Senior Director, Financial Planning & Analysis

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

📋 Description

• Act as a senior strategic finance leader and a trusted advisor to executive and senior operational management.

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

• Deliver senior-level direction for financial planning and forecasting across various business units or portfolios.

• Collaborate with Executive Operations, Accounting, and Corporate Finance on monthly and quarterly forecasts, annual budgets, strategic plans, and capital planning.

• Foster trusted relationships with executive and business leadership, ensuring alignment of finance priorities with organizational goals.

• Supervise variance analysis against forecasts, budgets, and previous year results.

• Identify performance drivers, enterprise risks, strategic opportunities, and necessary corrective actions.

• Provide executive oversight of general ledger and analysis of financial results.

• Collaborate with Accounting on accruals, adjustments, reclassifications, and interpretation of policies.

• Lead monthly and quarterly business reviews, communicating financial performance, trends, risks, and strategic implications.

• Direct the analysis of financial and operational trends using metrics such as utilization, billable rates, backlog, project margins, contribution margin, and EBITDA.

• Manage reporting processes, performance scorecards, dashboards, operating reviews, and tracking of initiatives.

• Sponsor and review analyses related to pricing strategies, profitability, scenario modeling, investment returns, capacity, workforce planning, and segment performance.

• Advise senior operational leaders on staffing strategies, utilization optimization, margin enhancement, and delivery risks.

• Provide strategic oversight of FP&A systems, tools, data governance, assumptions, mappings, and methodologies.

• Promote continuous improvement in forecasting accuracy, planning discipline, analytical rigor, reporting efficiency, and financial transparency.

• Steer decision-making amidst complex interdependencies and changing business conditions.

• Lead, develop, coach, and inspire a high-performing FP&A team.

• Contribute to enterprise FP&A goals, cross-segment initiatives, strategic planning, and executive requests.

⛳️ Requirements

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

• CPA, CFA, or CMA certification preferred.

• Extensive experience in leading budgeting, forecasting, and long-range planning in complex, project-based or professional services settings.

• Advanced proficiency in business intelligence, analytics, and executive reporting.

• Senior-level experience in consulting, professional services, healthcare, or technology environments is preferred.

• Proven experience in leading or influencing teams and senior cross-functional stakeholders.

• Deep knowledge of integrated financial planning, rolling forecasts, long-range strategic planning, and advanced scenario modeling.

• Familiarity with portfolio-level variance analysis, performance management, and decision support.

• Understanding of professional services and consulting economics, including utilization, pricing, margins, backlog, and EBITDA.

• Knowledgeable in project, engagement, and portfolio profitability analysis and workforce planning.

• Expertise in advanced financial modeling techniques and forecasting methodologies.

• Familiarity with executive KPI frameworks, performance scorecards, and financial storytelling.

• Experience in strategic business partnering, executive decision support, and team leadership.

• Knowledge of FP&A systems architecture, planning tools, reporting frameworks, and data governance.

• Understanding of GAAP principles as they apply to management reporting and financial analysis.

• Knowledge of financial statements, general ledger structure, closing processes, and forecast-to-actual reconciliation.

• Familiarity with revenue recognition, cost accounting, and project accounting for professional services.

• Knowledge of internal controls, financial governance, audit readiness, and compliance considerations.

• Awareness of people leadership practices and basic employment law relevant to day-to-day staff management.

• W2 project-based consultants must supply a computing device that meets industry standards and security best practices.

• Ability to operate effectively and decisively in a remote, executive-facing environment.

• Strong strategic and analytical judgment in the face of ambiguity and change.

• Capacity to engage, influence, and constructively challenge senior leaders.

🏝️ Benefits

• Multiple health and dental plans featuring nationally recognized networks.

• Vision benefits included.

• Comprehensive total wellness program.

• Employee assistance program available for employees and their families.

• Retirement savings plans offered.

• Company-paid disability and life insurance provided.

• Pre-tax savings opportunities (HSA and/or FSA) available.

• Professional development offerings accessible.

• Opportunities for remote work.

• Generous paid-time-off policy.

• Flexible schedule accommodations offered.