Director of Financial Planning – Analysis

📋 Description

• Spearhead the annual budgeting, monthly forecasting, and long-term strategic planning activities, working closely with Executive Leadership, program leaders, practice leaders, and department heads to ensure alignment with the firm's strategic goals.

• Create and oversee comprehensive financial models for predicting revenues, expenses, resource capacity, cash flow, investments, and profitability, with a particular emphasis on driver-based models pertinent to professional services (e.g., headcount, contracts, projects, utilization, bill rates).

• Deliver insightful financial due diligence and analysis for prospective strategic investments, capital expenditures, and significant initiatives.

• Supervise the creation of detailed, timely, and insightful monthly and periodic financial reports for the Leadership Team and Program Management.

• Track performance against the annual budget, forecasts, and key operational metrics, identifying trends, opportunities, and risks.

• Evaluate key professional services metrics, such as utilization, unit economics, margins by program/project/client/practice area, and backlog, offering strategic recommendations for margin enhancement and efficiency.

• Serve as a trusted financial advisor to program and practice leaders, assisting them in managing their P&Ls, understanding their cost drivers, and making data-driven decisions about pricing, staffing, and investments.

• Oversee the entire monthly contract invoicing process, ensuring accuracy, adherence to client contracts, timely submission of invoices to clients, and close collaboration with Program and Operations.

• Collaborate with the Accounting team to ensure billing practices comply with GAAP regarding revenue recognition for fixed-fee, time-and-materials, and other contract types.

• Examine invoicing trends, monitor the aging of receivables, and provide timely financial information to support collections efforts and reduce Days Sales Outstanding.

• Direct the company's pricing function in partnership with Business Development, Delivery, and company leadership, ensuring competitive pricing strategies, reliable models, and adaptable tools are in place to foster growth while maintaining strict adherence to firm-wide financial objectives.

• Work alongside Growth and Delivery Teams to ensure that resource estimates, price targets, and supporting models are based on operational reality and historical performance.

• Establish feedback mechanisms and regular communication with Growth, Delivery, and other leaders to provide data-driven insights that continuously refine pricing strategies and tools.

• Collaborate with the CFO, other C-level executives, and key leaders on firm-wide strategic and operational initiatives.

• Lead, mentor, and develop the FP&A team, nurturing a culture of high performance, accuracy, and ongoing improvement.

• Optimize and enhance existing reporting and planning processes so that all leaders can readily access the financial information necessary for their roles, utilizing financial systems and business intelligence tools for efficiency and improved analytics.

⛳️ Requirements

• Over 10 years of progressive experience in FP&A, Corporate Finance, or a related field.

• At least 3-5 years of direct experience within a Professional Services firm (e.g., Consulting, IT Services, Legal, or Accounting firm).

• Bachelor's degree in Finance, Accounting, Economics, or a related field.

• Demonstrated expertise in financial modeling, budgeting, and forecasting.

• Exceptional ability to distill complex data into clear, concise, and actionable insights for non-financial executives.

• Strong leadership and people management skills, with experience in developing an FP&A function.

• Advanced proficiency in financial planning systems (e.g., Adaptive Planning, Anaplan, Hyperion), business intelligence tools (e.g., Tableau, Power BI), and contract-based ERPs (e.g., Unanet, Deltek, Netsuite).

• Strong leadership and communication skills, with the capacity to influence and collaborate effectively across all organizational levels.

• Excellent analytical and problem-solving skills, with a keen attention to detail and accuracy.

• Strong computer skills and the ability to leverage technology in a contract administration context.

• Exceptional time management skills with a keen focus on detail.

• Problem-solving and conflict resolution abilities.

• High level of personal integrity, ethics, motivation, and the ability to cultivate mutual respect and inclusion.

• Ability to develop, build, and grow strong working relationships at all levels of leadership, management, and with external stakeholders and clients.

• Capability to implement strategies and services in a fast-paced, dynamic, and growing environment while maintaining alignment across organizational boundaries.

🏝️ Benefits

• Health coverage — comprehensive medical, dental, and vision plans to support your overall health needs.

• Insurance coverage — Nava provides disability, life, and accidental death insurance at no cost.

• Time off — vacation, holidays (including Juneteenth), and floating holidays to rest and recharge.

• Company holidays — enjoy 12 paid federal holidays each year in addition to your regular PTO.

• Annual bonus — when Nava meets its goals, eligible employees receive a performance-based annual bonus.

• Parental leave — paid time off for new parents, plus weekly meals delivered to your home.

• Wellness program — a full platform offering physical, mental, and emotional health resources and support tools.

• Virtual care — see doctors online with no copay through UnitedHealthcare’s virtual visit program.

• Sabbatical leave — earn extended unpaid leave after continuous service for personal growth or rest.

• 401(k) match — Nava matches 4% of your salary to support your retirement savings plan.

• Flexible work — a remote-first environment with flexibility built around your schedule and responsibilities.

• Home office setup — company laptop and setup assistance provided via Staples for remote work needs.

• Utility support — monthly reimbursement to help offset eligible home office utility expenses.

• Learning opportunities — internal training programs and resources to help develop your professional skills.

• Development opportunities — access to LinkedIn Learning and an annual allowance for courses, tuition, and certifications.

• Referral bonus — receive rewards for referring outstanding candidates who join the Nava team.

• Commuter benefits — pre-tax commuter programs to support in-office travel when applicable.

• Supportive culture — a collaborative and remote-friendly team environment where team members genuinely care.