Director of Financial Planning and Analysis

Robert Half is looking for an experienced Director of Financial Planning and Analysis to join our client's team. In this Director of Financial Planning and Analysis role, you will be responsible for overseeing the budgeting and forecasting processes, managing key performance indicators (KPIs), financial reporting, supporting mergers and acquisitions (M& A) initiatives, and guiding efforts in process optimization. The ideal candidate should have a proven track record of success within a private-equity environment. This role demands a hands-on approach and the ability to collaborate across functions within the organization, emphasizing relationship-building to aid in the company’s continued growth

Responsibilities:

• Manage and lead the Financial Planning and Analysis (FP& A) team to ensure accurate financial reporting and forecasting.
• Develop and implement financial models to support strategic decision-making and pricing initiatives.
• Oversee the preparation of reports on financial performance for leadership reviews and executive presentations.
• Conduct detailed variance analysis, identify trends, and recommend improvements to enhance financial outcomes.
• Collaborate with the accounting team to ensure the accuracy and integrity of financial data.
• Monitor and track project performance, providing insights and timely updates to stakeholders.
• Lead the budgeting and forecasting processes, ensuring alignment with organizational goals.
• Develop dashboards and data visualization tools to enhance reporting efficiency and clarity.
• Manage the cash forecasting process and provide regular updates to executive leadership.
• Support audit processes and drive productivity improvements through automation of reporting tools.
  

The ideal Director of Financial Planning and Analysis will preferably have a BSc or MSc in Accounting or Finance.

Other requirements for the Director of Financial Planning and Analysis role include and are not limited to:

• 10 years of FP& A experience
• 3 years of supervisory experience
• Financial Reporting/GAAP knowledge/experience as it applies to the FP& A function (some accounting background a plus)
• SQL, Tableau or similar experience, along with advanced Excel skills 
• Experience with Sage Intacct, SFDC, MS Office, and SQL Management Studio 
• Highly organized with attention to detail and accuracy 
• Team player with strong interpersonal, verbal, and written communication skills

For more information on this Director of Financial Planning and Analysis role and other full time accounting and finance opportunities, please contact us at 484.214.2902 and reference JO#03710-0013275234

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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