Director of Financial Planning & Analysis

PT&C Group • Holladay, UT

7d • Onsite

About The Position

Platform Accounting Group is hiring a Director of Financial Planning & Analysis to build and lead a disciplined, forward-looking FP&A function across its rapidly growing, multi-entity professional services platform. Reporting to the CFO, this hands-on leader will own enterprise planning, forecasting, performance management, and decision support, translating financial and operating data into clear actions for executive leadership, business unit leaders, the Board, lenders, and private equity sponsors. The position is based onsite at the corporate office in Holladay, Utah.

The Director will establish scalable planning and reporting processes in a fast-paced acquisition environment; lead budgeting, forecasting, long-range planning, performance reviews, strategic analysis, and investment evaluation; and support Board, lender, sponsor, and M&A activities. The role will also develop data governance and reporting capabilities, automate recurring analysis, and build and lead the FP&A team as the function grows. The successful candidate will bring strong financial judgment, analytical depth, business partnership, and the ability to drive accountability across decentralized operations.

Requirements

• Bachelor’s degree in finance, accounting, economics, business, or a related field.
• 10+ years of progressive finance experience, including significant FP&A leadership responsibility in a complex, multi-entity organization.
• Demonstrated ownership of budgeting, forecasting, long-range planning, management reporting, cash flow forecasting, and executive decision support.
• Advanced financial modeling skills, including integrated financial statements, scenario analysis, investment returns, and acquisition models.
• Experience supporting Boards, private equity sponsors, lenders, and senior executives with concise, decision-oriented analysis.
• Strong understanding of GAAP financial statements and ability to partner effectively with Accounting without duplicating controllership responsibilities.
• Strong Excel and presentation skills.
• Enterprise mindset, strong commercial and financial judgment, and ability to move between strategic questions and detailed analysis while maintaining accuracy and business context.
• Clear, concise executive communication and confidence constructively challenging assumptions.
• Strong ownership, urgency, organization, and follow-through in a deadline-driven environment.
• Collaborative leadership style and ability to influence decentralized teams with varying levels of financial maturity.
• High integrity and sound judgment handling confidential financial, employee, transaction, and lender information.

Nice To Haves

• MBA, CPA, or another relevant advanced credential.
• Experience in a private equity-backed portfolio company, acquisitive business, or other high-growth environment.
• Experience with NetSuite and Adaptive.
• Business intelligence experience.
• Professional services, multi-site, or people-based business experience.

Responsibilities

• Own annual budgeting, periodic reforecasting, monthly outlooks, and long-range financial planning, including integrated income statement, balance sheet, and cash flow planning.
• Partner with the CFO and Treasury Team on the longer-term capital plan.
• Establish planning calendars, assumptions, templates, review standards, and accountability across business units and functions.
• Develop driver-based financial models for revenue, utilization, pricing, headcount, compensation, operating expenses, and profitability.
• Create scenario and sensitivity analyses to quantify risks, opportunities, investment requirements, and potential returns.
• Maintain a rolling forecast incorporating current performance, acquisition activity, business trends, and management actions.
• Lead monthly business performance reviews, explaining results, outlook, risks, opportunities, and required actions.
• Establish a consistent enterprise management reporting framework, including actual-to-budget, actual-to-forecast, prior-year, and acquisition case comparisons.
• Develop and govern KPIs for organic growth, pricing, billable utilization, realization, labor productivity, gross margin, EBITDA, working capital, cash conversion, and return on investment.
• Lead root-cause variance analysis and turn findings into specific owners, actions, and expected financial impact.
• Partner with Accounting to improve close-to-report timelines, management reporting accuracy, and reconciliation between operating and financial data.
• Promote financial accountability by clarifying performance expectations, decision rights, and follow-through.
• Partner with the CFO and executive team to translate strategy into financial targets, resource allocation priorities, and measurable value-creation initiatives.
• Develop business cases and post-investment reviews using cash flow, payback, return on invested capital, and scenario analysis.
• Support strategic planning with market, competitor, service-line, geographic, customer, and workforce analytics.
• Provide decision support for pricing, service mix, capacity, hiring, compensation, cost structure, and productivity initiatives.
• Prepare financial and operating materials for the Board, private equity sponsors, and lenders, with a clear executive narrative and consistent definitions.
• Support covenant forecasting, liquidity planning, leverage analysis, debt capacity assessment, and downside scenarios with the CFO and Treasury Team.
• Maintain a clear bridge between reported results, management reporting, lender reporting, and sponsor value-creation metrics.
• Respond to requests concerning financial performance, forecasts, investment cases, and strategic initiatives with timely, accurate, controlled analysis.
• Partner with Corporate Development and business leaders on acquisition modeling, financing assumptions, synergy assessment, and integration planning.
• Incorporate acquisitions into budgets, forecasts, cash planning, and management reporting, with visibility into stand-alone, pro forma, and consolidated performance.
• Establish post-close tracking against investment cases, including revenue, margin, synergies, working capital, and integration costs.
• Standardize financial definitions, planning processes, and reporting across acquired businesses while preserving appropriate local accountability.
• Develop scalable reporting, planning, and analytics capabilities using NetSuite, Adaptive Planning and Budgeting, business intelligence tools, and other data sources.
• Establish data definitions, model governance, version control, and quality checks for key reports and forecasts.
• Automate recurring reporting and shift FP&A capacity toward insight, decision support, and forward-looking analysis.
• Build, lead, and develop the FP&A team, establishing clear roles, operating rhythms, and performance expectations.
• Build trusted relationships across Finance, Operations, Human Resources, Technology, Corporate Development, and business unit leadership.

Benefits

• Opportunity for advancement within a rapidly growing professional services firm.
• Ongoing informal and formal training and development.
• Competitive compensation.
• 401(k).
• Medical benefits.
• Firm-sponsored continuing education.

What This Job Offers

• Job Type: Full-time
• Career Level: Director