Director, Financial Planning – Business Intelligence

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

📋 Description

• Take the lead or provide significant support for the Annual Plan and Quarterly Forecasts to facilitate corporate and leadership reviews.

• Conduct financial analysis focusing on performance trends, main business drivers, revenue, profitability, staffing, utilization, and cash flow.

• Assist with monthly and quarterly financial reporting for executive and departmental leaders.

• Create scenario models that aid strategic decisions, growth initiatives, and investment opportunities.

• Support the preparation of Board reporting packages, M&A assessments, and other analyses required by the CFO.

• Act as a financial partner to business unit and department leaders by translating financial results into operational strategies.

• Lead regular financial reviews that concentrate on performance versus plan, key drivers, risks, opportunities, and actionable steps.

• Enhance budgeting discipline by aligning operational plans with financial outcomes.

• Aid in commercial modeling for growth initiatives, client opportunities, staffing choices, and profitability enhancements.

• Foster financial accountability through clear reporting, consistent metrics, and actionable insights.

• Oversee the development and improvement of Power BI reporting and dashboard solutions for the Finance team.

• Design and maintain scalable financial data models utilizing Power BI, Power Pivot, Power Query, DAX, and other related tools.

• Automate regular reporting processes to minimize reliance on manual spreadsheet work.

• Collaborate with Finance, Technology, Analytics, and operational teams to enhance data quality, ensure reporting consistency, and align financial definitions.

• Promote process improvements, workflow adjustments, and reporting enhancements that support agency objectives.

• Report directly to the CFO and closely collaborate with the VP of Financial Operations, Controller, and business leaders.

⛳️ Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or a related discipline.

• Over 7 years of progressive experience in FP&A, corporate finance, financial analytics, or business finance.

• Proficient in Power BI, Power Query, Power Pivot, and DAX.

• Proven ability to create financial dashboards, data models, automated reporting, and performance management systems.

• Strong skills in financial modeling, forecasting, budgeting, and variance analysis.

• Exceptional communication and interpersonal skills, capable of supporting executive, operational, and commercial leaders.

• Position is located in the Pacific time zone.

• Occasional travel and accommodation to other US time zones may be required.

• Commitment to our Core Values.

• CPA, CFA, MBA, or equivalent advanced qualifications are preferred.

🏝️ Benefits

• Medical, Dental, and Vision insurance.

• Quarterly profit-sharing program.

• 401(K) plan with employer match and immediate eligibility.

• 4-6 weeks of PTO.

• 12 paid holidays.

• 12-18 weeks of fully-paid Family and Medical Leave.

• Monthly Work-From-Home allowance.

• Flexible First environment with the option to work from home.

• Investment in employees, technology, and tools.

• Opportunities for virtual and in-person connections.