Director of FP&A

Platform Accounting Group • Cottonwood Heights, UT

13d • Onsite

About The Position

Platform Accounting Group is seeking a Director of FP&A for its corporate office in Holladay, Utah. The role analyzes financial data to guide business strategies and financial planning across the company’s network of more than 50 entities, collaborating with departments and subsidiaries throughout the organization.

The Director serves as a financial point of contact for key stakeholders, supports budgeting, forecasting, long-range planning, month-end close, and performance reviews, and provides analysis and financial insights to leadership and accounting teams. The role also develops financial models, reporting tools, KPIs, and recommendations to improve profitability and cost productivity.

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium-sized businesses and their owners. The company describes its work environment as professional and dynamic and emphasizes work/life balance and flexible work arrangements.

Requirements

• At least 8 years of progressive experience and demonstrated growth in Finance or FP&A positions.
• Experience working in a fast-growing company with multiple subsidiaries and business lines.
• Ability to collaborate with multiple stakeholders on process improvements and implementation of new operational processes.
• Strong FP&A experience in budgeting, forecasting, month-end close, and reporting, with advanced financial modeling skills.
• Strong project organization and efficiency, with attention to detail.
• Strong analytical and problem-solving skills and ability to deliver against tight deadlines.
• 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.
• Careful 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 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 actual results against 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 improve operational insights.
• Develop key highlights and KPIs to monitor 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 financial information to senior management, directors, and other leaders.
• Analyze past financial performance, prepare competitor analyses, examine market trends, and provide 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