[Hiring] Financial Planning & Analysis Director @Logically

Role Description

The Financial Planning & Analysis Director acts as a strategic partner to the business, helping drive growth and optimal financial outcomes. The Director of FP&A will play a vital role in assisting with the company’s short-term and long-term financial forecasting, capital planning, pricing and process optimization, and key strategic initiatives. This role will lead the department’s strategic direction and be charged with ensuring business operations align with Logically’s vision, mission, and values.

This role requires a highly motivated professional, who will make a significant impact and is comfortable working with senior leaders and cross-functional teams. This is a highly visible role and will be a key asset in the future growth of the company.

Job Duties & Responsibilities

• Financial Planning & Reporting
  • Strategically lead the FP&A process, including partnering across the business to support Logically’s vision.
  • Own the enterprise-wide annual budgeting process, rolling forecasts, and long-range strategic and capital planning.
  • Maintain and develop detailed financial models that track and analyze key metrics and their impact on the company's overall performance.
  • Analyze current and past trends in KPIs including all areas of revenue, expenses, and other business drivers.
  • Assume responsibility for delivery of monthly consolidated financial reporting package to private-equity investors.
  • Conduct scenario analysis and sensitivity modeling to support agile decision-making in a dynamic environment.
• Business Partnering & Strategy
  • Partner with senior management in the coordination and completion of the planning process including annual budgets, rolling forecasts, and long-term strategic financial planning.
  • Serve as a strategic finance partner to commercial, operational and functional leaders – translating financial data into actionable insight on cost, margin, investment and growth.
  • Assist in leading & creating partnerships with Accounting, HR, IT, and other cross-functional business units to report monthly expenses and headcount planning and reporting across the organization.
  • Support the development of executive communications for high-level presentations for senior management, including the company executive team, board of directors, private equity investors, lenders, and other stakeholders.
  • Monitor business performance against internal KPI targets and external benchmarks, and partner with leaders on corrective actions.
• M&A & Integration
  • Support financial due diligence, including the creation/review of financial models for any potential M&A transactions.
  • Lead integration efforts for financial reporting and financial planning for acquired entities.
• Sales Compensation
  • Partner with Sales and HR leadership on the design, modeling and implementation of sales compensation plans that align seller incentives with company growth targets.
  • Analyze the financial impact of compensation structures and provide data-driven recommendations to senior leadership.
  • Assist with and manage frequent ad hoc projects to support management and business decisions.
• Technology, Automation & AI
  • Champion the adoption of AI-enabled tools and approaches to enhance analysis quality, accelerate reporting cycles, and improve decision support.
  • Lead and support finance process automation initiatives – identifying opportunities to eliminate manual, repetitive workflows and replace them with scalable, technology-driven solutions.
  • Serve as a responsible steward of AI-generated outputs, ensuring accuracy, integrity and alignment with business strategy before presenting to leadership or investors.
  • Drive continuous improvement of financial systems, planning tools, and reporting automation to scale with company growth.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related discipline required (MBA or CPA preferred).
• 9-11 years of experience in Financial Planning and Analysis, Finance, or Accounting.
• Proven experience working in a private equity-backed environment, including familiarity with PE reporting cadences, investor packages, and value-creation frameworks.
• Experience in a services industry business; experience with a Managed Service Provider (MSP) or Managed Security Service Provider (MSSP) is a strong plus but not required.
• Experience working with recurring revenue business models (e.g. SaaS, managed services, subscription-based businesses), including fluency with metrics such as ARR, Churn, NRR and LTV.
• Proven ability in financial modeling (NPV, ROI, Accretion/Dilution, etc.).
• Experience supporting M&A due diligence, financial integration of entities and synergy analysis.
• Experience with sales compensation plan design and implementation preferred.
• Proven track record of building and leading financial planning processes in a high-growth, fast-paced environment.

Technical Skills

• Superior skills in Microsoft Excel and PowerPoint.
• Proficiency in SQL; ability to independently write and execute SQL queries against financial and operational databases.
• Demonstrated experience leveraging AI and automation tools in a finance context – including AI-assisted forecasting, variance analysis, narrative generation, or workflow automation; ability to validate AI-generated outputs for accuracy and strategic alignment.
• Experience with Salesforce (CRM) and Microsoft Business Central (ERP) a plus.
• Experience with ConnectWise (PSA system) is a strong plus, but not required.
• Experience with data visualization and reporting tools (e.g. Power BI) preferred.

Core Competencies

• Strategic insight into the market and ability to ideate and translate customer requirements, organizational challenges, and market trends into actionable strategy.
• Success designing and implementing a strategic and operating approach, infrastructure, cadence, plan, and process – with key metrics - created to increase organizational clarity, accountability, pace, and delivery.
• Thorough understanding of methods of systems analysis and the principles, design, and procedural methods used in big data analysis.
• Ability to present financial information to a non-financial audience.
• Excellent communicator – written, verbal, and in presentations- with the ability to actively listen, navigate difficult conversations, and translate complex financial concepts for non-financial audiences.
• Builds trust-based relationships across teams and internal/external stakeholders; fosters a collaborative, team-first culture and willingly shares knowledge to develop others.
• Strong analytical and business judgment, with the ability to translate complex business requirements into actionable solutions and persistently work through competing options to reach the best outcome.
• Flexible and composed under pressure, managing multiple priorities simultaneously in a fast-paced, rapidly changing environment.
• Unquestionable ethics, discretion, and sound judgment in handling sensitive and confidential financial information.

Benefits

• A culture built on doing the right thing.
• Work at the forefront of cybersecurity and emerging technologies.
• Collaborative, growth-oriented environment.
• Competitive compensation and benefits.
• Opportunities for professional development and advancement.
• Make a real impact by helping organizations reduce risk and build resilience.