Director of Financial Planning and Analysis

Director of Financial Planning and Analysis Our client, a HNI family office with a heavy concentration within their portfolio of SaaS companies, is looking for a proven Director of FP&A Transformation to lead a high-priority, enterprise-wide finance transformation initiative. This is a hands‑on, high‑impact interim role focused on modernizing FP&A reporting architecture, data flows, and financial processes across ERP, EPM, and adjacent systems. This leader will assess current‑state FP&A and accounting processes, design scalable future‑state workflows, and deliver fully automated, integrated financial reporting across D365, OneStream, Coupa, Workday, and the broader data ecosystem. The role requires deep FP&A expertise, strong accounting fundamentals, and proven experience driving system‑enabled transformation under aggressive timelines. Key Responsibilities FP&A & Process Transformation Lead end‑to‑end assessment of current FP&A and reporting processes, identifying gaps in automation, controls, and data governance Re‑engineer workflows across actuals, close, forecast, budget, allocations, and management reporting Design and implement a standardized FP&A operating model aligned with Accounting and Data teams Reporting & Forecasting Automation Architect automated integrations from D365 to OneStream for actuals, forecasts, budgets, allocations, and KPIs Drive a targeted 90%+ reduction in manual FP&A processes Standardize metadata, hierarchies, and dimensions across AOP, forecast, and management reporting Data Governance & Controls Establish enterprise ownership of financial data and clarify accountability across FP&A, Accounting, and Data Engineering Build a robust data control framework covering data quality, transformation rules, reconciliations, and exception management Define and operationalize a Data Stewardship model to maintain metadata integrity and governance OneStream Optimization Redesign OneStream cubes, dimensions, workflows, and consolidation logic Enhance driver‑based forecasting, segmentation analysis, and executive dashboards Shorten the close‑to‑report cycle by at least two business days while improving data accuracy Expense, Allocation & Performance Management Automate expense analysis and allocation models across entities, departments, and business lines Align dashboards and KPIs directly to Annual Operating Plan (AOP) targets Deliver automated AOP vs. Actual vs. Forecast reporting for executive leadership Cross‑Functional Leadership Act as the integration point between FP&A, Accounting, ERP, Data, and Reporting teams Translate complex system and data concepts into clear insights for senior stakeholders Drive urgency, accountability, and results in a fast‑moving environment Success Metrics Fully automated ERP‑to‑EPM integrations with minimal manual intervention Standardized, governed dimensional models across FP&A and Accounting Accelerated close and reporting timelines Reliable, executive‑ and investor‑grade reporting tied to AOP performance Qualifications 15+ years in FP&A, financial systems, or finance transformation roles Strong accounting foundation; CPA preferred Deep experience in forecasting, budgeting, variance analysis, and multi‑entity reporting Hands‑on expertise with OneStream (preferred) or Hyperion, Tagetik, or Anaplan Proven success redesigning processes and implementing automation and controls Asset management industry experience required Strong ERP‑EPM integration and financial data architecture knowledge Executive‑level communication and stakeholder management skills Who This Role Is For A hybrid FP&A and systems leader who thrives on transformation and automation Someone who can quickly assess complexity and deliver scalable solutions A builder who eliminates manual work and elevates data integrity Seniority level Director Employment type Contract Job function Finance Benefits Medical insurance Vision insurance 401(k) Location Stamford, CT (Hybrid – 3 days onsite / 2 days remote) #J-18808-Ljbffr Connect Search, LLC