Senior Director, FP&A

Role Overview

• Support the annual budgeting process, rolling forecasts, and long-range planning in collaboration with executive team and business unit leaders
• Develop and maintain comprehensive financial models and executive dashboards to enable real-time decision making, including 26-week cash flow forecasts, customer pricing and profitability analyses, and ROI evaluations
• Redesign of client profitability methodology and reporting capabilities
• Analyze revenue trends, margin performance, and cost drivers; provide data-driven recommendations to improve business results
• Support accounting function on monthly close process by identifying variances and deviations in advance of financial report issuance
• Lead Finance Business Partner with cross-functional leaders (Tolling, Technology, HR, Legal/Compliance) to ensure financial performance, evaluate initiatives, prioritize investments, and align resources
• Support M&A activity including financial modeling, valuation, synergy analysis, integration planning, and post-close performance tracking
• Leverage AI/ML-enabled forecasting tools and predictive analytics to improve forecast accuracy and scenario planning
• Identify and implement opportunities to automate manual FP&A processes and streamline reporting to free up team capacity
• Standardize financial reporting in NetSuite and Vena: own the development of key KPIs and reporting infrastructure
• Prepare financial presentations for executive leadership, Board of Directors, and private equity sponsor
• Other duties as assigned

Requirements

• Demonstrated ability to lead planning and performance reporting in multi-entity, tech-enabled, or service-oriented organizations
• M&A experience required, including financial modeling, valuation, and integration planning
• Must be an Excel and PowerPoint expert
• Experience with NetSuite and modern financial planning and business intelligence (BI) tools
• Familiarity with AI/ML-driven forecasting or predictive analytics tools and methodologies, specifically within AWS hosting (i.e. QuickSight, DataBricks).
• Highly analytical with excellent communication, storytelling, and executive presentation skills
• Collaborative, proactive leadership style with the ability to influence cross-functional decision-making
• Proven ability to build and scale high-performing finance teams

Tech Stack

• AWS

Benefits

• Medical, Dental, & Vision Insurance
• Healthcare & Dependent Flexible Spending Accounts (FSA)
• Health Savings Account (HSA) with Employer Contribution
• Company Paid Life and AD&D Insurance
• Company Paid Short
• & Long-Term Disability
• Employee Assistance Program (EAP)
• 401(k) with Employer Match (Traditional/Roth/Safe Harbor)
• Paid Time Off
• 10 Company Holidays
• PTO Accrual
• Sick Time Accrual
• Parental Leave
• Jury Duty
• Military Leave
• Bereavement
• Other Voluntary Benefits
• Life and AD&D Insurance for Employees/Spouse/Child(ren)
• Critical Illness
• Accident Insurance
• Identity Theft Insurance
• Pre-paid Legal Insurance
• Dependent Care Flexible Spending Account (DCFSA)