Director, Financial Planning & Analysis (FP&A)

The Director of Financial Planning & Analysis (“FP&A”) operates in a rapidly growing private equity-owned Delaware C corporation with approximately $50 million of annual revenue and approximately 240 employees. The workforce is fully remote and geographically distributed across the United States and Malaysia, with plans to expand rapidly.

Approximately 90% of the Company’s revenue is generated in the United States, with the remainder generated internationally. The Company’s revenue model is predominantly subscription-based, supplemented by consulting services.

The Finance organization includes separate Accounting and FP&A functions reporting within the CFO organization. The Director of FP&A is the senior-most dedicated FP&A professional and is expected to serve as the CFO’s principal resource for enterprise planning, forecasting, performance analysis, and financial decision support.Given the size of the FP&A organization, the successful candidate must be comfortable moving between detailed financial modeling and analysis and senior-level business discussions.

About the Role

The Director of FP&A is the senior-most FP&A professional within the Company and serves as a key financial partner to the Chief Financial Officer and senior leadership team. The Director is responsible for leading the Company’s financial planning, forecasting, management reporting, financial analysis, and decision-support activities.

The role provides forward-looking financial insight into business performance and translates operating and financial data into actionable recommendations for management. The Director will own the Company’s annual budget, rolling forecasts, long-range financial plan, management reporting and KPI framework, and financial modeling activities.

The Director will work closely with the CFO, Controller, functional leaders, and other members of management to develop an integrated view of the Company’s financial and operating performance. The role will also supportpreparationof financial reporting and other presentation material to the Company’s private equity sponsor, Board of Directors, lenders, and other stakeholders.

The Director will lead and develop a Senior Financial Analyst and is expected to be both a hands-on financial practitioner and an effective leader.

Essential Functions

Financial Planning, Budgeting and Forecasting

- Lead the Company’s enterprise-wide financial planning process, including the annual operating budget, periodic forecasts, rolling forecasts, and long-range financial plan.

- Develop and maintain integrated financial models encompassing revenue, operating expenses, headcount, profitability, cash flow, and other key financial and operating drivers.

- Establish forecasting methodologies and assumptions that appropriately reflect the Company’s subscription and consulting business models.

- Partner with functional and business leaders to develop budgets and forecasts, evaluate assumptions, identify risks and opportunities, and establish accountability for financial performance.

- Maintain appropriate forecast scenarios and sensitivity analyses to assist management in understanding potential financial outcomes and making informed decisions.

- Continuously improve forecast accuracy, planning methodologies, processes, and reporting.

Management Reporting and Performance Analysis

- Develop reporting that clearly explains actual results relative to budget, forecast, prior periods, and relevant operating expectations – with observations that translate into actionable insights for operational colleagues.

- Identify and quantify the principal drivers of revenue, gross margin, operating expenses, EBITDA, cash flow, and other key measures.

- Maintain and continuously improve management dashboards, KPI reporting, and financial scorecards.

- Develop concise executive-level reporting that highlights performance trends, material variances, emerging risks, opportunities, and recommended actions.

- Partner w