Director, FP&A

IT Solutions Consulting•Tucson, AZ

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 informed, data-driven decisions across the organization. It 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 continued 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, including virtual communication 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.
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; 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 and present analyses, forecasts, risks, and recommendations to key stakeholders.
Lead scenario planning and sensitivity analysis, and support discussions concerning organic growth, new offerings, market expansion, pricing, investments, and other strategic initiatives.
Own and continuously 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, operating expenses, cash flow, and capital requirements.
Assess forecast accuracy, improve assumptions and planning methodologies, ensure plans reflect operational drivers and business conditions, and maintain scenarios for changing performance or market conditions.
Establish an enterprise performance-management framework connecting strategic priorities with financial and operational measures; lead monthly and quarterly performance analysis and recommend actions based on identified drivers.
Oversee profitability and margin analysis and evaluate revenue, costs, operating leverage, working capital, cash flow, return on investment, and capital requirements; develop leading indicators of risks and opportunities.
Lead accurate, timely, decision-oriented management reporting; establish consistent measurement definitions 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 frameworks for capital deployment, strategic investments, business cases, and resource priorities; lead financial modeling and due diligence support for potential acquisitions, integrations, investments, and partnerships.
Evaluate expected returns, cash needs, risks, sensitivities, and strategic alignment; monitor approved investments against business cases 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 partner with Accounting on GAAP, reporting, and internal-control alignment.
Maintain confidentiality of financial, employee, client, and transaction-related information.
Build cross-functional partnerships, increase 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, determine priorities, allocate resources, build team capabilities, provide feedback and development opportunities, establish succession and capability plans, and foster accountability and continuous improvement.