Lead FP&A

Description

About ITS: 

Do you have the CHOPS? IT Solutions lives its values: Client Success is Our Success, Hungry for the Journey, Ownership Thinking, Passionate Problem Solving, and Surrender the Ego. If your values align, we want you to be a part of a fast-growing Managed Service Provider specializing in providing high-end technology solutions to small and mid-market businesses. IT Solutions is a nationally recognized leader in the IT space, with over 25 years of experience and thousands of satisfied clients. Join and grow with us, as we continue to innovate new ways to help businesses Experience Excellence. 

Job Summary: 

The Lead FP&A role is responsible for driving the organization’s short‑ and long‑term financial planning, budgeting, and forecasting processes while ensuring strong alignment between corporate strategy and operational execution. This position develops and maintains advanced financial and analytical models, conducts in‑depth variance and profitability analyses, and evaluates capital allocation, investment opportunities, and overall financial health. The Lead FP&A professional provides strategic insights through comprehensive financial reporting, risk assessment, and performance analysis, supporting executive‑level decision‑making.   

Requirements

Responsibilities:  

FP&A 

• Lead the organization’s short‑ and long‑term financial planning, budgeting, and forecasting processes. 
• Enhance the finance department's ability to manage performance by linking corporate strategy to execution. 
• Collaborate with cross-functional teams to gather relevant information for financial analysis. 
• Create, update, and maintain financial models and detailed forecasts, measuring potential impacts on financial growth. 
• Develop and maintain analytical models to forecast company performance, supporting budgeting, forecasting, and strategic planning. 
• Prepare ad-hoc financial analyses and reports as needed to support decision-making. 
• Compare historical results against budgets and forecasts and perform variance analysis, explaining performance drivers and recommending improvements. 
• Collect, analyze, and interpret financial data to support business decisions, leveraging statistical techniques where applicable. 
• Gauge the organization’s financial health using key financial ratios (e.g., debt‑to‑equity, profitability metrics, variance reports, and financial statements). 
• Determine which products or product lines generate the largest portions of profit through profitability and margin analysis. 
• Perform financial analysis on cash flow, operating results, and business plans to determine rates of return and capital/cash flow requirements. 
• Perform variance and root-cause analysis. 
• Prepare and analyze financial statements, including income statements, balance sheets, and cash flow statements. 
• Continuously improve financial processes and systems to enhance efficiency and accuracy. 
• Evaluate whether current assets and investments represent the optimal use of capital. 
• Evaluate investment opportunities, mergers, and acquisitions, assessing financial feasibility and providing recommendations. 
• Identify financial risks and develop strategies to mitigate them. 
• Prepare internal financial reports and insights for executive leadership. 
• Present financial findings to stakeholders, including management and investors. 
• Monitor industry trends, competitor performance, and macroeconomic conditions to assess potential impacts on financial position. 
• Ensure compliance with relevant financial regulations and reporting standards. 
• Serves as the first escalation point for both internal team members and engage upper management when necessary. 

 

Team Lead 

• Serves as team lead for the Financial Analyst teamP&A team resources and processes.  
• Acts as the strategic and tactic point of contact for the FP&A function, handling requests and escalations. 
• Assists analysts by providing daily work direction and/or task management to other FP&A resources.   
• Provides coaching and training to other FP&A resources to build overall team skillset and performance.  
• Analyzes and collects data and provides feedback to management on process improvements and areas of concern and assist in the execution of enhancements.   

Experience

Knowledge, Skills, and Abilities: 

• Strong oral and written communication skills 
• Effective time management and multi-tasking skills 
• Maintains the ability to stay organized and be detail-oriented 
• Demonstrates a passion for solving problems or helping others and take the initiative in driving continuous improvement/execution excellence 
• Demonstrates ability to adapt to stakeholders financial understanding and needs to build strong relationships in the budgeting and forecasting processes. 
• Exceptional organizational skills, including the ability to self-manage and multi-task effectively and accurately in a fast-paced and dynamic environment 
• Deep understanding of financial planning, budgeting, forecasting, and corporate finance principles 
• Strong knowledge of financial statements, GAAP, key financial ratios, and financial performance metrics 
• Familiarity with regulatory financial reporting standards and compliance requirements 
• Demonstrates ability to analyze data and make informed decisions 
• Strong presentation skills both in-person and virtually using Microsoft Teams 
• Demonstrates ability to motivate, build trust, mediate conflict, and maintain fairness within a team 
• Deep understanding of team processes, tools, and deliverables 
• Knowledge of performance management and coaching methods 

 

Experience: 

• Bachelor’s degree in related discipline or equivalence of professional work 
• 4+ years of relevant experience in Financial Planning & Analysis 
• Experience of FP&A including budgeting, forecasting and management reporting in an growing, multi-national business  
• Experience of automation and use of appropriate tools 
• Experience in manager or at minimum. leading/directing others in day-to-day tasks. 

 

Certificates, Licenses, Registrations: 

• ACA/ACCA/CIMA/CPA or equivalent professional accounting qualification 

Compensation Package

ITS offers a full benefits package, including:  

• Rich Medical and prescription plans  
• Dental & Vision 
• Paid Holidays and Flexible Paid Time Off 
• 401K/401K Roth with Safe Harbor matching  
• Stock Appreciation Rights  
• Company-paid life insurance, long-term and short-term disability insurance 
• Company-paid mental health support & financial wellness services 
• FSA for medical and dependent care  
• HSA option with compatible medical plan  
• Company-paid training, materials, and exams  
• Performance-based bonuses  

IT Solutions is an equal employment opportunity employer that provides opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.