Director of FP&A

PT&C Group • Holladay, UT

7d

About The Position

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

The role serves as a financial point of contact for stakeholders across subsidiaries and functions, providing guidance on performance, pricing, KPIs, and ad hoc analytics. It leads budgeting, forecasting, and long-range financial planning, supports month-end close and performance reviews, and develops reporting tools and insights to track growth, profitability, and cost productivity. The Director also presents financial analyses and projections to senior leadership and the accounting team.

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. It has more than 50 offices across more than 15 states and offers flexible work arrangements as part of its business model.

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.
• Strong FP&A experience in budgeting, forecasting, month-end close, and reporting, with advanced financial modeling skills.
• 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, including the ability to deliver against tight deadlines.
• Strong 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 company 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 actual-versus-budget variance analysis.
• Analyze monthly results and trends to support monthly estimates, including risk and opportunity assessments.
• Refine data systems and tools to track performance, improve reporting, and enhance operational insights.
• Develop KPIs and highlights 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 financial information to senior management, directors, and other leaders.
• Analyze historical 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