Finance Director

Armanino•San Ramon, CA

13h•Hybrid

About The Position

The Finance Director, FP&A is a senior finance business partner responsible for leading planning, forecasting, performance management, executive reporting, and financial decision support for assigned Business Unit. This role manages and develops team members while partnering closely with Business Unit leadership and cross-functional stakeholders to translate business activity into actionable financial insight.

Requirements

Minimum of 10 years of relevant finance experience, including hands-on FP&A, strategic finance, Business Unit finance, or finance business partnering experience.
Minimum of 5 years of people leadership, direct-report management, or senior project / team leadership experience.
Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field or equivalent work experience required.
Strong business acumen with proven ability to connect operational drivers, workforce decisions, pipeline trends, pricing / rate dynamics, and revenue performance to financial outcomes.
Advanced financial modeling, forecasting, budgeting, scenario analysis, KPI analysis, and variance analysis skills.
Demonstrated ability to influence senior leaders through data, insight, sound judgment, and clear recommendations.
Strong executive communication and presentation skills, including the ability to translate complex financial and operational data into clear narratives for non-finance stakeholders.
Proven ability to lead through ambiguity, manage competing priorities, and deliver accurate, timely analysis in a fast-paced environment.
Strong attention to detail and commitment to quality, accuracy, controls, and sound analytical methodologies.
Experience partnering with business leaders on revenue, bookings, profitability, workforce planning, cost management, and operating performance.
Strong Microsoft Excel skills and proficiency with Microsoft Office tools; experience with data visualization, reporting, and business intelligence tools such as Power BI, Tableau, QlikView, or similar platforms.
Working knowledge of ERP, planning, and financial reporting systems; experience with Workday, Pigment, Business Objects, or similar platforms preferred.

Nice To Haves

CPA, CMA, MBA, CFA, or other relevant advanced finance credentials.
Professional services, consulting, technology services, or multi-Business Unit finance experience preferred.
Experience supporting professional services business models, including revenue generation, bookings, utilization, rate realization, staffing leverage, direct contribution margin, and client / engagement profitability.
Experience leading or supporting finance transformation, planning-tool implementation, reporting automation, dashboard development, or process standardization initiatives.
Experience supporting M&A diligence, integration planning, preliminary budgets, or post-acquisition financial tracking.
Experience leading distributed teams or working across onshore / offshore FP&A delivery models.

Responsibilities

Act as a senior FP&A leader to Business Unit leadership, performance management, and resource allocation.
Serve as the primary finance partner and trusted advisor for assigned Business Unit providing strategic financial insights, recommendations, and decision support that influence business planning and priorities.
Lead planning processes for assigned Business Units, including annual budgeting, rolling forecasts, mid-year forecasts, scenario modeling, and leadership review preparation.
Own financial performance management for assigned Business Units, including revenue, bookings, direct contribution margin, operating expenses, workforce expense management, headcount planning, and variance business drivers.
Lead analysis of revenue and pipeline drivers, including known versus unknown revenue, bookings achievement, pacing, churn, rate realization, utilization, capacity, staffing assumptions, and margin trends.
Prepare and present executive-level reporting packages, dashboards, forecasts, and narratives for senior Finance and Business Unit leadership; communicate complex financial and operational concepts in a clear, concise, and actionable manner.
Lead, coach, and develop Finance team members, including direct reports and distributed team members, while fostering accountability, collaboration, attention to detail, and continuous improvement.
Partner cross-functionally with Business Unit operations, other finance areas, accounting, data and analytics, sales and workforce management to align financial plans with business objectives and operational realities.
Develop and maintain driver-based models for revenue, bookings, operating expenses, workforce planning, direct contribution margin, pricing and rate realization, scenario analysis, and strategic business decisions.
Identify risks, opportunities, and cost-efficiency actions; quantify financial impact, recommend mitigation or acceleration plans, and track progress against agreed actions.
Support strategic initiatives, cross-functional projects, and M&A / integration-related finance work as needed, including preliminary budgets, diligence inputs, acquisition forecast impacts, and post-close financial tracking.
Champion scalable FP&A processes, standardized reporting, improved data quality, financial literacy, and effective use of planning and reporting tools to help business partners better understand performance and make financially informed decisions.