Financial Planning & Analysis Director

United StatesRemoteFull-timeexecutive

Finance & AccountingFinancial Planning

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Requirements Summary

Education: Bachelor's degree in Finance, Accounting, or a related discipline is required. An MBA or CPA qualification is preferred.

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Finance & AccountingFinancial Planning

As Financial Planning & Analysis Director, you will play a pivotal role in shaping financial strategy, supporting sustainable growth, and improving business performance within a fast-growing technology and cybersecurity environment. You will lead enterprise-wide budgeting, forecasting, financial modeling, and long-term strategic planning while partnering with senior executives to guide critical business decisions. This highly visible position combines financial leadership, operational insight, and strategic business partnering. You will oversee investor reporting, contribute to mergers and acquisitions, and optimize financial processes through automation and AI-enabled tools. Working across multiple functions, you will translate complex financial data into actionable recommendations that strengthen profitability, accountability, and operational efficiency. This is an opportunity to influence executive decision-making and help scale a growing organization in a dynamic, innovation-driven industry.

Lead financial planning and reporting: Direct the financial planning and analysis function, overseeing annual budgeting, rolling forecasts, long-range strategic planning, and capital allocation to support business objectives and sustainable growth.
Develop financial models and performance insights: Build and maintain sophisticated financial models, conduct scenario and sensitivity analyses, and evaluate revenue, expenses, margins, and key performance indicators to identify trends, risks, and opportunities.
Oversee investor reporting: Manage the preparation and delivery of monthly consolidated financial reporting packages for private equity investors, ensuring accuracy, consistency, and alignment with stakeholder expectations.
Partner with executive leadership: Collaborate with senior management and business leaders to translate financial data into actionable insights on costs, investments, profitability, and growth opportunities. Support executive, board-level, lender, and investor presentations.
Drive cross-functional financial performance: Work closely with Accounting, Sales, Human Resources, IT, and operational teams to coordinate expense management, headcount planning, performance monitoring, and corrective action initiatives.
Support mergers and acquisitions: Contribute to financial due diligence, transaction modeling, investment analysis, and synergy assessments. Lead the integration of financial planning and reporting processes for acquired businesses.
Optimize sales compensation strategies: Partner with Sales and HR leadership to design, model, and implement incentive plans aligned with business growth objectives. Evaluate the financial implications of compensation structures and recommend improvements based on data.
Advance finance automation and AI adoption: Identify opportunities to automate repetitive financial workflows, improve reporting efficiency, and strengthen analytical capabilities through AI-enabled tools and technology-driven solutions.
Ensure responsible use of AI and financial technology: Validate AI-generated analyses and outputs for accuracy, reliability, and strategic relevance before sharing insights with leadership or investors.
Improve financial systems and processes: Drive continuous improvement across financial systems, planning tools, reporting infrastructure, and data workflows to support scalability, transparency, and organizational accountability.
Manage strategic and ad hoc initiatives: Deliver financial analysis and recommendations for emerging business priorities, investment decisions, and other management requests while maintaining high standards of confidentiality and financial integrity.

Requirements

~2 min read

Education: Bachelor's degree in Finance, Accounting, or a related discipline is required. An MBA or CPA qualification is preferred.
Professional experience: Approximately 9–11 years of experience in financial planning and analysis, finance, or accounting, with a proven ability to lead financial planning processes in a high-growth, fast-paced organization.
Private equity experience: Demonstrated experience in a private equity-backed business, including familiarity with investor reporting requirements, financial reporting cycles, performance monitoring, and value-creation strategies.
Industry and business model knowledge: Experience in a services-oriented business is preferred. Exposure to managed service providers (MSPs), managed security service providers (MSSPs), SaaS, or other recurring-revenue models is a strong advantage.
Recurring-revenue metrics: Strong understanding of subscription and services-based business metrics, including annual recurring revenue (ARR), churn, net revenue retention (NRR), and customer lifetime value (LTV).
Financial modeling expertise: Proven ability to develop and interpret complex financial models, including net present value (NPV), return on investment (ROI), accretion/dilution analysis, scenario planning, and sensitivity analysis.
M&A and commercial finance: Experience supporting financial due diligence, acquisition integration, synergy analysis, and sales compensation design and implementation is highly desirable.
Technical proficiency: Advanced Microsoft Excel and PowerPoint skills, along with the ability to independently write and execute SQL queries against financial and operational databases.
AI and automation capabilities: Demonstrated experience applying AI and automation tools to financial forecasting, variance analysis, reporting narratives, or workflow optimization, with the judgment to validate outputs and ensure accuracy.
Financial systems and analytics: Familiarity with Salesforce, Microsoft Business Central, and data visualization tools such as Power BI is beneficial. Experience with ConnectWise or similar professional services automation systems is a plus.
Strategic and analytical thinking: Strong business judgment and analytical capabilities, with the ability to translate complex data, market trends, and operational challenges into practical recommendations and measurable outcomes.
Communication and presentation skills: Excellent written, verbal, and presentation abilities, including the capacity to explain complex financial concepts clearly to non-financial stakeholders and senior executives.
Leadership and collaboration: Proven ability to build trusted relationships across departments, influence stakeholders, encourage knowledge sharing, and establish effective planning processes, performance metrics, and accountability structures.
Adaptability and execution: Comfortable managing competing priorities, navigating ambiguity, and maintaining composure in a rapidly evolving environment while consistently delivering high-quality work.
Integrity and discretion: Demonstrates sound judgment, strong ethical standards, and the ability to handle confidential financial and business information responsibly.