Financial Planning & Analysis Director

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

📋 Description

• Direct the strategic initiatives of the FP&A department while ensuring alignment of business operations with Logically’s vision, mission, and core values.

• Oversee the annual budgeting process across the enterprise, rolling forecasts, long-term strategic planning, and capital allocation.

• Create and sustain comprehensive financial models that monitor essential metrics and business performance.

• Evaluate trends in revenue, expenses, KPIs, and various business drivers.

• Provide monthly consolidated financial reports to private-equity investors.

• Perform scenario analysis and sensitivity modeling to aid in decision-making processes.

• Collaborate with senior management on annual budgets, rolling forecasts, and long-term financial strategies.

• Act as a strategic finance advisor to commercial, operational, and functional leaders.

• Work alongside Accounting, HR, IT, and other cross-functional teams for monthly expense and headcount planning and reporting.

• Assist in executive communications and high-level presentations for senior management, the executive team, board of directors, private equity investors, lenders, and other stakeholders.

• Track performance against KPI targets and external benchmarks while facilitating corrective actions.

• Aid in financial due diligence for potential M&A transactions.

• Oversee the financial reporting and planning integration for acquired entities.

• Collaborate with Sales and HR leadership to design, model, and execute sales compensation plans.

• Review compensation structures and provide recommendations to senior leadership.

• Manage ad hoc projects that support management and business decision-making.

• Advocate for AI-enabled tools and the automation of finance processes.

• Verify the accuracy, integrity, and strategic alignment of AI-generated outputs.

• Propel continuous enhancement of financial systems, planning tools, and reporting automation.

⛳️ Requirements

• Bachelor’s degree in Accounting, Finance, or a related field is mandatory.

• An MBA or CPA is preferred.

• 9-11 years of experience in Financial Planning and Analysis, Finance, or Accounting is required.

• Demonstrated experience in a private equity-backed environment, including knowledge of PE reporting schedules, investor packages, and value-creation strategies.

• Background in a services industry; experience with a Managed Service Provider (MSP) or Managed Security Service Provider (MSSP) is highly desirable but not essential.

• Familiarity with recurring revenue business models, including understanding of ARR, Churn, NRR, and LTV.

• Proven skills in financial modeling, including NPV, ROI, and Accretion/Dilution.

• Experience in supporting M&A due diligence, financial integration of entities, and synergy analysis.

• Experience in the design and implementation of sales compensation plans is preferred.

• A successful record in building and managing financial planning processes in a high-growth, fast-paced environment.

• Exceptional skills in Microsoft Excel and PowerPoint.

• Proficiency in SQL with the ability to independently write and execute SQL queries against financial and operational databases.

• Demonstrated experience using AI and automation tools within a finance context, including AI-assisted forecasting, variance analysis, narrative generation, or workflow automation.

• Capability to validate AI-generated outputs for accuracy and strategic alignment.

• Experience with Salesforce and Microsoft Business Central is advantageous.

• Familiarity with ConnectWise is a strong plus, but not mandatory.

• Experience with data visualization and reporting tools such as Power BI is preferred.

• Strategic insight to translate requirements, challenges, and trends into actionable strategies.

• Experience in designing and implementing strategic and operational approaches, infrastructure, cadence, plans, processes, and key metrics.

• A comprehensive understanding of systems analysis and big data analysis methodologies.

• Ability to present financial information effectively to non-financial audiences.

• Outstanding written, verbal, and presentation communication skills.

• Strong analytical acumen and business judgment.

• Capability to manage multiple priorities in a dynamic, rapidly evolving environment.

• Unwavering ethics, discretion, and sound judgment when handling sensitive and confidential financial information.

🏝️ Benefits

• Competitive salary and benefits package.

• Opportunities for professional growth and advancement.

• A collaborative, growth-oriented work environment.

• Engage in cutting-edge cybersecurity and emerging technologies.