Director of Financial Planning & Analysis (FP&A)

Coast Professional, Inc.•West Monroe, LA

3d•Onsite

About The Position

The Director of Financial Planning & Analysis (FP&A) leads the Company’s budgeting, forecasting, pricing, financial modeling, profitability analysis, and operational financial analysis function. This role serves as a key financial partner to the President & CFO and business leadership, translating operational assumptions and financial data into actionable analysis that supports pricing decisions, resource allocation, contract performance, growth opportunities, and long-term planning. The Director of FP&A has primary responsibility for the annual budget and forecasting processes and leads financial pricing and modeling for new and existing business opportunities. The role works closely with the Director of Accounting/Controller, while maintaining a distinct forward-looking focus on planning, pricing, performance analysis, and decision support.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field required.
10+ years of progressively responsible experience in finance, financial analysis, budgeting, pricing, operations analytics, or related disciplines preferred.
Significant experience developing complex budgets, forecasts, pricing models, and profitability analyses.
Advanced Microsoft Excel and financial modeling skills required; experience with ERP, budgeting, business intelligence, and data analytics systems preferred.
Strong financial modeling, analytical, budgeting, forecasting, pricing, and profitability-analysis skills.
Ability to understand complex operations and translate operational assumptions into financial models.
Ability to challenge assumptions and identify financial risks while understanding operations realities.
Strong communication skills and the ability to explain complex financial concepts to non-financial leaders.
Strong attention to detail with the ability to maintain a broader business and strategic perspective.
High degree of judgement, discretion, confidentiality, and comfort working directly with senior executives.
U.S. citizenship required.
Security clearance granting access to classified information required.

Nice To Haves

MBA, CPA, CMA, or other relevant advanced degree or certification preferred but not required.
Experience in a labor-intensive service business strongly preferred; accounts receivable management, BPO/contract center operations, government contracting, or similar industry experience is highly desirable.

Responsibilities

Lead the Company’s annual budgeting process across departments, contracts, locations, and lines of business.
Partner with operations and department leaders to build budgets based on revenue, staffing, productivity, compensation, operating expenses, and other business drivers.
Develop and maintain consolidated Company budgets and detailed budgets by contract, department, location, and line of business.
Maintain rolling forecasts and update financial expectations based on actual performance and changing business conditions.
Develop long-range financial plans, headcount plans, labor models, and capital expenditure analyses.
Lead financial modeling and pricing for new business opportunities, contract renewals, expansions, modifications, and other significant opportunities.
Develop detailed pricing models incorporating labor, benefits, payroll taxes, overhead, technology, facilities, subcontractors, capital requirements, and other direct and indirect costs.
Work with Operations and business leaders to develop appropriate staffing, productivity, utilization, training, ramp-up, and performance assumptions.
Analyze proposed pricing for expected contribution margin, operating margin, break-even points, and return to investment.
Perform sensitivity and scenario analysis for changes in staffing, wages, productivity, volume, pricing, contract terms, and other assumptions.
Support pricing for government contracts, commercial contracts, BPO opportunities, and other Company lines of business.
Compare actual contract performance with original pricing assumptions and use findings to improve future pricing models.
Prepare monthly, quarterly, and annual financial forecasts.
Analyze actual results against budget, forecast, prior periods, and original pricing assumptions.
Identify and explain significant revenue, labor, operating expense, and margin variances.
Develop forecast for revenue, labor, headcount, operating expenses, contribution margin, and operating income.
Identify emerging financial risks and opportunities and communicate them to the President & CFO and appropriate business leaders.
Develop and maintain profitability reporting by contract, client, location, and line of business.
Analyze contract-level revenue, direct labor, benefits, operating costs, allocated overhead, contribution margin, and profitability.
Partner with Operations to understand the operational drivers behind financial performance.
Identify underperforming contracts or business units and help leadership understand root causes and potential corrective actions.
Evaluate the financial impact of staffing changes, wage adjustments, incentive programs, remote/hybrid work arrangements, facility utilization, and other operational decisions.
Develop appropriate cost allocation methodologies in coordination with the President and CFO and Director of Accounting/Controller.
Serve as financial business partner to the President & CFO and executive leadership.
Translate financial and operations data into clear, actionable recommendations.
Prepare financial analysis supporting major operations and strategic decisions.
Evaluate potential investments, acquisitions, new locations, contract opportunities, facility decisions, and other strategic initiatives.
Develop scenario models and executive-level financial presentations for senior leadership and ownership as requested.
Provide independent financial challenge to operational assumptions when appropriate.
Work closely with the Director of Accounting/Controller following monthly close to analyzing actual financial results.
Prepare management reporting packages including budget-to-actual results, forecasts, KPIs, trends, and variance explanations.
Develop dashboards and reporting tools that improve visibility in business performance.
Connect operational metrics such as staffing, hours worked, productivity, utilization, collections, call volumes, and other performance measures to financial results.
Develop and maintain standardized models for budgeting, forecasting, pricing, and profitability analysis.
Identify opportunities to automate and improve the accuracy, efficiency, and consistency of financial planning and analysis.