Senior Director, Financial Planning & Analysis

Overview:

The Senior Director of FP&A will lead consolidations and enabling activities to drive the financial team and Insight Global forward. This role involves challenging and evolving internal management reporting, driving future enhancements in core FP&A processes, and implementing modern best-practices cloud-based financial systems to drive efficiency for finance organization. The ideal candidate is a curious, pragmatic optimist, a self-starter who balances individual initiative with teamwork, and possesses strong core accounting knowledge. Excellence in communication skills with strong business partner and leadership skills with a teaching mindset are essential for success in this role.

Responsibilities:

• Enterprise Performance Management: Build out new routines to define and mature performance management across the organization at the right pace, including standing up a capex infrastructure to drive program level visibility and return on investment, running budget and forecasting cycles from planning to consolidations and synthesis to board
• Internal and External Reporting: Lead and evolve both internal management and board/sponsor reporting processes to improve accuracy and level up insights to drive greater strategic decision making and governance
• Financial Consolidations: Lead the consolidation of financial data from various sources to ensure accurate and timely reporting.
• Financial Systems: Oversee the implementation and optimization of cloud-based financial systems and lead financial systems team charged with enabling finance organization through new tool installation and manual process automation.
• Governance : Mature and overseeing data governance and financial systems intake process to prioritize work to drive biggest impact across business
• Strategic Planning: Drive strategic planning initiatives building out program management and workstreams to accomplish aspirations outlined in IG’s 5-year Strategic Plan.
• Cash Forecasting: Provide leadership over cash forecasting and days sales outstanding (DSO) projections.
• Risk Management: Lead with a risk lens, anticipating potential challenges and mitigating risks effectively.
• Business Partnerships – Build and nurture productive partnerships across a matrixed organization to drive effective partnering
• Change Management: Implement change management strategies to ensure smooth transitions and adoption of new processes.
• Teaching and Advisory: Provide guidance and mentorship to the FP&A team, fostering a culture of continuous learning and improvement.
• Board and Executive Presentations: Prepare and deliver presentations to the board and executive leadership that effectively communicate key themes to drive governance and performance management.
• Business Acumen: Demonstrate the ability to learn and understand the business to provide relevant financial insights.

Qualifications:

• Education: Master’s degree in finance, Accounting, Business Administration, or a related field, highly preferred; certifications also a plus.
• Experience: At least 15 years of prior work experience in FP&A, financial systems, and consolidations.
• Skills:

• Strong understanding of 3-statement articulation (Income Statement, Balance Sheet, Cash Flow Statement).
• Critical thinking and problem-solving skills.
• Structured thinking and detail-oriented approach.
• Strong knowledge of modern best practices in cloud-based financial systems.
• Prior experience with financial systems implementations.
• Ability to lead with a risk lens and anticipate challenges.
• Proven track record in driving strategic planning and automating manual work.
• Excellent change management skills.
• Teaching and advisory approach to leadership.
• Curiosity and pragmatic optimism.
• Self-starter balanced with team player mentality.
• Outstanding communication skills (verbal, written, and visual).
• Specific experience with board and executive level presentations.

Core Competencies:

• Critical Thinking: Ability to analyze complex financial data and provide actionable insights.
• Problem Solving: Skilled in identifying issues and developing effective solutions.
• Change Management: Expertise in managing organizational change and driving adoption of new processes.
• Leadership: Strong leadership skills with a focus on mentorship and team development.
• Detail-Oriented: Meticulous attention to detail in all aspects of financial reporting and analysis.
• Business Acumen: Ability to quickly learn and understand the business to provide relevant financial insights.