What are the responsibilities and job description for the Director, Financial Planning & Analysis position at Cordia Resources by Cherry Bekaert?
Director, Financial Planning & Analysis
Location: Washington, DC
Employment Type: Full-Time
About the Role:
A leading organization in Tech SaaS space is seeking a strategic and analytical Director of Financial Planning & Analysis (FP&A) to lead financial forecasting, budgeting, and performance analysis across the company. This role will be instrumental in driving data-informed decision-making and supporting long-term financial strategy.
Key Responsibilities:
This is an opportunity to join a mission-driven organization that values innovation, integrity, and impact. The company offers competitive compensation, comprehensive benefits, and the chance to shape the future of its industry through data-driven financial leadership.
Cordia by Cherry Bekaert: Is a leading national recruiting and staffing firm that is part of the Advisory services of Cherry Bekaert. Headquartered in the Washington, DC area we focus on building strong relationships with employers and job seekers, like you, because we care about opening new doors to career opportunities and helping our clients grow. We offer Direct Hire and Temporary staffing solutions (with “best - in-class” Consultant Care programs), multi - project opportunities, health and retirement benefits, participation in company events, and more.
Location: Washington, DC
Employment Type: Full-Time
About the Role:
A leading organization in Tech SaaS space is seeking a strategic and analytical Director of Financial Planning & Analysis (FP&A) to lead financial forecasting, budgeting, and performance analysis across the company. This role will be instrumental in driving data-informed decision-making and supporting long-term financial strategy.
Key Responsibilities:
- Lead the annual budgeting and quarterly forecasting processes in collaboration with department heads.
- Develop and maintain financial models to support strategic initiatives and business planning.
- Analyze financial performance, identify trends, and provide actionable insights to senior leadership.
- Prepare executive-level presentations and reports to communicate financial results and projections.
- Partner with cross-functional teams to evaluate business cases, investment opportunities, and cost optimization strategies.
- Drive continuous improvement in FP&A processes, tools, and reporting systems.
- Manage and mentor a team of financial analysts, fostering a culture of excellence and collaboration.
- Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
- 8 years of progressive experience in FP&A, preferably within media, publishing, or technology sectors.
- Strong proficiency in financial modeling, forecasting, and variance analysis.
- Advanced Excel skills; experience with dashboarding tools such as Tableau, Power BI, or Looker.
- Excellent communication and presentation skills, with the ability to influence stakeholders.
- Proven leadership experience and ability to manage multiple priorities in a fast-paced environment.
This is an opportunity to join a mission-driven organization that values innovation, integrity, and impact. The company offers competitive compensation, comprehensive benefits, and the chance to shape the future of its industry through data-driven financial leadership.
Cordia by Cherry Bekaert: Is a leading national recruiting and staffing firm that is part of the Advisory services of Cherry Bekaert. Headquartered in the Washington, DC area we focus on building strong relationships with employers and job seekers, like you, because we care about opening new doors to career opportunities and helping our clients grow. We offer Direct Hire and Temporary staffing solutions (with “best - in-class” Consultant Care programs), multi - project opportunities, health and retirement benefits, participation in company events, and more.
