Director of Financial Planning & Analysis

Requirements

• 10+ years of progressive experience in strategic finance, corporate FP&A, investment banking, consulting, or financial strategy, preferably within a high-growth fintech or financial services organization
• Mandatory experience in a public company setting or direct involvement in taking a company through the IPO process
• Prior investment banking experience is highly preferred but not required
• Proven ownership of company-wide financial planning, forecasting, and comprehensive financial modeling
• Deep expertise in complex financial modeling, forecasting, scenario analysis, and deconstructing brokerage unit economics
• Experience building, implementing, and improving financial reporting systems and planning infrastructure (e.g., EPM/BI tools)
• Exceptional communication skills, with a proven ability to translate complex financial data into clear, actionable insights for executives, boards, and investors
• Strong leadership instincts with a track record of partnering with senior executives, developing teams, and instilling operational rigor across the organization
• Bachelor’s Degree in Finance, Accounting, or a relevant field; a higher degree (e.g., MBA, CFA) is a plus
• A track record of ownership and disciplined execution in high-stakes environments
• The ability to prioritize ruthlessly, focusing on what’s critical versus important to drive work to completion
• Strength in cross-functional partnership with the judgment to coordinate across multiple teams
• Impeccable high integrity, sound judgment, and a deep respect for risk, control, and operational excellence

• The Director, Financial Planning & Analysis (FP&A) will play a critical role in scaling Drive Wealth's financial operations
• The mandate includes establishing and maturing the FP&A function to support institutional-grade forecasting and achieving public company readiness
• This director will be expected to own the development of comprehensive financial models, manage the annual budget process, and provide strategic insights into revenue drivers and cost structure
• Success in this role means transforming complex brokerage economics into clear, actionable financial narratives for the Executive Team, ensuring transparency, predictability, and a "no-surprises" financial infrastructure
• They will own critical decisions around financial planning processes, KPI definition, and the implementation of scalable finance technology
• This is an opportunity to join a high-growth business at a pivotal moment, demanding disciplined execution and high integrity
• Establish Foundational Processes:
  Design, implement, and manage the company's rolling forecast process, annual budget cycle, and long-range financial planning models to ensure alignment with strategic goals
• Drive IPO Readiness:
  Contribute significantly to building a public company-caliber FP&A function, focusing on institutionalizing reporting, and creating the "no-surprises" financial infrastructure required for a potential IPO
• Analyze Business Performance:
  Partner closely with cross-functional leaders to define and track key performance indicators (KPIs), deconstruct complex fintech and brokerage unit economics, and deliver actionable insights on margin expansion, capital allocation, and partner profitability
• Tech Stack Modernization:
  Participate in the implementation and deployment of Enterprise Performance Management (EPM) and Business Intelligence (BI) tools to automate reporting and improve the efficiency and scalability of the finance tech stack
• Support Executive Reporting:
  Prepare high-quality financial materials for the Executive Team and Board of Directors, effectively communicating the critical financial narrative and key operational metrics