Senior Director, Financial Planning and Analysis

Trace3 is a leading Transformative IT Authority, providing unique technology solutions and consulting services. We empower IT executives and their organizations to achieve competitive advantage through a process of Integrate, Automate, Innovate. Our culture embodies the spirit of a startup with the advantage of a scalable business, offering employees the opportunity to grow their careers while having fun.

About the role

The Senior Director, Financial Planning and Analysis will play a key role on the Finance team, driving strategic decisions through insightful financial planning, reporting, and business analytics. This position will lead the FP&A function at Trace3 and partner closely with executive leadership.

Responsibilities

• Coordinate and develop the annual budget across all departments, resulting in annual consolidated company and business level targets.
• Prepare material for monthly leadership reviews and quarterly Board and lender meetings; provide direct support to the CEO and CFO.
• Support strategic initiatives with ad hoc modeling requiring in-depth understanding of the Company business, strong business acumen, and creation of complex financial models.
• Lead team in development of monthly P&L variance analysis, data-driven analytics of key leading indicators, and preparation of executive commentary.
• Work closely with the accounting team to ensure a timely and accurate financial month-end close for consolidated and line of business results.
• Collaborate with business leaders to provide financial insights, support business initiatives, and drive operational efficiency.
• Serve as a strategic advisor to senior leadership and business leads, providing insights on financial performance, risks, and opportunities.
• Support reporting for, and integration of, merger and acquisition activity.
• Manage a team of FP&A professionals, including analysts and managers, fostering professional development and ensuring high performance.

Requirements

• Bachelor's Degree in Finance, Accounting, or a related major.
• A minimum of 10 years of work experience in financial analysis or accounting, with at least 5 years of experience leading a high-performing team.
• Advanced knowledge of Microsoft Excel; experience with NetSuite is preferred.
• Excellent oral and written communication and presentation skills.
• Outstanding analytical skills and a proven ability to connect data analysis with business outcomes.
• Proven ability to build a high-performing team and provide clear leadership in a rapidly changing and largely remote environment.
• Highly organized, detail-oriented, and able to effectively prioritize tasks in a fast-paced, high-volume, and evolving work environment.
• Ability to approach internal and external requests with a proactive and consultative outlook; commitment to listen to and understand business partners’ needs.
• Comfortable managing multiple and changing priorities, and meeting deadlines in an entrepreneurial environment.

Benefits

• Comprehensive medical, dental, and vision plans for you and your dependents.
• 401(k) Retirement Plan with Employer Match.
• 529 College Savings Plan.
• Health Savings Account (HSA).
• Life Insurance and Long-Term Disability.
• Competitive compensation.
• Training and development programs.
• Major offices stocked with snacks and beverages.
• Collaborative and cool culture.
• Work-life balance and generous paid time off.

Pay

Estimated pay range: $225,000 USD - $276,000 USD. Actual salary will be based on factors including location, experience, skill set, performance, licensure, certification, and business needs.

Culture

• Street-Smart - Thriving in Dynamic Times: Flexible and resilient in a fast-changing environment. Continuously innovate and drive constructive change while keeping a focus on the “big picture.” Exercise sound business judgment in making high-quality decisions in a timely and cost-effective manner. Highly creative and able to find positive solutions to different problems.
• Juice - The “Stuff” it takes to be a Needle Mover: Drive results and lead without a title, empowering others through a can-do attitude. Mentally map out every checkpoint on the pathway to success and visualize the final destination.
• Teamwork - Humble, Hungry, and Smart: Understand how your job impacts the company's mission. Treat others with respect, admit mistakes, give credit where it’s due, and demonstrate transparency. Exhibit positive leadership and solution-focused thinking. Support teammates in trials, struggles, and failures—not just their success. Appreciate the individuality of those around you.