About the company
This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Financial Planning & Analysis Director based in the United States.
Responsibilities
- Direct the financial planning and analysis function, overseeing annual budgeting, rolling forecasts, long-range strategic planning, and capital allocation.
- Build and maintain sophisticated financial models, conduct scenario and sensitivity analyses, and evaluate revenue, expenses, margins, and key performance indicators.
- Manage the preparation and delivery of monthly consolidated financial reporting packages for private equity investors.
- Collaborate with senior management and business leaders to translate financial data into actionable insights.
- Work closely with Accounting, Sales, Human Resources, IT, and operational teams to coordinate expense management, headcount planning, performance monitoring, and corrective action initiatives.
- Contribute to financial due diligence, transaction modeling, investment analysis, and synergy assessments.
- Partner with Sales and HR leadership to design, model, and implement incentive plans.
- Identify opportunities to automate repetitive financial workflows and improve reporting efficiency through AI-enabled tools.
- Validate AI-generated analyses and outputs for accuracy, reliability, and strategic relevance.
- Drive continuous improvement across financial systems, planning tools, reporting infrastructure, and data workflows.
- Deliver financial analysis and recommendations for emerging business priorities.
Requirements
- Bachelor's degree in Finance, Accounting, or a related discipline is required. An MBA or CPA qualification is preferred.
- Approximately 9–11 years of experience in financial planning and analysis, finance, or accounting.
- Demonstrated experience in a private equity-backed business.
- Experience in a services-oriented business is preferred. Exposure to managed service providers (MSPs), managed security service providers (MSSPs), SaaS, or other recurring-revenue models is a strong advantage.
- Strong understanding of subscription and services-based business metrics, including annual recurring revenue (ARR), churn, net revenue retention (NRR), and customer lifetime value (LTV).
- Proven ability to develop and interpret complex financial models, including net present value (NPV), return on investment (ROI), accretion/dilution analysis, scenario planning, and sensitivity analysis.
- Experience supporting financial due diligence, acquisition integration, synergy analysis, and sales compensation design and implementation is highly desirable.
- Advanced Microsoft Excel and PowerPoint skills, along with the ability to independently write and execute SQL queries.
- Demonstrated experience applying AI and automation tools to financial forecasting, variance analysis, reporting narratives, or workflow optimization.
- Familiarity with Sales