Director, Financial Planning and Analysis (FP&A)

ERM•Malvern, PA

About The Position

ERM is seeking a strategic, results‑driven Director, Financial Planning and Analysis (FP&A) to drive financial planning, forecasting, performance management, and actionable insights across the North American professional services business. The Director of FP&A for North America will serve as a strategic finance leader and trusted business partner to regional and functional leadership. The ideal candidate combines strong financial acumen with deep experience in professional services, including revenue recognition, utilization, margin management, and capacity planning. This leader will translate complex financial data into clear narratives to support decision‑making, growth initiatives, and operational execution. As the largest global pure play sustainability consultancy, ERM partners with the world’s leading organizations, creating innovative solutions to sustainability challenges and unlocking commercial opportunities that meet the needs of today while preserving opportunity for future generations. ERM is committed to creating a diverse, equitable and inclusive work environment and sees diversity as a strength that helps create better solutions for clients. The diverse team of world-class experts supports clients across the breadth of their organizations to operationalize sustainability, underpinned by deep technical expertise in addressing environmental, health, safety, risk and social issues. This comprehensive service model, referred to as “boots to boardroom” approach, allows ERM to develop strategic and technical solutions that advance objectives on the ground or at the executive level. ERM is the world’s largest advisory firm focused solely on sustainability, offering unparalleled expertise across business and finance. ERM partners with clients to operationalize sustainability at pace and scale, through a unique combination of strategic transformation and technical delivery capabilities. The diverse global team of experts works with the world’s leading organizations to help them set clear sustainability targets, measure progress and operationalize strategy through deep implementation and business transformation. With more than 50 years of experience, ERM's ability to integrate sustainability solutions and depth and breadth of technical knowledge are why organizations choose to partner with them as their trusted advisor. ERM firmly believes in the potential to create value for clients through an integrated approach to sustainability. Team members are passionate about client service, working closely with clients to help them operationalize their sustainability goals and meet their environmental, health and safety objectives while advancing ERM’s purpose through delivering tangible progress in what the United Nations coined The Decade of Action. Organizing people across globally integrated communities of technical and strategic talent positions ERM to be a “boots to boardroom” leader in bringing value creation to clients, partners, and the world. ERM recruits exceptional professionals with a personal and professional passion for sustainability and nurtures them to even greater success as specialists, preparing consultants to bring integrated, innovative and sustainable solutions to clients and providing opportunities for ongoing development across a variety of subject areas related to technical, business, and personal growth. At ERM, effort pays off and becomes career defining work that leaves a positive imprint on the planet.

Requirements

Bachelor’s degree in Finance, Accounting, or a related field
10+ years of progressive finance experience, including significant FP&A leadership experience
Advanced proficiency in Microsoft Excel and PowerPoint
Strong Access and/or SQL skills
Experience integrating data across multiple systems
In‑depth understanding of relational databases
Strong leadership, organizational, and analytical skills
Excellent written and verbal communication skills, including the ability to present to senior and executive audiences
Demonstrated ability to translate complex financial information into clear recommendations
A hands‑on, self‑motivated leadership style with a high standard for accuracy and execution

Nice To Haves

MBA or other advanced degree

Responsibilities

Act as a strategic finance partner to North America executive leadership, providing insight and guidance on growth, profitability, and investment decisions
Lead the North America budget, forecast, and monthly close analytics processes
Own regional P&L analysis, including revenue, gross margin, utilization, pricing, and operating expenses
Develop and maintain rolling forecasts and scenario analyses reflecting changes in demand, capacity, and market conditions
Drive deep analysis of key professional services KPIs, including utilization, billable rates, realization, backlog, pipeline, and margin by client, service line, and BU
Partner with NA Operational Leads to optimize capacity, staffing models, and project profitability
Support pricing strategies, deal economics, and client profitability analysis
Lead and mentor a team of FP&A professionals, fostering a culture of accountability, collaboration, and continuous improvement
Strengthen FP&A processes, tools, and data quality to improve forecast accuracy and decision support
Partner with Accounting, Revenue Operations, Sales, HR, and Operations to ensure alignment and end‑to‑end financial rigor
Lead all FP&A activities for the North America region, including data management, forecasting, budgeting, and reporting
Oversee the development and continuous improvement of financial models, operating plans, and forecasting tools
Monitor and analyze key performance indicators, identifying trends and root causes of variances
Prepare and present monthly, quarterly, and ad‑hoc financial reporting for senior leadership
Develop financial analyses to support strategic initiatives, acquisitions, and capital expenditure decisions
Prepare and deliver board‑level, leadership, and investment presentations
Partner with senior management and department leaders to provide in‑depth financial and business analysis
Manage, mentor, and develop a team of Financial Analysts
Perform ad‑hoc analysis and reporting as business needs evolve