Senior Director – FP&A

Role Overview

• Own and lead the day-to-day finance function
• Lead and motivate a high-performing finance team
• Forecasting, P&L oversight, weekly and monthly reporting, and analysis
• Identify/quantify risks and opportunities
• Develop, consolidate, and present financial analysis
• Partner with the VP, Finance for alignment on strategic priorities
• Evaluate trends within the business and offer decision support
• Report financial results and key metrics
• Develop ad-hoc reports as required
• Develop and maintain long-term forecast models
• Support and analyze financial requests
• Lead process improvement efforts on PSA tool and ERP integration
• Design and implement a new end-to-end revenue reconciliation process
• Redesign the invoicing process
• Lead the annual budgeting process
• Support resource management analysis
• Identify, pilot, and embed AI tools and automation in the finance function.

Requirements

• Bachelor’s degree in accounting, finance, or business administration—or equivalent experience
• 15+ years of experience
• Strong knowledge of financial statements and fundamental accounting standards
• Proficiency in Microsoft suite; Word, Excel, and PowerPoint
• Proficiency in advanced data tools; SQL and PowerBI
• Strong analytical and problem-solving abilities.
• Superb financial modeling, data analysis, and forecasting skills; experience with post-acquisition integration and professional services business models a plus.
• CPA, CFA preferred
• Significant experience in financial reporting and analysis
• Experience with Professional Services Automation (PSA) tools (e.g., Certinia, Kantata, or similar) and ERP integrations
• Demonstrated ability to leverage AI tools (e.g., Copilot, ChatGPT, or finance-specific AI platforms) to automate or enhance finance processes.

Tech Stack

• ERP
• SQL

Benefits

• Health insurance
• Retirement plans
• Paid time off
• Professional development
• Flexible work arrangements