Senior Director, Financial Planning and Analysis

About Trace3

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.

Headquartered in Irvine, California, Trace3 employs over 1,200 people across the United States, with major field offices in Denver, Indianapolis, Grand Rapids, Lexington, Los Angeles, Louisville, Texas, and San Francisco.

Culture

• Street-Smart: We thrive in dynamic times by being flexible, resilient, and innovative. We drive constructive change while maintaining a focus on the "big picture" and making high-quality decisions.
• Juice: We are results-driven, lead without titles, and empower others with a can-do attitude. We visualize success and map out every step to achieve our goals.
• Teamwork: We are humble, hungry, and smart. We respect others, admit mistakes, give credit, and demonstrate transparency. We support each other through trials and successes, appreciating individuality and fostering a positive, solution-focused environment.

About the Role

The Senior Director of 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 leads the FP&A function at Trace3 and partners closely with executive leadership.

Responsibilities

• Coordinate and develop the annual budget across all departments, resulting in consolidated company and business-level targets.
• Prepare materials for monthly leadership reviews and quarterly Board and lender meetings, providing direct support to the CEO and CFO.
• Support strategic initiatives with ad hoc modeling, requiring an in-depth understanding of the business, strong business acumen, and the creation of complex financial models.
• Lead the team in developing 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, offering 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 prioritize tasks effectively in a fast-paced, high-volume, and evolving work environment.
• Proactive and consultative approach to internal and external requests; commitment to understanding business partners’ needs.
• Comfortable managing multiple and changing priorities while meeting deadlines in an entrepreneurial environment.

Pay

Estimated pay range: $225,000 USD - $276,000 USD. Actual salary will be based on factors such as location, experience, skill set, performance, licensure, certification, and business needs. Certain positions may also be eligible for variable incentive compensation, such as bonuses or commissions.

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.