Job description

The Role

FinStrat Management (“FSM”) is seeking a Director of Financial Planning & Analysis (FP&A). The full-time position will play a pivotal role in scaling and optimizing the company’s FP&A function. As a leader in the organization, this individual will oversee a team of financial analysts and work closely with internal and client-facing teams to provide actionable financial insights, drive strategic decision-making, and build a best-in-class FP&A framework. Key responsibilities include:

Responsibilities

Develop and Scale FP&A Functionality

Build out robust FP&A processes and systems to support the company’s clients’ growth and scalability.
Implement financial forecasting models, budgeting frameworks, and reporting tools.

Strategic Financial Planning

Support our clients’ annual budgeting and quarterly forecasting processes, ensuring alignment with organizational and client goals.
Assist financial analysts analyze clients’ financial trends, KPIs, and business drivers to provide actionable insights to executive leadership.

Reporting & Analytics

Oversee preparation of internal and client-facing financial reports, including variance analyses, trend reports, and dashboards.
Design and improve financial reporting templates and processes to ensure accuracy, timeliness, and clarity.

Team Development

Manage, mentor, and develop the FP&A team, ensuring high performance and professional growth.
Establish best practices and foster a culture of continuous improvement within the FP&A team.

Collaboration Across Functions

Work cross-functionally with accounting, finance, and operational teams to provide comprehensive financial guidance.
Partner with client service teams to deliver customized financial analyses and insights to clients.

Support Client Growth

Collaborate with CFOs and other stakeholders to design FP&A solutions tailored to the needs of early-stage, investor-backed businesses.
Provide clients with strategic recommendations to optimize cash flow, improve margins, and achieve financial milestones.

Capital Planning & Investor Relations

Support clients in preparing for fundraising efforts by developing financial models and investor presentations.
Assist CFOs guide clients on capital allocation strategies to maximize ROI and operational efficiency.

Systems Implementation

Evaluate and implement financial planning tools and systems to enhance accuracy and efficiency in reporting and forecasting.
Identify automation opportunities to reduce manual processes and improve data reliability.

Process Improvement

Continuously refine FP&A processes to drive scalability and ensure alignment with industry best practices.
Monitor emerging trends in FP&A and recommend innovations to stay ahead of client and business needs.

Executive Support

Serve as a strategic thought partner to the executive team, providing insights to shape the company’s financial strategy.
Act as a trusted advisor in strategic discussions, including growth opportunities, market expansion, and risk management.

Performance Tracking

Establish and monitor key performance indicators (KPIs) to evaluate the success of both internal and client financial objectives.
Regularly communicate performance insights and recommendations to stakeholders.

Job Requirements

Professional Knowledge

Proven experience in FP&A leadership roles, preferably in professional services or working with early-stage, investor-backed companies.
Expertise in financial modeling, budgeting, forecasting, and analysis.
Exceptional communication skills, with the ability to translate complex financial data into actionable insights for diverse audiences.
Proficiency in financial planning tools and software; experience with automation tools is a plus.

Soft Skills

Strong leadership and team management skills, with the ability to motivate and guide a team of marketing professionals.
Excellent communication skills (written and verbal).
Creative and strategic thinking with the ability to innovate and adapt in a fast-paced environment.
Self-starter with a proactive approach to solving problems and driving projects forward.
Strong organizational and project management skills, with the ability to manage multiple projects simultaneously and meet deadlines.
Detail-oriented with a passion for delivering high-quality work.
A strong understanding of the fractional CFO services market and the unique needs of small to medium-sized businesses is a plus.

Education