Senior Director, Financial Planning and Analysis

About the Role

The Senior Director, Financial Planning and Analysis will play a key role on the Finance team and will drive 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

• Responsible for the coordination and development of the annual budget across all departments, resulting in annual consolidated company and business level targets.
• Preparation of material 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 in-depth understanding of the Company business, strong business acumen, and creation of sometimes 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.
• Collaboration 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 required.
• A minimum of 10 years of work experience in financial analysis or accounting, with a minimum of 5 years of experience leading a high-performing team.
• Advanced knowledge of Microsoft Excel required; experience with NetSuite is preferred.
• Excellent oral and written communication and presentation skills are critical for success.
• 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 individuals, 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.

Pay

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

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, Life Insurance, and Long-Term Disability
• Training and development programs
• Major offices stocked with snacks and beverages
• Collaborative and cool culture
• Work-life balance and generous paid time off

About Trace3

Trace3 is a leading Transformative IT Authority, providing unique technology solutions and consulting services to our clients. Equipped with elite engineering and dynamic innovation, 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, allowing employees to grow their careers and have fun while doing it. Headquartered in Irvine, California, Trace3 employs more than 1,200 people across the United States, with major field offices in several locations.

Our Core Values

• Street-Smart - Thriving in Dynamic Times: We are flexible and resilient in a fast-changing environment, continuously innovating and driving constructive change while keeping a focus on the “big picture.”
• Juice - The “Stuff” it takes to be a Needle Mover: We get things done and drive results, leading without a title and empowering others through a can-do attitude.
• Teamwork - Humble, Hungry and Smart: We are humble individuals who understand how our job impacts the company's mission, treating others with respect and demonstrating transparency.

Trace3 is an equal opportunity employer committed to fostering an inclusive workplace where everyone feels respected, valued, and empowered to grow.