FP&A Director

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

📋 Description

• Perform comprehensive financial analysis to assess key performance indicators and trends across various business units.

• Manage the monthly close Book utilized to present results and analyses to Executive leadership, the Board, and Investors.

• Develop, enhance, and sustain financial models and forecasting tools that align with business goals and growth strategies.

• Oversee the budgeting process.

• Collaborate with different departments to connect financial data with operational and performance indicators.

• Prepare and review financial statements, reports, and metrics to ensure audit-level accuracy and compliance.

• Offer strategic financial insights to executives and department leaders.

• Assist in evaluating sales transaction profitability on an as-needed basis.

• Support M&A due diligence efforts when required.

• Promote the adoption of best practices in financial data analytics and reporting.

• Assess and implement AI-driven tools and technologies to automate analysis and forecasting.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related discipline.

• At least 3–5 years of experience specifically in FP&A, financial modeling, or data analysis.

• Experience preferably in the technology, managed services, and/or professional services sectors.

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

• Solid understanding of data bridging techniques.

• Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, and macros.

• Familiarity with data visualization tools such as Power BI, Tableau, or similar platforms.

• Ability to effectively employ AI tools like Claude to consistently achieve desired results.

• Proven experience with ERP and financial systems such as NetSuite, Oracle, or MS Dynamics.

• Capability to integrate data from various platforms.

• Strong analytical skills with the ability to synthesize large datasets into actionable insights.

• Attention to detail and a thorough approach to financial data accuracy and reporting.

• Excellent communication skills for articulating complex financial concepts to non-financial stakeholders, executives, and investors.

• Ability to work independently, manage competing priorities, and meet deadlines in a dynamic environment.

• MBA is highly preferred.

🏝️ Benefits

• Great work-life balance.

• Flexible hours.

• Option to work from home or one of the company’s offices.

• Diverse and inclusive workplace.

• Equal opportunity employer.