Director, Financial Planning and Analysis (FP&A)

ERM•Philadelphia, PA

13h

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.

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