Director, Financial Planning – Analysis

Role Overview

• Serve as the primary finance partner to assigned business lines, building strong, collaborative relationships with operational and executive leaders
• Partner with business leaders to understand revenue, margin, utilization, and cost drivers
• Provide financial insights and challenge assumptions to support strategic decisions, investments, and growth initiatives
• Support pricing, resourcing, and profitability analysis, including business case development and ROI evaluation
• Support annual budgeting with the MD of FPA, long-range planning, and rolling forecast processes
• Partner with business lines to align financial plans with operational and strategic priorities
• Develop our Reporting infrastructure and scenario analyses to support decision-making
• Ensure planning assumptions are consistent, transparent, and well-documented
• Oversee monthly and quarterly financial reporting, variance analysis, and KPI tracking
• Deliver executive-level insights, dashboards, and presentations for senior leadership
• Identify risks and opportunities and proactively communicate recommendations
• Continuously enhance reporting clarity, relevance, and analytical depth
• Lead, mentor, and develop FP&A team members, fostering a high-performance and collaborative culture
• Partner closely with Accounting, and other Operations teams to ensure data integrity and alignment
• Drive continuous improvement of FP&A processes, tools, and systems
• Leverage automation, AI and technology to improve efficiency and scalability
• Support finance transformation initiatives and system implementations
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• MBA, CPA, CFA, or comparable advanced financial credential
• 10+ years of PQE in FP&A, corporate finance, or related roles
• Strong experience in corporate-level financial reporting and forecasting
• Advanced financial modeling and analytical skills
• Strong attention to detail with the ability to manage complex datasets
• Clear written and verbal communication skills, particularly for executive reporting
• Experience reviewing work and providing guidance to junior team members
• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
• Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standard

Benefits

• comprehensive healthcare options, including medical, dental, and vision coverage
• flexible spending accounts
• 401(k) with company matching
• generous parental and maternity leave policies
• technology stipends
• wellness reimbursement programs