FinStrat Management

The Role

FinStrat Management (“FSM”) is seeking a Director of Financial Planning & Analysis (FP&A). The full-time position will play a pivotal role in scaling and optimizing the company’s FP&A function. As a leader in the organization, this individual will oversee a team of financial analysts and work closely with internal and client-facing teams to provide actionable financial insights, drive strategic decision-making, and build a best-in-class FP&A framework. Key responsibilities include:

Responsibilities

Develop and Scale FP&A Functionality

  • Build out robust FP&A processes and systems to support the company’s clients’ growth and scalability.
  • Implement financial forecasting models, budgeting frameworks, and reporting tools.

Strategic Financial Planning

  • Support our clients’ annual budgeting and quarterly forecasting processes, ensuring alignment with organizational and client goals.
  • Assist financial analysts analyze clients’ financial trends, KPIs, and business drivers to provide actionable insights to executive leadership.

Reporting & Analytics

  • Oversee preparation of internal and client-facing financial reports, including variance analyses, trend reports, and dashboards.
  • Design and improve financial reporting templates and processes to ensure accuracy, timeliness, and clarity.

Team Development

  • Manage, mentor, and develop the FP&A team, ensuring high performance and professional growth.
  • Establish best practices and foster a culture of continuous improvement within the FP&A team.

Collaboration Across Functions

  • Work cross-functionally with accounting, finance, and operational teams to provide comprehensive financial guidance.
  • Partner with client service teams to deliver customized financial analyses and insights to clients.

Support Client Growth

  • Collaborate with CFOs and other stakeholders to design FP&A solutions tailored to the needs of early-stage, investor-backed businesses.
  • Provide clients with strategic recommendations to optimize cash flow, improve margins, and achieve financial milestones.

Capital Planning & Investor Relations

  • Support clients in preparing for fundraising efforts by developing financial models and investor presentations.
  • Assist CFOs guide clients on capital allocation strategies to maximize ROI and operational efficiency.

Systems Implementation

  • Evaluate and implement financial planning tools and systems to enhance accuracy and efficiency in reporting and forecasting.
  • Identify automation opportunities to reduce manual processes and improve data reliability.

Process Improvement

  • Continuously refine FP&A processes to drive scalability and ensure alignment with industry best practices.
  • Monitor emerging trends in FP&A and recommend innovations to stay ahead of client and business needs.

Executive Support

  • Serve as a strategic thought partner to the executive team, providing insights to shape the company’s financial strategy.
  • Act as a trusted advisor in strategic discussions, including growth opportunities, market expansion, and risk management.

Performance Tracking

  • Establish and monitor key performance indicators (KPIs) to evaluate the success of both internal and client financial objectives.
  • Regularly communicate performance insights and recommendations to stakeholders.


Job Requirements

Professional Knowledge

  • Proven experience in FP&A leadership roles, preferably in professional services or working with early-stage, investor-backed companies.
  • Expertise in financial modeling, budgeting, forecasting, and analysis.
  • Exceptional communication skills, with the ability to translate complex financial data into actionable insights for diverse audiences.
  • Proficiency in financial planning tools and software; experience with automation tools is a plus.

Soft Skills

  • Strong leadership and team management skills, with the ability to motivate and guide a team of marketing professionals.
  • Excellent communication skills (written and verbal).
  • Creative and strategic thinking with the ability to innovate and adapt in a fast-paced environment.
  • Self-starter with a proactive approach to solving problems and driving projects forward.
  • Strong organizational and project management skills, with the ability to manage multiple projects simultaneously and meet deadlines.
  • Detail-oriented with a passion for delivering high-quality work.
  • A strong understanding of the fractional CFO services market and the unique needs of small to medium-sized businesses is a plus.

Education

  • Bachelor’s degree in finance, or related field.
  • Advanced professional certifications (e.g., CFA, CPA, etc.) preferred.

Benefits

  • Compensation commensurate with experience
  • Flexible work schedule
  • Unlimited vacation
  • Medical, dental, and vision insurance
  • Ongoing education and training
  • Bonuses and profit-sharing

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