Director, Financial Planning – Business Intelligence

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

📋 Description

• Lead or significantly contribute to the Annual Plan and Quarterly Forecasts for corporate and leadership evaluation.

• Conduct financial analyses of performance trends, essential business drivers, revenue, profitability, staffing, utilization, and cash flow.

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

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

• Aid in the preparation of Board reporting packages, M&A assessments, and any other CFO-level analyses as required.

• Act as a financial partner to business unit and department leaders, interpreting financial results to inform operational decisions.

• Lead periodic financial reviews concentrating on performance relative to plans, key drivers, risks, opportunities, and recommended actions.

• Enhance budgeting discipline by linking operational plans to financial outcomes.

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

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

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

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

• Automate recurring reporting procedures and minimize reliance on manual spreadsheet operations.

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

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

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

⛳️ Requirements

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

• CPA, CFA, MBA, or an equivalent advanced qualification is preferred.

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

• Proficiency in Power BI, Power Query, Power Pivot, and DAX is required.

• Proven ability to create financial dashboards, data models, automated reports, and performance management tools.

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

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

• Position is based in the Pacific Time Zone.

• Occasional travel may be required, accommodating other US time zones.

• Alignment with our Core Values is essential.

🏝️ Benefits

• Medical, Dental, and Vision insurance.

• Quarterly profit-sharing program.

• 401(K) plan with employer matching (with 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 allowing for remote work and virtual/in-person collaboration.

• Commitment to investing in employees, technology, and tools.