What are the responsibilities and job description for the Director of Financial Planning and Analysis position at Impactful Resources?
The FP&A Director, under the supervision of the CFO, is responsible for leading the financial planning, forecasting, and performance analysis. This role will serve as a key business partner to executive leadership, providing insights that drive revenue growth, operational efficiency, and profitability. The ideal candidate has strong experience in service-based business models, revenue forecasting, and building scalable financial processes in a fast-paced environment.
Strategic Financial Planning
- Lead the annual budgeting process, long-range planning, and rolling forecasts
- Develop and maintain financial models to support strategic initiatives and decision-making
- Provide insights on revenue growth, pricing strategies, and cost optimization
Business Partnering
- Partner with executive leadership, sales, and operations to drive financial performance
- Translate financial data into actionable insights for non-financial stakeholders
- Support go-to-market strategies, client profitability analysis, and resource planning
Financial Analysis & Reporting
- Deliver monthly and quarterly financial performance reporting, including variance analysis
- Monitor key performance indicators (KPIs) such as revenue, utilization, margins, and customer profitability
- Provide executive-level dashboards and presentations
Revenue & Cost Management
- Oversee revenue forecasting and pipeline analysis in collaboration with sales leadership
- Analyze service delivery costs, utilization rates, and margin performance
- Identify opportunities to improve operational efficiency and profitability
Process Improvement & Systems
- Build and enhance FP&A processes, tools, and reporting capabilities
- Support implementation and optimization of financial systems and reporting tools
- Drive automation and scalability of financial reporting
Team Leadership
- Lead and develop the FP&A team
- Establish best practices for financial planning, reporting, and analysis
- Foster a culture of accountability, collaboration, and continuous improvement
Qualifications
- Bachelor’s degree in Finance, Accounting, or related field (MBA preferred)
- 8–12 years of progressive FP&A experience, with at least 3–5 years in a leadership role
- Experience in B2B services, inventory and costing a plus
- Strong financial modeling, forecasting, and analytical skills
- Experience partnering with sales and operations teams
- Advanced proficiency in Excel and financial planning tools (e.g., Adaptive, Anaplan, or similar)
- Excellent communication and presentation skills
Salary : $180,000 - $215,000