Director of FP&A

Department: Corporate

Location: Shield Technology Partners - NYC

Compensation: $190,000 - $210,000 / year

Description

We are seeking a highly strategic, hands-on Director of Financial Planning &
Analysis (FP&A) to build and lead a best-in-class FP&A function. This individual
will serve as a key thought partner to executive leadership, owning long-range
financial strategy, revenue and P&L forecasting, and advanced financial analysis
to guide decision-making in a dynamic, growth-oriented environment.
This is a builder role, and is ideal for someone who thrives in ambiguity, operates
comfortably at both a strategic and detailed level, and brings a forward-looking
perspective on where the business is headed, not just where it has been.

Travel will be a requirement for this role, anticipated to be approximately quarterly.

Key Responsibilities

• Lead long-range financial planning, including multi-year modeling, cash flow forecasting, and enterprise scenario planning
• Own and continuously refine revenue and full P&L forecasting, incorporating key business drivers, trends, and predictive insights
• Perform deep financial analysis to identify trends, variances, risks, and opportunities, translating findings into clear, actionable recommendations
• Build dynamic financial models to support strategic initiatives, including M&A evaluation, integration planning, and capital allocation
• Support M&A activity, including financial due diligence, valuation support, and post-acquisition modeling
• Partner with executive leadership as a trusted advisor, delivering forward-looking insights that shape business strategy
• Identify and improve data integrity across financial inputs, driving process enhancements that enable more accurate forecasting and analysis
• Build and optimize FP&A processes and workflows to effectively track, measure, and report on KPIs and critical financial metrics
• Drive the development and implementation of scalable FP&A processes, systems, and reporting infrastructure
• Lead or support financial systems implementations and enhancements to improve data integrity, accessibility, and decision-making speed
• Explore and introduce opportunities to leverage AI and automation within FP&A to enhance forecasting accuracy, efficiency, and insight generation
• Operate effectively in ambiguity, while balancing precision with speed and iterating as new information becomes available
• Collaborate closely with the finance and accounting team as a complementary finance leader, ensuring alignment between historical reporting and forward-looking analysis
• Collaborate with the CEO, investors, and cross-functional leaders to drive strategic initiatives and key business priorities.
• Prepare materials for board and investor discussions, bringing clarity and insight to complex financial narratives
  
  

Skills, Knowledge and Expertise

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CPA preferred)
• 8 years of experience in FP&A, corporate finance, or a related field, including leadership experience
• Strong foundation in financial analysis, with the ability to synthesize complex data into meaningful insights and strategic direction
• Proven experience supporting mergers & acquisitions, including due diligence and financial modeling
• Deep expertise in long-range planning, cash flow modeling, and advanced scenario analysis
• Experience building or scaling FP&A functions, processes, or systems in a high-growth environment
• Hands-on experience with financial system implementations or significant process transformation initiatives
• Curiosity and openness to leveraging AI and emerging technologies within finance
• Strong analytical and critical thinking skills, with a demonstrated ability to identify trends and anticipate business needs
• Ability to move fluidly between high-level strategy and detailed execution
• Comfortable operating in a fast-paced, evolving environment with imperfect information
• Public company experience strongly preferred
• Strong communication and executive presence, with the ability to influence senior stakeholders