Director of Financial Planning & Analysis

Description

• Own the multi-year operating model and connect the financial plan to the Company’s strategy, growth targets, and key assumptions, then translate that into the annual budget
• Lead the annual budgeting process end-to-end, partnering with functional leaders and directing the build of the underlying three‑statement model
• Identify the operational levers that actually move results and turn analysis into specific, quantified recommendations for the leadership team
• Frame scenario and sensitivity analyses to evaluate strategic options (headcount, utilization, etc.) and quantify trade‑offs so leadership can make informed decisions
• Evaluate where to deploy resources, assessing ROI and tracking progress of strategic initiatives against the value‑creation plan

• Serve as an embedded finance partner to service‑line/divisional leaders, translating results into operational actions and helping leaders own their P&Ls and hit targets
• Partner with operating and functional leaders to translate strategy into financial targets, challenge assumptions with an objective lens, and drive accountability to outcomes
• Lead financial analysis supporting service line launches, strategic hires, strategic planning (i.e., workforce, capacity and compensation planning), and other growth initiatives
• Define reporting and dashboard requirements with functional leaders to ensure the business has the insights it needs to manage performance

• Own monthly and quarterly reporting, shaping the narrative and insights that leadership acts on
• Own the preparation materials for quarterly Board meetings and senior leadership presentations, including the storyline, key messages, and overall quality
• Track and interpret key performance indicators (KPIs), surfacing trends and risks proactively
• Ensure accuracy, clarity, and timeliness across all of the function’s deliverables

• Build out and continuously improve BBG’s FP&A function, establishing processes, standards, and reporting
• Manage, mentor, and develop the junior FP&A staff, setting priorities and reviewing work product

• Bachelor’s degree in accounting, finance, economics or related field from a top university
• 8-12 years of progressive experience in FP&A, corporate finance, or transaction advisory services, including experience leading work and/or managing others
• Proven track record as a strategic business partner to senior leadership
• Executive presence with the ability to influence and constructively challenge senior leaders
• Excellent communication, written and verbal, and analytical skills
• Skilled at translating complex financial and operational data into concise takeaways and actionable recommendations
• Highly curious and a strategic thinker
• Superior attention to detail
• Strong organizational skills and the ability to manage multiple priorities
• Resourceful self‑starter who operates with minimal direction
• Mature and professional with a strong work ethic
• Highly proficient in Microsoft Office Suite of products (Excel, PowerPoint, Word)

• Prior experience working in a PE‑backed environment and/or professional services firm
• Prior experience building or scaling an FP&A function
• CPA, CFA, and/or MBA
• Proficient with BI tools (e.g., PowerBI, Tableau)
• Experience leveraging AI tools to drive process efficiencies

• PE‑backed company
• Fast‑paced, small‑team setting
• Reports directly to the Chief Financial Officer
• Highly visible role with direct exposure to executive leadership
• Key contributor to strategic initiatives and value creation
• Insight into multiple functions of the business
• Competitive compensation and benefits
• Good company culture and casual work environment