Director, FP&A

IT Solutions Consulting•Maitland, FL

About The Position

The Director, Financial Planning & Analysis provides strategic leadership for the organization’s financial planning, forecasting, performance management, and decision-support capabilities. Reporting to the CFO, this role serves as a trusted financial partner to executive leadership, translating business strategy into measurable financial and operational plans. The Director leads annual budgeting, long-range planning, and recurring forecasting; establishes scalable financial models and management reporting; and delivers forward-looking insights on growth, profitability, cash flow, capital allocation, and business performance. The role strengthens financial discipline across the organization, identifies emerging risks and opportunities, and helps leaders make informed, data-driven decisions. It also builds and develops the FP&A function by establishing standards, strengthening business partnerships, improving systems and processes, and leading a high-performing team to support continued organizational growth.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related discipline, or equivalent professional experience.
At least 8 years of progressive experience in FP&A, corporate finance, or strategic finance.
At least 3 years of formal people-leadership experience, preferably leading financial analysts or an FP&A function.
Demonstrated experience owning enterprise budgeting, forecasting, management reporting, and long-range planning.
Experience partnering directly with executive leaders and presenting financial recommendations to senior stakeholders.
Experience improving financial processes, reporting, systems, automation, or business intelligence capabilities.
Advanced knowledge of financial planning, budgeting, forecasting, financial modeling, and corporate finance.
Strong understanding of financial statements, working capital, GAAP, key financial ratios, and performance measures.
Ability to connect financial analysis with business strategy and operational execution.
Executive-level communication, presentation, and influencing capabilities, in person and virtually using Microsoft Teams.
Ability to translate complex financial information into focused insights and actionable recommendations.
Strong business partnership skills, including the ability to constructively challenge assumptions and facilitate decisions.
Strong understanding of profitability, pricing, scenario modeling, investment analysis, and capital allocation.
Ability to lead through change, ambiguity, growth, and competing priorities.
Demonstrated people-leadership, coaching, performance-management, and talent-development capabilities.
High standards for accuracy, integrity, confidentiality, and accountability.

Nice To Haves

Experience in a growing, multi-entity, or acquisitive organization, ideally in technology services or a Managed Service Provider environment.
Experience supporting acquisitions, due diligence, integration planning, or investment evaluation.
CPA, CMA, CFA, ACA/ACCA/CIMA, or equivalent professional finance or accounting qualification.
MBA or other relevant graduate degree.

Responsibilities

Serve as a strategic financial advisor to the CFO, executive leadership, and business leaders, translating strategy into financial priorities, operating plans, performance measures, and resource-allocation recommendations.
Develop executive-level financial narratives and present financial analyses, forecasts, risks, and recommendations to leadership and other key stakeholders.
Lead scenario planning and sensitivity analysis, and support strategic discussions concerning growth, offerings, market expansion, pricing, investments, and other initiatives.
Own and continuously improve annual budgeting, recurring forecasting, and long-range financial planning, including planning calendars, methodologies, assumptions, templates, governance, and accountability.
Partner with functional leaders to develop operating plans and consolidate them into an integrated company forecast covering revenue, profitability, operating expenses, cash flow, and capital requirements.
Assess forecast accuracy, identify deviations, improve planning practices, and maintain scenarios that help leadership respond to changing business or market conditions.
Establish an enterprise performance-management framework connecting strategic priorities with financial and operational measures.
Lead monthly and quarterly performance analysis against budget, forecast, prior periods, and strategic expectations; identify performance drivers and recommend actions.
Oversee profitability, margin, revenue, cost, operating leverage, working capital, cash flow, return-on-investment, and capital-requirement analysis.
Develop leading indicators and early-warning measures, and partner with Finance and business leaders on corrective actions when results differ from plan.
Lead the development of timely, accurate, decision-oriented management reports, consistent performance measures, executive dashboards, and reporting packages.
Advance automation, financial systems, analytical tools, and business intelligence; reduce manual reporting and collaborate with Accounting and data owners to reconcile management reports with financial records.
Develop frameworks for evaluating capital deployment, strategic investments, business cases, and resource priorities; lead financial modeling and due diligence support for potential acquisitions, integrations, investments, and partnerships.
Evaluate investment returns, cash requirements, financial risks, sensitivities, and strategic alignment; monitor approved investments and support post-transaction planning and performance tracking as applicable.
Establish FP&A policies, controls, documentation, and review practices; promote consistent assumptions and reliable source information; identify risks and recommend mitigations.
Partner with Accounting on alignment with GAAP, financial reporting requirements, and internal control expectations, while maintaining confidentiality of sensitive information.
Build cross-functional partnerships, improve financial understanding and accountability, facilitate planning and performance discussions, and coordinate plans with Accounting, Operations, Sales, Human Resources, and other teams.
Lead, coach, and develop the FP&A team; set performance expectations, allocate resources, build team capabilities, provide feedback and development opportunities, and establish succession and capability plans.
Foster accountability, curiosity, continuous improvement, collaboration, and ownership thinking within the FP&A function.