Director FP&A

Company:
Technology/SaaS Firm

Role:
Director, Financial Planning & Analysis

Salary: $200,000 - $220,000 + bonus

Location:

New York City - Hybrid (3 days/week onsite)

About the Role:

Our client is seeking a Director of Financial Planning & Analysis to help lead financial planning, forecasting, and business performance activities across the organization. This individual will play a key role in supporting strategic decision-making, providing financial insights, and partnering with leaders across the business to help drive operational and financial objectives. The ideal candidate is a collaborative finance leader with strong analytical capabilities, experience managing teams, and the ability to translate financial information into actionable business recommendations.

Must have experience managing a team.

• Lead budgeting, forecasting, and long-range planning processes across the organization
• Support executive leadership with financial insights and recommendations related to business performance and strategic initiatives
• Develop and maintain financial models to evaluate business opportunities, investments, and operational decisions
• Assess financial risks, opportunities, and trends to support informed decision-making
• Oversee the preparation of recurring financial reports, forecasts, and business performance analyses
• Monitor key business and financial metrics, identifying areas for improvement and growth
• Provide variance analysis and performance commentary to leadership teams
• Help establish reporting frameworks that improve visibility into business results
• Collaborate with leaders across various departments to support planning, resource allocation, and performance management efforts
• Provide financial guidance on business initiatives and operational priorities
• Assist stakeholders in understanding financial implications of key decisions
• Foster strong cross-functional relationships to improve alignment between financial and business objectives
• Lead, mentor, and develop a team of finance professionals
• Promote a collaborative, accountable, and results-oriented culture
• Establish best practices and support professional growth within the team
• Manage team priorities and ensure high-quality deliverables
• Identify opportunities to enhance planning, reporting, and analysis processes
• Support the implementation and optimization of financial systems and tools
• Drive efficiencies through improved workflows, automation, and standardized reporting
• Contribute to the continued development of scalable finance processes

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
• Minimum 15+ years in financial planning, analysis, corporate finance, or related disciplines
• Prior experience leading teams and partnering with senior business leaders
• Experience supporting strategic planning and business decision-making processes
• Strong financial modeling, forecasting, and analytical skills
• Thorough understanding of financial statements and business performance drivers
• Ability to synthesize complex information into clear recommendations
• Proven ability to influence stakeholders across multiple levels of an organization
• Experience managing multiple projects and priorities in a dynamic environment
• Advanced proficiency with spreadsheet modeling and financial analysis tools
• Experience with financial planning, reporting, or enterprise software platforms
• Familiarity with business intelligence, reporting, and data visualization tools is beneficial