Director, Financial Planning – Analysis

Overview

• Lead the annual budgeting process and quarterly reforecast cycles
• Develop and maintain driver-based financial models for revenue, headcount, productivity, operating expenses, EBITDA, and cash flow
• Build rolling forecasts and long-range strategic planning models
• Develop scenario analyses and sensitivity models to support executive decision-making
• Improve forecast accuracy through enhanced reporting, analytics, and business partnership
• Design and maintain executive dashboards and KPI reporting
• Analyze performance across practices, consultants, recruiters, business lines, and client segments
• Identify key business trends, risks, and opportunities
• Partner with leaders across the organization to improve operational and financial performance
• Support strategic planning and growth initiatives
• Develop business cases for investments, new service offerings, acquisitions, and expansion opportunities
• Conduct pricing, profitability, and margin analyses
• Prepare monthly and quarterly financial review materials for executive leadership
• Deliver clear and actionable analyses to support decision-making
• Build scalable FP&A processes and infrastructure

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field
• 8+ years of progressive experience in FP&A, corporate finance, strategic finance, investment banking, consulting, or related disciplines
• Advanced financial modeling and forecasting expertise
• Experience supporting executive leadership teams and strategic decision-making
• Strong understanding of SaaS, professional services, consulting, or human capital business models
• Exceptional analytical, problem-solving, and communication skills
• Advanced proficiency in Excel and financial planning tools