Financial Planning and Analysis Director
Core
Lead budgeting, forecasting, financial reporting, and strategic analysis to support executive decision-making and modernize the finance function.
Role type
Director of Financial Planning & Analysis (FP&A)
Builds
Driver-based financial models, scenario analyses, executive reporting, and automated planning processes
Domain
Security services industry + Corporate Finance
Deliverable
production ML models | dashboards & analysis
Required skills
Financial modeling, budgeting, forecasting, variance analysis, financial reporting, process improvement, team management, ERP systems, BI platforms, advanced Excel
Preferred skills
SQL, Power BI, Tableau, automation tools, AI-enabled finance tools, MBA, CPA, CFA
Technologies
ERP systems, BI platforms, analytics software, planning software, AI-enabled finance tools, SQL, Power BI, Tableau
Responsibilities
Lead annual budgeting and rolling forecasts; Build and maintain driver-based financial models and ROI analyses; Own monthly financial reporting and KPI tracking; Analyze revenue, margins, and customer economics; Partner with business leaders to provide data-driven recommendations; Improve forecasting and reporting processes via automation and AI; Manage and develop a Senior Financial Analyst
Seniority
Director, hands-on leadership