Lead FP&A

About ITS

IT Solutions lives its values: Client Success is Our Success, Hungry for the Journey, Ownership Thinking, Passionate Problem Solving, and Surrender the Ego. If your values align, we want you to be a part of a fast-growing Managed Service Provider specializing in providing high-end technology solutions to small and mid-market businesses. IT Solutions is a nationally recognized leader in the IT space, with over 25 years of experience and thousands of satisfied clients. Join and grow with us, as we continue to innovate new ways to help businesses Experience Excellence.

Job Summary

The Lead FP&A role is responsible for driving the organization’s short‑ and long‑term financial planning, budgeting, and forecasting processes while ensuring strong alignment between corporate strategy and operational execution. This position develops and maintains advanced financial and analytical models, conducts in‑depth variance and profitability analyses, and evaluates capital allocation, investment opportunities, and overall financial health. The Lead FP&A professional provides strategic insights through comprehensive financial reporting, risk assessment, and performance analysis, supporting executive‑level decision‑making.

Requirements

• Strong oral and written communication skills
• Effective time management and multi-tasking skills
• Maintains the ability to stay organized and be detail-oriented
• Demonstrates a passion for solving problems or helping others and take the initiative in driving continuous improvement/execution excellence
• Demonstrates ability to adapt to stakeholders financial understanding and needs to build strong relationships in the budgeting and forecasting processes
• Exceptional organizational skills, including the ability to self-manage and multi-task effectively and accurately in a fast-paced and dynamic environment
• Deep understanding of financial planning, budgeting, forecasting, and corporate finance principles
• Strong knowledge of financial statements, GAAP, key financial ratios, and financial performance metrics
• Familiarity with regulatory financial reporting standards and compliance requirements
• Demonstrates ability to analyze data and make informed decisions
• Strong presentation skills both in-person and virtually using Microsoft Teams
• Demonstrates ability to motivate, build trust, mediate conflict, and maintain fairness within a team
• Deep understanding of team processes, tools, and deliverables
• Knowledge of performance management and coaching methods
• Bachelor’s degree in related discipline or equivalence of professional work
• 4+ years of relevant experience in Financial Planning & Analysis
• Experience of FP&A including budgeting, forecasting and management reporting in an growing, multi-national business
• Experience of automation and use of appropriate tools
• Experience in manager or at minimum. leading/directing others in day-to-day tasks

Experience

Knowledge, Skills, and Abilities:

• Strong oral and written communication skills
• Effective time management and multi-tasking skills
• Maintains the ability to stay organized and be detail-oriented
• Demonstrates a passion for solving problems or helping others and take the initiative in driving continuous improvement/execution excellence
• Demonstrates ability to adapt to stakeholders financial understanding and needs to build strong relationships in the budgeting and forecasting processes
• Exceptional organizational skills, including the ability to self-manage and multi-task effectively and accurately in a fast-paced and dynamic environment
• Deep understanding of financial planning, budgeting, forecasting, and corporate finance principles
• Strong knowledge of financial statements, GAAP, key financial ratios, and financial performance metrics
• Familiarity with regulatory financial reporting standards and compliance requirements
• Demonstrates ability to analyze data and make informed decisions
• Strong presentation skills both in-person and virtually using Microsoft Teams
• Demonstrates ability to motivate, build trust, mediate conflict, and maintain fairness within a team
• Deep understanding of team processes, tools, and deliverables
• Knowledge of performance management and coaching methods

Compensation Package

• Rich Medical and prescription plans
• Dental & Vision
• Paid Holidays and Flexible Paid Time Off
• 401K/401K Roth with Safe Harbor matching
• Stock Appreciation Rights
• Company-paid life insurance, long-term and short-term disability insurance
• Company-paid mental health support & financial wellness services
• FSA for medical and dependent care
• HSA option with compatible medical plan
• Company-paid training, materials, and exams
• Performance-based bonuses

Equal Employment Opportunity

IT Solutions is an equal employment opportunity employer that provides opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.