Director of Financial Planning & Analysis

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteLeadTeam 1,001-5,000H1B SponsorCompany SiteLinkedIn

Location

New York + 4 moreAll locations: New York | Ohio | Oklahoma | Oregon | Pennsylvania

Posted

26 days ago

Salary

$175K / year

Seniority

Lead

Bachelor Degree12 yrs expEnglish

Job Description

Director of Financial Planning & Analysis

AML RightSource

• Serve as a trusted advisor to the CFO and executive team, delivering data-driven insights that influence key decisions • Lead financial strategy, aligning planning efforts with company growth and value creation goals • Translate complex financial data into clear, actionable recommendations for leadership • Own the end-to-end budgeting, forecasting, long-range planning processes, and monthly/quarterly reporting • Develop and maintain driver-based financial models (revenue, gross margin, profitability, cash flow) • Lead variance analysis and performance tracking , holding business partners accountable to targets • Analyze resource utilization metrics (billable vs. non-billable) to optimize productivity and reduce revenue leakage • Partner with Sales, Delivery, and Marketing to drive revenue growth and margin improvement • Provide financial leadership for cost optimization initiatives, capital allocation, and M&A activities • Build, scale, and lead a high-performing FP&A team • Drive adoption of FP&A tools, automation, and advanced analytics • Own preparation of financial presentations, Board decks, investor reporting, and lender materials

Job Requirements

  • Bachelor’s degree in Finance, Accounting, or related field ( MBA/CPA/CFA preferred )
  • 12+ years of progressive FP&A experience, including 3+ years in a leadership role
  • Proven experience building and scaling an FP&A function and team in a technology, services, or managed services environment ( required )
  • Strong experience with services-based business models (e.g., utilization, project-based revenue, margin optimization)
  • Advanced financial modeling and forecasting expertise, with full ownership of forecasting, variance analysis, and performance accountability
  • Ability to turn data into actionable insights that influence business decisions and outcomes (not just reporting)
  • Strong executive presence with the ability to influence senior leadership and present to the Board
  • Experience operating in a fast-paced, global, and dynamic environment
  • Experience with financial systems and analytics platforms (e.g., Domo, NetSuite, Workday, Power BI, etc.)
  • Strong Excel skills and exposure to AI-based tools

Benefits

  • Comprehensive health, dental, vision, and defined contribution retirement plan benefits
  • Paid time off and holidays (in accordance with local law)
  • Professional development opportunities
  • Collaborative work environment with global exposure

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