Role Description
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Lead, develop, and mentor the FP&A team, establishing clear priorities, accountability, and a culture of continuous improvement.
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Build a proactive, business-oriented FP&A function that delivers timely, accurate, and actionable financial insights.
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Develop team capabilities in financial analysis, business partnership, emerging technologies, and strategic decision support.
Business Unit Partnership & Financial Performance
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Serve as a trusted financial partner to Professional Services and Managed Services leadership, developing a deep understanding of their businesses, operating challenges, and growth opportunities.
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Partner with Business Unit leaders to evaluate performance, challenge assumptions, and develop actionable plans to improve financial and operational results.
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Drive visibility and accountability around key business drivers, including pipeline, bookings, revenue conversion, utilization, resource capacity, pricing, project profitability, and contribution margins.
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Provide proactive financial analysis and recommendations supporting decisions around hiring, investments, resource allocation, and operating expenses.
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Establish a consistent financial performance management cadence, highlighting key trends, risks, opportunities, and corrective actions.
Financial Planning, Forecasting & Executive Reporting
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Lead annual budgeting, rolling forecasts, and long-range financial planning, ensuring alignment with Business Unit strategies and company objectives.
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Improve forecast accuracy through stronger operational inputs, disciplined analysis, and a clear understanding of business drivers.
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Own executive, Board, private equity investor, and lender reporting, translating complex financial information into clear, concise insights and recommendations.
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Partner with the CFO and executive leadership on strategic initiatives, scenario planning, M&A activities, and private equity value creation priorities.
Process Transformation, AI & Continuous Improvement
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Challenge, redesign, and reimagine FP&A processes, leveraging AI, automation, and advanced analytics to improve efficiency, accuracy, and decision-making.
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Transform financial reporting and analysis from manual, historical processes into scalable, forward-looking capabilities that support business decisions.
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Partner with Accounting, Technology, Data, and Business Unit teams to improve systems, data quality, and reporting infrastructure.
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Foster a culture of innovation and continuous improvement, encouraging the team to embrace new technologies and more effective ways of working.
Qualifications
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8β12+ years of progressive experience in FP&A, strategic finance, or related financial leadership roles, including demonstrated success leading and developing teams.
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Private equity-backed company experience, with a strong understanding of investor expectations, financial performance management, and Board reporting.
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Demonstrated success partnering with Business Unit or operational leadership to influence decisions and drive measurable financial performance improvement.
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Proven ability to succeed in fast-paced, evolving environments, navigating ambiguity, shifting priorities, and competing demands.
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Experience leading financial planning, forecasting, modeling, and executive-level financial reporting.
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Demonstrated success improving financial processes, reporting capabilities, and analytical tools through technology, automation, or AI.
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Strong financial and commercial acumen, with the ability to translate complex analysis into actionable business recommendations.
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Strong leadership, communication, and interpersonal skills, with the confidence to challenge assumptions and influence senior leaders.
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Bachelor's degree in Finance, Accounting, Economics, or a related field.
Preferred Experience & Skills
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Experience in professional services, managed services, consulting, or technology services.
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Experience supporting M&A, post-acquisition integration, and operational transformation.
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Hands-on experience implementing AI-enabled financial analysis, reporting automation, or advanced analytics.
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Experience with Anaplan, Tableau, Power BI, or comparable financial planning and analytics platforms.
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MBA or CPA.
Benefits
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Unlimited vacation.
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Significant 401k contributions.
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Several opportunities to develop yourself.