Associate Director, Financial Planning & Analysis
Concentric Innovation•Winter Park, FL
•Remote
About The Position
The Associate Director, FP&A plays a critical role in driving analytical rigor across the firm, with a strong focus on business line profitability, capacity utilization, and pricing strategy. This role goes beyond traditional planning cycles to deliver deep insights into revenue drivers, cost structures, and operational efficiency, enabling leadership to optimize growth and profitability across client segments and service models.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, Management Information Systems or related field
- 10+ years of experience in FP&A, corporate finance, or strategic finance roles
- Strong experience in financial services, preferably wealth or asset management
- Advanced financial modeling and data analysis/modeling capabilities
- Strong understanding of business line economics, cost allocation, and profitability frameworks
- Experience analyzing capacity utilization, productivity metrics, and operational efficiency
- Knowledge of pricing strategy, fee structures, and revenue optimization techniques, preferably in private equity funded/managed and AUM-based revenue structures
- Advanced proficiency in Excel
- Excellent communication skills with the ability to influence senior stakeholders
- Strong problem-solving mindset with attention to detail and intellectual curiosity
Nice To Haves
- Experience with Netsuite Planning & Budgeting and Netsuite Data Analytics Warehouse and PowerBi or equivalent preferred
Responsibilities
- Lead profitability analysis across business lines and by office/region
- Develop detailed models to evaluate revenue yield, cost-to-serve, and contribution margins
- Support detailed MD&A analysis & identify key trends/insights on financial performance
- Manage key KPIs such as utilization and capacity analysis, and revenue by office and lead
- Lead pricing analysis by office/region
- Support M&A related analysis
- Lead budgeting and forecasting processes with a focus on key value drivers
- Oversee budget to actuals and variance analysis
- Lead cash forecast modeling and cash flow management processes
- Development of multi-year financial forecasts
- Continuously improve forecast accuracy through data-driven insights and scenario analysis
Benefits
- comprehensive medical, vision, and dental coverage
- flexible spending options
- flexible PTO
- life insurance
- education support
- a 401(k) plan
- parental leave
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
