Director, Financial Planning and Analysis

This is a fully remote position, open to applicants in Michigan.

📋 Description

• Oversee essential elements of the yearly budget, regular forecasting, and long-term planning initiatives.

• Create and sustain driver-based financial models that link operational activities to revenue, EBITDA, and cash flow.

• Generate monthly and quarterly variance analyses encompassing revenue, gross margin, operating expenses, EBITDA, and other vital performance indicators.

• Analyze performance against budget and forecast to uncover fundamental business drivers.

• Recognize emerging risks and opportunities while developing scenarios to assess potential financial impacts.

• Monitor forecast accuracy and enhance assumptions, methodologies, and planning procedures.

• Convert financial analyses into actionable steps, designated owners, and measurable outcomes.

• Collaborate with Sales, Marketing, Product, and other departments to comprehend business drivers and enhance results.

• Execute financial analyses that support pricing strategies, product investments, go-to-market efforts, organizational decisions, and strategic priorities.

• Assess business cases, investment returns, resource allocation, and opportunities for cost optimization.

• Assist in monthly reporting for the CFO, CEO, and executive leadership team.

• Contribute to quarterly Board and private equity investor reporting.

• Provide decision-useful commentary that elucidates performance, drivers, risks, opportunities, and corrective measures.

• Develop and maintain KPI reporting that connects operational metrics to financial results.

• Enhance visibility into customer acquisition, conversion rates, pricing, product performance, sales efficiency, and operational effectiveness.

• Modernize and automate FP&A reporting, forecasting, and analytical processes.

• Improve data quality, reporting consistency, and financial transparency.

• Establish documentation, controls, and responsibilities for planning and reporting processes.

• Mentor and develop FP&A team members to bolster their analytical, modeling, and business partnership capabilities.

• Address complex or high-priority analyses personally when required.

• Promote accuracy, urgency, intellectual curiosity, and a culture of continuous improvement.

⛳️ Requirements

• Proven experience managing substantial parts of budgeting, forecasting, and management reporting.

• Strong background in collaborating directly with senior business and functional leaders.

• Experience in preparing materials for executive leadership, Boards, or investors is preferred.

• Familiarity with technology, digital products, education technology, certification, SaaS, or other transaction/data-intensive industries is advantageous.

• Outstanding financial modeling, forecasting, and analytical capabilities.

• Comprehensive understanding of income statements, balance sheets, and cash flow relationships.

• Ability to develop driver-based models and translate operational metrics into financial results.

• Advanced Excel skills and experience with financial planning, ERP, and business intelligence platforms.

• Strong data orientation with the capacity to navigate large and occasionally imperfect data sets.

• Experience in enhancing or automating FP&A processes and reporting environments.

• Hands-on approach and accountable execution, emphasizing ownership of problem-solving, accuracy, deadlines, outcomes, and a focus on timely, actionable insights.

• Commercial insight and curiosity to link financial analysis with operational decisions, investigate underlying drivers, and determine next steps.

• Excellent communication skills with a constructive approach to challenging assumptions and simplifying complex financial information for executives and non-financial audiences while maintaining strong working relationships.

• Flexibility to work effectively as processes, systems, and expectations evolve.

• A bachelor's degree in Finance, Accounting, Economics, Business, or a related field is required.

• 8+ years of progressive experience in FP&A, corporate finance, strategic finance, or a related area.

• 3+ years of experience managing or leading FP&A professionals or significant cross-functional finance initiatives.

• Experience in a private equity-backed or similarly performance-oriented environment is strongly preferred.

• Travel may be required based on role responsibilities and business needs.

🏝️ Benefits

• Health, Dental, and Vision Insurance & FSA/HSA Plans.

• Performance bonus of up to 15% of base salary.

• Unlimited Paid Time Off & 15 Paid Holidays.

• Flexible Schedules & Summer Hours.

• 12 weeks of Paid Parental Leave.

• Sponsored Costco or Sam’s Membership.

• 401K Retirement Plan with a 6% company match.

• Spot Bonuses for exceptional contributions.

• Tuition Reimbursement.

• Home Office Allowance.

• Wellness Reimbursement.

• Student Loan Repayment.

• Broadband Stipend.