Director of FP&A

This position is for our corporate office in Holladay, UT

Platform Accounting Group is seeking a Director of Financial Planning &A function across a rapidly growing, multi-entity professional services platform. Reporting to the CFO, this leader will own enterprise planning, forecasting, performance management, and decision support. The role will translate financial and operating data into clear actions for executive leadership, business unit leaders, the Board, lenders, and private equity sponsors.

This is a hands‑on leadership role for an individual who can establish scalable processes while operating effectively in a fast‑paced acquisition environment. The successful candidate will combine strong financial judgment, analytical depth, business partnership, and the ability to drive accountability across decentralized operations.

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium‑sized businesses and their owners. With more than 50 offices across 15+ states and continued growth ahead, Platform offers a dynamic environment with flexible work arrangements and a strong commitment to professional development and work‑life balance.

• Own the annual budget, periodic reforecast, monthly outlook, and long‑range financial planning processes, including an integrated income statement, balance sheet, cash flow, and partner with the Treasury Team and CFO on the longer‑term capital plan.
• Establish planning calendars, assumptions, templates, review standards, and accountability across business units and functions.
• Develop driver‑based financial models for revenue, utilization, pricing, headcount, compensation, operating expenses, and profitability.
• Create scenario and sensitivity analyses that quantify risks, opportunities, investment requirements, and potential returns.
• Maintain a rolling forecast that incorporates current performance, acquisition activity, business trends, and management actions.

• Lead monthly business performance reviews with executive and operating leaders, clearly explaining results, outlook, risks, opportunities, and required actions.
• Establish a consistent management reporting framework across the enterprise, including actual‑to‑budget, actual‑to‑forecast, prior‑year, and acquisition case comparisons.
• Develop and govern KPIs for organic growth, pricing, billable utilization, realization, labor productivity, gross margin, EBITDA, working capital, cash conversion, and return on investment.
• Drive root‑cause variance analysis and translate findings into specific owners, actions, and expected financial impact.
• Partner with Accounting to improve close‑to‑report timelines, management reporting accuracy, and reconciliation between operating and financial data.
• Promote a culture of financial accountability by clarifying performance expectations, decision rights, and follow‑through.

• Partner with the CFO and executive team to translate enterprise strategy into financial targets, resource allocation priorities, and measurable value‑creation initiatives.
• Develop business cases and post‑investment reviews using cash flow, payback, return on invested capital, and scenario analysis.
• Support strategic planning with market, competitor, service‑line, geographic, customer, and workforce analytics.
• Provide decision support for pricing, service mix, capacity, hiring, compensation, cost structure, and productivity initiatives

• Prepare high‑quality financial and operating materials for the Board, private…