Director of Financial Planning – Analysis
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Director of Financial Planning & Analysis at FinStrat Management leading FP&A function and team while providing strategic financial insights and guidance. Collaborating with various teams to optimize client financial outcomes and processes.
Responsibilities:
- Develop and Scale FP&A Functionality
- Build out robust FP&A processes and systems to support the company’s clients’ growth and scalability.
- Implement financial forecasting models, budgeting frameworks, and reporting tools.
- Support our clients’ annual budgeting and quarterly forecasting processes, ensuring alignment with organizational and client goals.
- Assist financial analysts analyze clients’ financial trends, KPIs, and business drivers to provide actionable insights to executive leadership.
- Oversee preparation of internal and client-facing financial reports, including variance analyses, trend reports, and dashboards.
- Manage, mentor, and develop the FP&A team, ensuring high performance and professional growth.
- Work cross-functionally with accounting, finance, and operational teams to provide comprehensive financial guidance.
- Collaborate with CFOs and other stakeholders to design FP&A solutions tailored to the needs of early-stage, investor-backed businesses.
- Support clients in preparing for fundraising efforts by developing financial models and investor presentations.
- Evaluate and implement financial planning tools and systems to enhance accuracy and efficiency in reporting and forecasting.
Requirements:
- Proven experience in FP&A leadership roles, preferably in professional services or working with early-stage, investor-backed companies.
- Expertise in financial modeling, budgeting, forecasting, and analysis.
- Exceptional communication skills, with the ability to translate complex financial data into actionable insights for diverse audiences.
- Proficiency in financial planning tools and software; experience with automation tools is a plus.
- Bachelor’s degree in finance, or related field.
- Advanced professional certifications (e.g., CFA, CPA, etc.) preferred.
Benefits:
- Compensation commensurate with experience
- Flexible work schedule
- Unlimited vacation
- Medical, dental, and vision insurance
- Ongoing education and training
- Bonuses and profit-sharing
Similar Jobs
Senior Financial Analyst – R&D, Customer Success
Senior Financial Analyst supporting Product & Engineering and Customer organizations at Tempo Software. The role focuses on building an AI-enabled Finance function and optimizing financial processes.
Investment Analyst
Investment analyst for a multi-family office handling investment portfolio management. Conducting investment research and preparing financial models for a global client base.
Junior Lecturer – Financial Reporting, Compliance
Junior Lecturer responsible for teaching Financial Reporting & Compliance modules at School of Professional Accounting. Focus on applied learning aligned with International Financial Reporting Standards (IFRS).
Senior Consultant – Finance
F&SCM Consultant optimizing financial operations using Microsoft Dynamics AX/D365. Collaborating with clients, configuring systems, and providing expert training and support.
Senior Finance Accountant
Senior Finance Accountant handling financial statements according to HGB and IFRS for coeo. Collaborating with international teams and improving financial data accuracy and efficiency.
Finance Manager – Microsoft Dynamics 365 F&SCM
Finance Manager leading AI-driven Microsoft Dynamics 365 F&SCM transformations at a global consultancy. Blending finance expertise with D365 experience to deliver impactful outcomes for clients.
Lead, Finance – Hyperion Administration
Lead Finance position focused on Hyperion Planning and financial management. Responsible for data loading, software support, and special projects.
Senior Financial Analyst
Senior Financial Analyst in finance team providing analysis for month-end reporting and forecasting. Key contributor to P&L analysis and support for strategic financial decisions in home solutions.
Division Finance Director
Division Finance Director providing leadership on finances and strategic initiatives for TNC's Midwest division. Collaborating closely with cross-functional teams to drive financial strategies and compliance.
Head of Financial Controlling
Head of Financial Controlling overseeing financial reporting and planning for an international company. Leading projects and collaborating with executives in a dynamic environment.
FP&A Analyst
FP&A Analyst managing financial planning and analysis for Broadvoice's revenue operations. Collaborating with leadership for effective decision-making and business performance.
Financial & Controlling Analyst – Senior
Financial Analyst supporting scalable growth at ClimateTech startup InPlanet. Managing accounting, tax, and financial reporting within a remote team based in Brazil.
Night Shift Financial Monitoring Analyst
Monitor Financial Transactions at Trio, ensuring liquidity and analyzing suspicious activities. Working remotely while collaborating with a dedicated financial team.
AVP, Finance
AVP of Finance managing financial operations and contributing to budgeting at Tidal Financial Group. Focusing on process improvement and AI integration within finance workflows.
Finance Intern
Finance Intern joining finance team, supporting accounts payable and vendor management tasks. Gaining hands-on experience in corporate finance and accounting systems in a fast-paced environment.
Revenue Director, FP&A
Revenue Director, FP&A leading revenue forecasting and performance management across the US Business. Collaborating with senior leaders and managing financial reports and analyses.
Corporate FP&A Lead
Corporate FP&A Lead role in a fast-growing marketplace. Responsibility for financial modeling and forecasting across key business areas.
FP&A Analyst
FP&A Analyst supporting finance function and driving data-driven decision-making at Automatiq. Focused on financial forecasting, discipline, and capital allocation across departments.
Financial Analyst, Level 5
Financial Analyst defining financial art of the possible at Northrop Grumman. Managing program plans, funding availability, and financial reporting processes in a pivotal role.
Growth Operations – Financial Advisory Manager
Growth Operations & Financial Advisory Manager responsible for managing operational and financial infrastructure for e-commerce clients at Darkroom. Supporting financial advisory services and ensuring accurate financial dashboards.