Revenue Director, FP&A

Aptia Group

About The Position

Founded to shape the future of pensions, health, and insurance solutions, Aptia is a leading professional services firm dedicated to simplifying complexity for businesses and individuals. We bring together cutting-edge technology and deep industry expertise to help organisations navigate an evolving landscape with clarity and confidence. With a presence in the US, UK, India, and Portugal, we support over six million people and more than 1,100 clients, delivering solutions that drive efficiency, enhance financial security, and provide peace of mind. Our strength lies in the combination of smart technology and expert teams, ensuring that managing pensions, health, and insurance is more effective. By focusing on innovation, accessibility, and client success, we help businesses take care of their people, so they can focus on what they do best. And we are expanding. Aptia Group is not only fueled by our investors' backing but also by our commitment to foster the growth and success of our people. At Aptia, we're investing heavily in learning and development, paving unique career paths for our colleagues. Specialist. Responsive. Thoughtful. Our values aren't just words; they are the backbone of our business. Our team embodies our values daily, to surpass client expectations, evolve constantly and nurture genuine relationships for the long-term. Aptia Group is seeking a Revenue Director, FP&A to lead revenue forecasting, planning, and performance management across the US Business. This role owns the full revenue cycle from forecast development through monthly reporting and variance analysis, partnering closely with senior leaders to surface insights, identify risks and opportunities, and drive accountability to annual sales targets. The Director will manage one direct report and collaborate extensively with our India based shared services center responsible for invoicing, accruals, and revenue recognition. This role operates on Eastern Standard Time (EST); candidates able to work core EST hours are preferred.

Requirements

Significant experience in FP&A, revenue finance, or related analytical roles (typically 8+ years)
Strong capability in revenue forecasting, financial modeling, and performance analysis.
Experience working with shared services or offshore finance teams.
Ability to clearly communicate complex financial concepts to senior leaders.
Advanced Excel and financial modeling skills.
Experience with ERP/BI tools is beneficial.
Proven ability to prioritize effectively, meet deadlines, and drive process improvements.
Able to adapt quickly in a fast-changing environment
Bachelor’s degree in Finance, Accounting, or a related field—or equivalent practical experience.

Nice To Haves

An MBA or CPA is a plus.

Responsibilities

Lead monthly and annual revenue forecasting and long-range planning.
Build and maintain revenue models that support scenario planning and business decision making.
Identify risks and opportunities relative to budget and forecast, proactively communicating impacts.
Oversee reconciliation of monthly revenue actuals, including review of invoicing and accruals and cash collections by client.
Partner closely with the India shared services center to ensure accuracy and timeliness of revenue related entries.
Deliver monthly revenue reporting, variance analysis, and clear, actionable insights for senior leadership.
Collaborate with Sales, Operations, and senior leadership to align revenue expectations.
Ensure compliance with financial regulations accounting standards, and internal controls while proactively mitigating financial
Manage and develop one direct report, providing coaching, support, and performance feedback.
Strengthen processes, controls, and documentation across the full revenue cycle.
Demonstrate curiosity, adaptability, and a willingness to challenge assumptions as the business evolves.