Director of Financial Planning and Analysis

Company Description CION Investments is a leading manager of alternative investment solutions, focused on helping individual investors build portfolios that support long-term financial goals. With over 30 years of experience in the alternative asset management industry, CION is committed to expanding access to sophisticated investment strategies. The firm manages CION Investment Corporation, a business development company listed on the NYSE (NYSE: CION). CION also sponsors, through CION Ares Management, the CION Ares Diversified Credit Fund, a globally diversified interval fund. Team members join a collaborative environment that supports innovation in credit and alternative investments. Role Description: CION Investment Group is seeking a high-caliber Director of Financial Planning & Analysis to serve as a true finance business partner to the CFO and executive leadership team. This is a hands‑on ownership role — the successful candidate will inherit and lead the company's budgeting, forecasting and executive and board reporting process, bringing structure, and polish to a function that is critical to the firm's continued growth. The Director of FP&A will be expected to operate independently from day one, owning complex financial models, delivering board- and investor-ready reporting packages with discipline and minimal oversight. The role includes one junior direct report who can assist with data gathering and task execution — but the Director should come in with the expectation of being the primary engine of the function, not a delegator. This is a leadership position for a seasoned finance professional who is ready to own the work. Key Responsibilities: Budgeting & Forecasting Lead the firm's annual budgeting process from inception to completion, coordinating cross-functionally across all departments Own and maintain a sophisticated, multi-scenario Excel-based 3-statement financial model (P&L, Balance Sheet, Cash Flow) with full forecast-to-actual variance tracking Develop and continuously refine rolling forecasts and long-range financial plans aligned to business strategy Proactively identify financial risks and opportunities, surfacing insights before they become surprises Monthly & Quarterly Reporting Manage tight monthly and quarterly close reporting calendars, delivering accurate variance analysis and executive commentary on schedule. Produce clean, polished, executive-level reporting packages for the CEO, CFO, Board of Directors, and external investors Build and maintain PowerPoint-based board and investor presentations using best-in-class design and data visualization standards; proficiency with AI tools (e.g., Claude) for efficiency is a strong plus Own variance analysis with meaningful, narrative-driven explanations Financial Modeling & Analysis Serve as the firm's primary owner of all core financial models; maintain model integrity, version control, and documentation Perform ad hoc financial analyses supporting strategic decisions, capital allocation, and business development initiatives Build and maintain KPI dashboards and management reporting tools that give leadership real-time visibility into business performance Stakeholder Partnership Act as a trusted finance partner to C-suite executives, presenting complex financial data in clear and compelling terms Prepare and present materials to the Board of Directors and investors; experience navigating these relationships with professionalism and confidence is essential Partner with established and seasoned accounting team to ensure alignment between management reporting and GAAP financials Qualifications: 8+ years of progressive finance experience, with significant FP&A leadership experience in a complex, fast-paced environment Demonstrated track record owning budget processes and 3-statement financial models at a senior level — this person should be able to step in and run the function with minimal ramp time Prior experience presenting to C-suite, boards, and/or institutional investors; comfort in high-stakes, executive-facing settings Investment management, asset management, or financial services industry experience preferred Technical Skills: Expert-level Excel financial modeling: 3-statement models, scenario analysis, dynamic drivers. Advanced PowerPoint: ability to produce presentation-quality deliverables independently; experience with AI-assisted workflows (Claude, Copilot, etc.) a strong differentiator Familiarity with CPM/EPM tools.Current systems include Microsoft Dynamics as ERP / G/L, Solver as CPM. Strong data visualization instincts — you know what a clean, executive-ready slide looks like and you can build it yourself Leadership & Soft Skills Self-starter who thrives with ownership and accountability — this role is not for someone who needs to be managed Exceptional written and verbal communication skills; ability to distill financial complexity into clear, decision-ready insights Highly organized with the ability to manage multiple competing deadlines without sacrificing quality A team player who takes pride in the quality of their work and the credibility of the finance function A natural mentor who can develop junior talent over time — the role includes one direct report (a developing junior analyst) and the right candidate will invest in that person’s growth while maintaining full ownership of the function’s output #J-18808-Ljbffr