Finance Director, Financial Planning & Analysis (FP&A)

Presidio, Inc.•Atlanta, GA

73d

About The Position

Atâ¯Presidio, we're at the forefront of a global technology revolution, transforming industries throughâ¯cutting-edge digital solutions and next-generation AI. We empower businesses-and their customers-to achieve more through innovation, automation, and intelligent insights. As Director of FP&A, you'll play a key leadership role in shaping Presidio's financial strategy and performance. You will partner with senior executives and business leaders to drive financial planning, forecasting, and decision support, providing critical insights that guide corporate growth, resource allocation, and profitability. This position offers exceptional visibility and influence within the organization - ideal for a finance leader seeking both strategic impact and career advancement in a fast-paced, high-performance environment.

Requirements

Bachelor's degree in Finance, Accounting, or related field; MBA, CPA, or CFA strongly preferred.
7-10 years of progressive experience in corporate finance or FP&A, including leadership roles.
Proven success in a private equity-backed, SaaS, or technology-driven organization.
Deep expertise in financial modeling, forecasting, and strategic planning.
Strong analytical and problem-solving skills with a track record of driving business outcomes.
Advanced proficiency in Excel, PowerPoint, and financial analytics tools (e.g., PowerBI, Tableau).
Experience with enterprise systems such as D365, OneStream, or comparable ERP/FP&A platforms.
Exceptional communication, presentation, and influencing skills, with the ability to work effectively across all levels of the organization.

Responsibilities

Lead company-wide financial planning, budgeting, and forecasting processes that align with strategic objectives.
Partner closely with business and functional leaders to translate strategy into measurable financial goals.
Deliver data-driven insights and recommendations to the executive team and Board of Directors.
Drive continuous improvement in financial reporting, planning, and decision-support capabilities.
Design and implement scalable financial models, dashboards, and reporting frameworks to support growth and efficiency.
Develop and monitor KPIs that measure business performance and identify opportunities for margin expansion and optimization.
Conduct scenario modeling, sensitivity analysis, and investment evaluations to support key business initiatives.
Oversee monthly, quarterly, and annual reporting processes, ensuring accuracy, timeliness, and actionable analysis.
Leverage financial systems (e.g., D365, OneStream) to enhance automation, integration, and analytics.
Champion the adoption of technology and data analytics to modernize financial planning and decision-making.
Lead, coach, and develop a team of high-performing finance professionals.
Foster a collaborative, results-oriented culture that emphasizes accountability, innovation, and continuous learning.