Director of Financial Planning & Analysis

Role Description

We are seeking a strategic, hands-on Director/Head of FP&A to build and lead a best-in-class financial planning function in a high-growth IT / Managed Services environment. Reporting directly to the CFO, this role will serve as a key business partner to the executive team, driving financial strategy, performance insights, and operational rigor across the organization. This is a highly visible leadership role with direct exposure to the Board and investors.

Primary Responsibilities

• Strategic Leadership & Executive Partnership
  • Serve as a trusted advisor to the CFO and executive team, delivering data-driven insights that influence key decisions.
  • Lead financial strategy, aligning planning efforts with company growth and value creation goals.
  • Translate complex financial data into clear, actionable recommendations for leadership.
• FP&A & Business Performance
  • Own the end-to-end budgeting, forecasting, long-range planning processes, and monthly/quarterly reporting.
  • Develop and maintain driver-based financial models (revenue, gross margin, profitability, cash flow).
  • Lead variance analysis and performance tracking, holding business partners accountable to targets.
  • Analyze resource utilization metrics (billable vs. non-billable) to optimize productivity and reduce revenue leakage.
• Cross-Functional Business Partnership
  • Partner with Sales, Delivery, and Marketing to drive revenue growth and margin improvement.
  • Support pipeline forecasting, conversion analysis, and pricing strategies, including large multi-year deals.
  • Provide financial leadership for cost optimization initiatives, capital allocation, and M&A activities.
• Team Leadership & Build-Out (Critical)
  • Build, scale, and lead a high-performing FP&A team.
  • Establish best practices, processes, and operating cadence across the function.
  • Foster a culture of accountability, continuous improvement, and analytical excellence.
  • Partner closely with Controllership to ensure accurate and timely reporting.
• Data, Systems & Analytics
  • Drive adoption of FP&A tools, automation, and advanced analytics.
  • Improve data infrastructure to enable real-time, decision-ready insights.
• Board & Investor Engagement
  • Own preparation of financial presentations, Board decks, investor reporting, and lender materials.
  • Support due diligence and corporate development initiatives.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field (MBA/CPA/CFA preferred).
• 12+ years of progressive FP&A experience, including 3+ years in a leadership role.
• Proven experience building and scaling an FP&A function and team in a technology, services, or managed services environment (required).
• Strong experience with services-based business models (e.g., utilization, project-based revenue, margin optimization).
• Advanced financial modeling and forecasting expertise, with full ownership of forecasting, variance analysis, and performance accountability.
• Ability to turn data into actionable insights that influence business decisions and outcomes (not just reporting).
• Strong executive presence with the ability to influence senior leadership and present to the Board.
• Experience operating in a fast-paced, global, and dynamic environment.
• Experience with financial systems and analytics platforms (e.g., Domo, NetSuite, Workday, Power BI, etc.).
• Strong Excel skills and exposure to AI-based tools.

Preferred Qualifications

• Experience in a private equity-backed company.
• Experience partnering deeply with Sales organizations on pricing, pipeline, and deal structuring.

Benefits

• $175,000 annually, commensurate with depth of FP&A experience.
• Comprehensive health, dental, vision, and defined contribution retirement plan benefits.
• Paid time off and holidays (in accordance with local law).
• Professional development opportunities.
• Collaborative work environment with global exposure.