement tools. Background in professional services or a complex organization with multiple business units is preferred. Previous experience working within a private equity-backed portfolio company is an advantage. Advanced Excel proficiency, along with experience using ERP platforms, financial planning applications, and business intelligence tools. Excellent analytical, communication, presentation, and problem-solving abilities. Ability to thrive in a dynamic, fast-growing business environment while balancing detailed financial analysis with strategic priorities.