Director of Financial Planning & Analysis

PT&C Group • Holladay, UT

3d • Onsite

About The Position

Platform Accounting Group is seeking a Director of Financial Planning & Analysis to build and lead a disciplined, forward-looking FP&A function across a rapidly growing, multi-entity professional services platform. Reporting to the CFO, this leader will own enterprise planning, forecasting, performance management, and decision support. The role translates financial and operating data into clear actions for executive leadership, business unit leaders, the Board, lenders, and private equity sponsors. It is a hands-on leadership position requiring the ability to establish scalable processes and operate effectively in a fast-paced acquisition environment.

Platform Accounting Group provides tax, accounting, assurance, IT consulting, and wealth management services to small and medium-sized businesses and their owners. The firm has more than 50 offices across 15+ states. This role is based onsite at the corporate office in Holladay, Utah.

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 when handling confidential financial, employee, transaction, and lender information.
• Ability to work onsite in Holladay, Utah.

Nice To Haves

• MBA, CPA, or other 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 the annual budget, periodic reforecast, monthly outlook, and long-range financial planning processes, including integrated income statement, balance sheet, and cash flow planning.
• Partner with the Treasury Team and CFO 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 that incorporates current performance, acquisition activity, business trends, and management actions.
• Lead monthly business performance reviews with executive and operating leaders, explaining results, outlook, risks, opportunities, and required actions.
• Establish an 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 translate 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 enterprise 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 in coordination 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 to stand-alone, pro forma, and consolidated performance.
• Establish post-close performance 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 as the function grows, 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