Director of Financial Planning and Analysis

TradeCentric•Charlottesville, VA

22h•Remote

About The Position

TradeCentric is seeking an experienced and strategic Director of Financial Planning and Analysis to join our dynamic team. The ideal candidate will play a crucial role in driving financial planning, budgeting, forecasting, and analytical processes. As the Director of FP&A, you will collaborate with cross-functional teams, provide valuable insights, and contribute to key decision-making processes to support the company's financial goals and growth.

Requirements

Bachelor’s degree in Finance, Accounting, Economics or related field
4+ years of experience in financial planning and analysis
2+ years of experience in investment banking
Proven experience in budgeting, forecasting, and financial modeling
Strong analytical and strategic thinking skills
Excellent communication and presentation abilities
Proficiency in financial software and tools (e.g., Excel, financial modeling software, Salesforce, QuickBooks)
Ability to thrive in a fast-paced and dynamic environment

Nice To Haves

MBA or CFA
Prior experience working within a private equity-backed company, with an understanding of the fast-paced, results-driven environment and scalability goals typically associated with PE ownership
Prior work experience within a SaaS organization
Python & financial automation: Experience using LLMs to design and build data pipelines, API integrations, and workflow automations across Finance and GTM tooling.

Responsibilities

Financial Planning and Budgeting: Develop and lead the annual budgeting process in collaboration with department heads. Implement effective financial planning strategies to align with organizational objectives
Forecasting and Analysis: Provide accurate and timely financial forecasts to assist in decision-making. Conduct variance analysis and identify key drivers of financial performance
Strategic Financial Guidance: Collaborate with executive leadership to develop and execute financial strategies. Offer insights and recommendations to optimize financial performance
Management Reporting: Generate regular financial reports for executive leadership and other stakeholders (board & lender). Create dashboards and presentations to communicate financial performance
Cross-Functional Collaboration: Work closely with various departments to understand their financial needs and provide support. Collaborate with accounting and other teams to ensure accurate financial reporting
Investment/Expense Management: Collaborate with the executive leadership team to continually evaluate ROI and optimize spend
Risk Management: Identify financial risks and implement mitigation strategies. Monitor market trends and assess their impact on financial performance
M&A: Lead sourcing, evaluation, and execution of potential M&A opportunities in partnership with the executive leadership team
Other duties as assigned