Director of FP&A

Platform Accounting Group • Cottonwood Heights, UT

21h

About The Position

Platform Accounting Group is seeking a Director of FP&A to analyze financial data and guide business strategy and financial planning across its network of more than 50 entities. The role works cross-functionally with departments and subsidiaries, providing financial guidance and analysis to support performance, pricing, KPIs, budgeting, forecasting, and long-range planning.

The Director will build and maintain financial models, analyze results and trends, support month-end close and performance reviews, and develop reporting tools and insights. The role also presents findings to senior leadership and supports growth initiatives, profitability, and cost productivity. Platform Accounting Group is a growing professional services firm offering tax, accounting, assurance, IT consulting, and wealth management services. It has more than 50 offices across 15+ states and describes its work arrangements as flexible.

Requirements

• At least 8 years of progressive experience and demonstrated growth in Finance/FP&A positions.
• Experience in a fast-growing company with multiple subsidiaries and business lines.
• Strong FP&A experience in budgeting, forecasting, month-end close, and reporting, along with advanced financial modeling skills.
• Self-driven, with the ability to collaborate with multiple stakeholders on process improvements and implementation of new operational processes.
• Strong project organization and efficiency, with demonstrated attention to detail.
• Superior analytical and problem-solving skills, with attention to detail and the ability to deliver against tight deadlines.
• A track record of maintaining relationships and communicating with a wide range of partners.
• Ability to prioritize workload and manage multiple projects and tasks in support of strategic initiatives and long-term targets.
• Keen attention to detail when working with large data sets.

Nice To Haves

• Experience in a private equity portfolio company.
• Experience with NetSuite and NetSuite Planning and Budgeting.

Responsibilities

• Serve as a financial point of contact for stakeholders across multiple subsidiaries and functions, providing guidance on performance, pricing, KPIs, and ad hoc analytics.
• Create financial models for forecasting, budgeting, and long-range planning to support decision-making.
• Partner with finance and cross-functional teams on month-end close, performance reviews, and variance analysis of actuals versus budgets.
• Analyze monthly results and trends to support monthly estimates, including risk and opportunity assessments.
• Refine data systems and tools to track performance, provide reporting solutions, and enhance operational insights.
• Develop key highlights and KPIs to track growth initiatives and identify opportunities to improve profitability and cost productivity.
• Build effective relationships with cross-functional teams and business subsidiaries.
• Manage the annual budgeting, forecasting, and long-range financial planning process.
• Present to senior management, directors, and other key leaders.
• Analyze past financial performance, prepare competitor analysis, and examine market trends with commentary for management.
• Provide financial insights and projections to the accounting team.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed