Director, FP&A

IT Solutions Consulting LLC•Fort Washington, PA

13d

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 delivers forward-looking insights on growth, profitability, cash flow, capital allocation, and business performance. The position strengthens financial discipline, 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.
8+ years of progressive experience in FP&A, corporate finance, or strategic finance.
3+ years of formal people-leadership experience, preferably leading financial analysts or an FP&A function.
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.
Demonstrated 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 turn complex financial information into focused insights and actionable recommendations.
Strong business partnership skills, including constructive challenge of assumptions and facilitation of decisions.
Strong understanding of profitability, pricing, scenario modeling, investment analysis, and capital allocation.
Experience improving financial processes, reporting tools, systems, automation, or business intelligence capabilities.
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.
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.

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; 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; prepare executive-level financial narratives and present analyses, forecasts, risks, and recommendations.
Lead scenario planning and sensitivity analysis, and support strategic discussions concerning growth, offerings, market expansion, pricing, investments, and other initiatives.
Own and improve annual budgeting, recurring forecasting, and long-range financial planning; establish planning calendars, methodologies, assumptions, templates, governance standards, and accountability.
Partner with functional leaders to develop operating plans and consolidate departmental plans into an integrated company forecast covering revenue, profitability, expenses, cash flow, and capital requirements.
Assess forecast accuracy, identify deviations, improve planning practices, and maintain scenarios that reflect operational drivers, workforce needs, investment priorities, and changing business conditions.
Establish an enterprise performance-management framework linking strategic priorities with financial and operational measures; lead monthly and quarterly performance analysis and recommend actions.
Oversee profitability, margin, revenue, cost, operating leverage, working capital, cash flow, return-on-investment, and capital-requirement analyses; develop leading indicators and early-warning measures.
Lead accurate, timely, decision-oriented management reporting; establish consistent measures and governance, and develop 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 reporting with financial records.
Develop financial frameworks for capital deployment, investments, business cases, and resource priorities; lead financial modeling and due diligence support for potential acquisitions, integrations, investments, and partnerships.
Evaluate returns, cash requirements, 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 data, identify risks, and partner with Accounting on GAAP alignment, reporting requirements, and internal controls.
Build cross-functional partnerships, improve financial understanding and accountability, facilitate planning and performance discussions, constructively challenge assumptions, and coordinate with Accounting, Operations, Sales, Human Resources, and other teams.
Lead, coach, and develop the FP&A team; set expectations, prioritize work, build team capabilities, provide feedback and development opportunities, plan for succession, and foster accountability and continuous improvement.