Strategic Director, Financial Planning & Analysis

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

📋 Description

• Take ownership of the annual operating plan, rolling forecasts, and long-term planning processes.

• Collaborate with leaders throughout the organization to create financial plans that align with strategic priorities.

• Provide scenario modeling and business insights that assist in executive decision-making.

• Promote accountability, consistency, and thoroughness in all planning activities.

• Evaluate existing planning, reporting, and forecasting processes to identify opportunities for enhancing efficiency and scalability.

• Assist in the assessment and implementation of a future FP&A planning platform.

• Champion automation initiatives through the use of modern reporting, analytics, and AI-driven capabilities.

• Establish processes that minimize manual efforts and boost organizational agility.

• Collaborate with Sales, Marketing, Operations, and business leaders to analyze customer acquisition, retention, enrollment, and revenue drivers, providing insights to enhance business performance and investment strategies.

• Create and maintain forecasting models that integrate essential business drivers, including customer acquisition, retention, conversion, and lifetime value metrics.

• Convert complex financial data into actionable business recommendations.

• Facilitate strategic investments, growth initiatives, and operational enhancements through financial analysis and business case development.

• Lead a team comprising a Manager of FP&A and Senior Analysts.

• Evaluate team capabilities and develop plans to enhance performance and readiness.

• Build organizational capacity through coaching, mentorship, and succession planning.

• Cultivate a culture of ownership, accountability, innovation, and continuous learning.

• Oversee monthly reporting, performance reviews, variance analysis, and KPI reporting.

• Prepare executive presentations and materials for discussions with senior leadership.

• Provide forward-looking analysis of key business drivers, risks, and opportunities.

⛳️ Requirements

• Over 10 years of progressive finance experience, including leadership roles within FP&A.

• Proven experience using metrics such as Customer Acquisition Cost (CAC), Lifetime Value (LTV), retention, churn, cohort analysis, or similar metrics to guide financial planning and business decision-making.

• Experience in enhancing, scaling, or transforming FP&A functions within complex organizations.

• Demonstrated success in leading budgeting, forecasting, and strategic planning processes.

• Strong business partnership skills and executive communication abilities.

• Experience in leading and developing high-performing teams.

• Advanced skills in financial modeling and analytics.

• Familiarity with planning, reporting, and business intelligence tools.

• A strong process improvement mentality with a passion for innovation and automation.

🏝️ Benefits

• Health insurance.

• 401K with company matching.

• Generous paid time off.

• Sponsored volunteer opportunities.

• Free access to all our online programs.