Financial Planning & Analysis Director

Logically•Dublin, OH

About The Position

The Financial Planning & Analysis Director is a strategic partner to the business, helping drive growth and optimal financial outcomes. The role leads the company’s short- and long-term financial forecasting, capital planning, pricing and process optimization, and key strategic initiatives. The Director sets the FP&A department’s strategic direction and helps ensure business operations align with Logically’s vision, mission, and values. This highly visible position works with senior leaders and cross-functional teams and contributes to the company’s future growth. The Director leads enterprise-wide budgeting, rolling forecasts, long-range planning, financial modeling, KPI analysis, and monthly consolidated reporting to private-equity investors. The role advises commercial, operational, and functional leaders; supports executive and investor communications; and monitors performance against internal targets and external benchmarks. Responsibilities also include financial due diligence and integration for potential acquisitions, sales compensation planning, and advancing the use of AI, automation, financial systems, and reporting tools.

Requirements

Bachelor’s degree in Accounting, Finance, or a related discipline.
9–11 years of experience in Financial Planning and Analysis, Finance, or Accounting.
Proven experience in a private-equity-backed environment, including familiarity with PE reporting cadences, investor packages, and value-creation frameworks.
Experience in a services-industry business.
Experience with recurring-revenue business models, such as SaaS, managed services, or subscription-based businesses, including fluency with ARR, Churn, NRR, and LTV metrics.
Proven financial modeling ability, including NPV, ROI, and Accretion/Dilution modeling.
Experience supporting M&A due diligence, financial integration of entities, and synergy analysis.
Track record of building and leading financial planning processes in a high-growth, fast-paced environment.
Superior skills in Microsoft Excel and PowerPoint.
Proficiency in SQL, including the ability to independently write and execute queries against financial and operational databases.
Demonstrated experience using AI and automation tools in a finance context, such as AI-assisted forecasting, variance analysis, narrative generation, or workflow automation, and ability to validate AI-generated outputs.
Ability to ideate and translate customer requirements, organizational challenges, and market trends into actionable strategy.
Experience designing and implementing strategic and operating approaches, infrastructure, cadence, plans, and processes with key metrics to increase organizational clarity, accountability, pace, and delivery.
Thorough understanding of systems analysis methods and the principles, design, and procedural methods used in big data analysis.
Ability to present financial information to non-financial audiences.
Excellent written, verbal, and presentation communication skills, including active listening, navigating difficult conversations, and explaining complex financial concepts to non-financial audiences.
Ability to build trust-based relationships across teams and internal and external stakeholders, foster a collaborative team-first culture, and share knowledge to develop others.
Strong analytical and business judgment, including the ability to translate complex business requirements into actionable solutions and evaluate competing options.
Flexibility and composure under pressure, with the ability to manage multiple priorities in a fast-paced, rapidly changing environment.
Unquestionable ethics, discretion, and sound judgment in handling sensitive and confidential financial information.

Nice To Haves

MBA or CPA.
Experience with a Managed Service Provider (MSP) or Managed Security Service Provider (MSSP).
Experience with sales compensation plan design and implementation.
Experience with Salesforce (CRM) and Microsoft Business Central (ERP).
Experience with ConnectWise (PSA system).
Experience with data visualization and reporting tools such as Power BI.

Responsibilities

Strategically lead the FP&A process and partner across the business to support Logically’s vision.
Own the enterprise-wide annual budgeting process, rolling forecasts, and long-range strategic and capital planning.
Maintain and develop detailed financial models to track key metrics and assess their impact on company performance.
Analyze current and past trends in KPIs, including revenue, expenses, and other business drivers.
Deliver the monthly consolidated financial reporting package to private-equity investors.
Conduct scenario analysis and sensitivity modeling to support decision-making.
Partner with senior management to coordinate annual budgets, rolling forecasts, and long-term strategic financial planning.
Advise commercial, operational, and functional leaders by translating financial data into actionable insight on cost, margin, investment, and growth.
Coordinate with Accounting, HR, IT, and other business units on monthly expense and headcount planning and reporting.
Support executive communications and high-level presentations for senior management, the executive team, board of directors, private-equity investors, lenders, and other stakeholders.
Monitor business performance against internal KPI targets and external benchmarks, and partner with leaders on corrective actions.
Support financial due diligence, including creating or reviewing financial models for potential M&A transactions.
Lead financial reporting and financial planning integration for acquired entities.
Partner with Sales and HR leadership to design, model, and implement sales compensation plans aligned with company growth targets.
Analyze the financial impact of compensation structures and provide data-driven recommendations to senior leadership.
Manage ad hoc projects supporting management and business decisions.
Champion adoption of AI-enabled tools and approaches to improve analysis, reporting cycles, and decision support.
Lead and support finance process automation initiatives, identifying manual workflows that can be replaced with scalable technology-driven solutions.
Validate AI-generated outputs for accuracy, integrity, and alignment with business strategy before presenting them to leadership or investors.
Continuously improve financial systems, planning tools, and reporting automation as the company grows.