Director, FP&A

IT Solutions Consulting LLC•Maitland, FL

17d

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 partners with executive leadership to translate 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 provides forward-looking insights on growth, profitability, cash flow, capital allocation, and business performance. The role strengthens financial discipline, identifies emerging risks and opportunities, and enables 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 that can support the organization’s continued growth.

Requirements

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 convert complex financial information into focused insights and actionable recommendations.
Strong business partnership skills, including constructively challenging assumptions and facilitating decisions.
Strong understanding of profitability, pricing, scenario modeling, investment analysis, and capital allocation.
Experience improving financial systems, reporting tools, automation, and data quality.
Ability to lead through change, ambiguity, growth, and competing priorities.
People-leadership, coaching, performance-management, and talent-development capabilities.
High standards for accuracy, integrity, confidentiality, and accountability.
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.

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 another relevant graduate degree.

Responsibilities

Serve as a strategic financial advisor to the CFO, executive leadership, and business leaders.
Translate organizational strategy into financial priorities, operating plans, performance measures, and resource-allocation recommendations.
Provide financial perspectives on growth opportunities, operational investments, organizational capacity, and business risks.
Develop executive-level financial narratives connecting results, operating performance, assumptions, risks, and recommended actions.
Lead scenario planning and sensitivity analysis to evaluate alternative strategies and potential business outcomes.
Support leadership discussions about organic growth, new offerings, market expansion, pricing, investments, and other strategic initiatives.
Present financial analyses, forecasts, risks, and recommendations to executive leadership and other key stakeholders.
Own and improve annual budgeting, recurring forecasting, and long-range financial planning processes.
Establish planning calendars, methodologies, assumptions, templates, governance standards, and accountability across participating business units.
Partner with functional leaders to develop financially sound operating plans aligned with organizational goals.
Consolidate departmental plans into an integrated company forecast covering revenue, profitability, operating expenses, cash flow, and capital requirements.
Assess forecast accuracy, identify significant deviations, and improve assumptions, methodologies, and planning practices.
Ensure financial plans reflect operational drivers, workforce requirements, investment priorities, and anticipated business conditions.
Maintain multiple financial scenarios to help leadership respond to changing performance or market conditions.
Establish an enterprise performance-management framework connecting strategic priorities with financial and operational measures.
Lead monthly and quarterly analysis of actual performance compared with budget, forecast, prior periods, and strategic expectations.
Identify drivers of financial performance and convert findings into actionable recommendations.
Oversee profitability and margin analysis by service, offering, client segment, business unit, or other relevant dimensions.
Evaluate revenue performance, cost structure, operating leverage, working capital, cash flow, return on investment, and capital requirements.
Develop leading indicators and early-warning measures to identify financial risks and opportunities.
Partner with Finance and business leaders to define corrective actions when performance differs from plan.
Lead development of accurate, timely, decision-oriented management reporting.
Establish consistent definitions, methodologies, and governance for financial and operational performance measures.
Develop executive dashboards and reporting packages highlighting results, trends, risks, opportunities, and required decisions.
Advance automation, financial systems, analytical tools, and business intelligence within FP&A.
Reduce manual reporting and increase the team’s capacity for forward-looking analysis and strategic support.
Collaborate with Accounting and other data owners to reconcile management reporting with underlying financial records.
Develop financial frameworks for evaluating capital deployment, strategic investments, business cases, and competing resource priorities.
Lead financial modeling and due diligence support for potential acquisitions, integrations, investments, and partnerships.
Evaluate expected returns, cash requirements, financial risks, sensitivities, and strategic alignment.
Monitor approved investments against their original business cases and recommend corrective actions as needed.
Support post-transaction planning and performance tracking, as applicable.
Establish and maintain FP&A policies, controls, documentation, and review practices.
Ensure financial models, forecasts, and management reports use consistent assumptions and reliable source information.
Identify financial, operational, and market risks and develop mitigation recommendations for executive consideration.
Partner with Accounting to support alignment with GAAP, financial reporting requirements, and internal control expectations.
Maintain confidentiality of financial, employee, client, and transaction-related information.
Build partnerships across the organization and serve as the primary FP&A point of contact for strategic financial planning.
Increase financial understanding and accountability by helping leaders interpret performance and evaluate trade-offs.
Facilitate planning and performance discussions that generate clear decisions, owners, and follow-through.
Constructively challenge assumptions while maintaining productive, solutions-oriented relationships.
Coordinate with Accounting, Operations, Sales, Human Resources, and other teams so plans and forecasts reflect current business conditions.
Lead, coach, and develop the FP&A team, establishing expectations for performance, quality, responsiveness, and business partnership.
Determine team priorities, allocate resources, and balance recurring deliverables with strategic projects.
Build team capabilities in financial modeling, forecasting, analytics, executive communication, and business partnership.
Provide meaningful feedback, professional development, and career-growth opportunities.
Establish succession and capability plans for the long-term needs of the FP&A function.
Foster accountability, curiosity, continuous improvement, collaboration, and ownership thinking.