Director, Financial Planning & Analysis

Datasite and its associated businesses are the global center for facilitating economic value creation for companies across the globe. From data rooms to AI deal sourcing and more. Here you’ll find the finest technological pioneers:
Datasite, Blueflame AI, Grata, and Sherpany. They all, collectively, define the future for business growth.

Talent doesn’t always just go in one direction or fit in a single box. We’re happy to see whatever your superpower is and find the best place for it to flourish.

The Director, Financial Planning & Analysis is responsible for leading a major FP&A area, process, or portfolio. This role provides financial leadership, planning governance, performance analysis, and decision support to Finance leadership and cross-functional stakeholders. The Director leads teams and processes that support budgeting, forecasting, management reporting, executive analysis, financial modeling, and strategic planning. This role is accountable for ensuring FP&A outputs are accurate, consistent, timely, and aligned to enterprise priorities.

• Lead FP&A planning, forecasting, reporting, and analysis for assigned areas or enterprise processes.
• Direct annual budget, recurring forecast, long-range planning, performance management activities.
• Communicate financial results, trends, risks, and recommendations clearly to senior leadership.
• Partner with senior leaders to evaluate financial performance, strategic priorities, investment decisions, risks, and opportunities.
• Oversee preparation of management reporting, operating reviews, executive presentations, and Board-related materials as needed.
• Lead full financial statement forecasting, including P&L, balance sheet, cash flow, covenant analysis, and key operating metrics as applicable.
• Establish planning calendars, forecast governance, reporting standards, and review processes that drive accountability and consistency.
• Guide managers and analysts to ensure high-quality budgeting, forecasting, analysis, reporting, and business communication.
• Review complex financial models, scenario analyses, and business cases to support leadership decisions.
• Identify and sponsor process improvements, workflow enhancements, reporting automation, and financial systems improvements.
• Partner with Finance and cross-functional teams to improve forecast accuracy, data integrity, planning discipline, and financial insight.
• Develop FP&A talent, strengthen team capabilities, and promote consistent analytical standards.

• Education Bachelor's degree in finance, Accounting, Economics, or related field.
• MBA, CPA, CFA, or similar advanced credential preferred.
• Experience 10+ years of progressive Finance, FP&A, or related experience.
• Team lead or supervisory experience required.
• Experience leading FP&A teams, processes, or major planning/reporting deliverables.
• Strong experience with budgeting, forecasting, long-range planning, financial reporting, and executive-level analysis.
• Strong financial acumen, including GAAP knowledge, internal controls, revenue recognition, and full financial statement modeling.
• Experience with financial systems, planning tools, reporting platforms, and process improvement preferred.
• Experience operating in a controls-oriented or regulated environment preferred.

• Strong leadership, business partnership, and stakeholder management skills.
• Ability to influence senior leaders and translate financial analysis into business recommendations.
• Strong analytical capability with experience interpreting large and complex data sets.
• Excellent written and verbal communication skills, including executive presentation and financial storytelling.
• Strong judgment, prioritization, and ability to manage multiple strategic and operational priorities.
• Ability to lead change, improve processes, and scale FP&A capabilities.
• Strong technical aptitude, business acumen, and continuous improvement mindset.

Typical professional office environment, including extended periods working at a computer and participating in virtual or in-person meetings. Flexible work hours may be required at times to support critical…