Director of Financial Planning and Analysis

PLTFRM Companies LLC • Los Angeles, CA

4d

About The Position

We are seeking a highly analytical and business-savvy FP&A professional to join our growing finance team. In this role, you will serve as a key partner to senior leadership for budgeting, forecasting, reporting, and providing financial insights that support strategic decision-making across the organization. You will partner closely with functional leaders to drive financial discipline and operational efficiency in a company with 700+ team members.

Requirements

• Bachelor’s degree in Finance, Accounting, or Business; MBA or CPA preferred.
• 5+ years of progressive experience in FP&A, preferably in retail services, consumer goods, sales agencies, or commission-based businesses.
• Proficient in Excel and financial modeling; experience with NetSuite, Power BI, or FP&A tools like Planful or Adaptive Planning is a plus.
• Strong interpersonal skills to work across sales, client, and executive teams.
• Ability to manage multiple priorities and meet tight deadlines in a dynamic, client-driven environment.

Nice To Haves

• experience with NetSuite, Power BI, or FP&A tools like Planful or Adaptive Planning

Responsibilities

• Lead the annual budgeting and quarterly forecasting processes, collaborating with department heads and executive leadership.
• Support and maintain dynamic financial models to support scenario planning, profitability analysis, and cash flow forecasting.
• Deliver monthly variance analyses, KPI dashboards, and business performance reports with actionable insights.
• Serve as a strategic partner to cross-functional teams including Sales, Marketing, and Operations, providing financial guidance and decision support.
• Support investor reporting with high-quality materials and data-backed narratives.
• Identify and implement process improvements to streamline reporting, forecasting, and planning operations.
• Assist in evaluating business cases for capital expenditures, new product launches, pricing changes, or market expansion.
• Partner with Accounting to ensure alignment between financial planning and actuals.

Benefits

• health
• dental
• retirement plans
• Unlimited PTO

What This Job Offers

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