Director of FP&A

PT&C Group • Holladay, UT

8d

About The Position

Platform Accounting Group is seeking a Director of FP&A to support financial analysis and planning across its network of more than 50 entities. The role collaborates with multiple departments and serves as a financial point of contact for stakeholders across subsidiaries and functions, providing guidance on performance, pricing, KPIs, and ad hoc analytics. The Director develops financial models and leads budgeting, forecasting, and long-range planning; partners with finance and cross-functional teams on month-end close, performance reviews, and variance analysis; and analyzes results and trends, including risks and opportunities. The position also improves data systems and reporting tools, tracks growth and profitability initiatives, builds relationships across the organization, presents to senior leadership, assesses competitor and market trends, and provides financial insights to the accounting team.

Platform Accounting Group is a rapidly growing professional services firm offering tax, accounting, assurance, IT consulting, and wealth management services to small and medium-sized businesses and their owners. It has more than 50 offices across more than 15 states. The company describes its business model as supporting flexible work arrangements and prioritizing work/life balance.

Requirements

• At least 8 years of progressive experience and demonstrated growth in Finance or FP&A roles.
• Experience working in a fast-growing company with multiple subsidiaries and business lines.
• Strong FP&A experience in budgeting, forecasting, month-end close, and reporting, with advanced financial modeling skills.
• Self-driven, with demonstrated ability to collaborate with multiple stakeholders on process improvements and implementation of new operational processes.
• Strong project organization and efficiency, with attention to detail.
• Superior analytical and problem-solving skills, with the 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.
• 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 the financial point of contact for stakeholders across subsidiaries and functions, advising 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 trending data 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 track growth initiatives and identify opportunities to improve profitability and cost productivity.
• Build effective relationships with cross-functional teams and business subsidiaries.
• Manage annual budgeting, forecasting, and long-range financial planning processes.
• Present to senior management, directors, and other key leaders.
• Analyze past financial performance, prepare competitor analyses, 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).
• Medical benefits.
• Firm-sponsored continuing education.

What This Job Offers

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