Director of Financial Planning & Analysis
Our client’s Financial Planning & Analysis team is seeking an FP&A Director who will develop and lead a high-performing finance program supporting our businesses growth and go-to-market strategies. This role will be responsible for leading an existing team, expanding partnerships with internal leaders, and guiding the financial planning processes for a core growth segment within the company. Responsibilities will include 3-year planning, annual budgeting, monthly close and forecasting, management reporting and board reporting. This role will report directly to the VP, FP&A, collaborating closely with business partners to grow and scale the company.
What you’ll do
- Develop a thorough understanding of the Company, the existing 3-year plan, and key metrics. Synthesize trends and drivers of change within the financial results. Become a subject matter expert in your domain
- Build partnerships with key business operators and senior management. Understand business goals, collaborate on strategic decision making, support growth execution, develop and maintain business processes
- Proactively manage your P&L. Expand on existing processes to develop a best-in-class forecasting, reporting, and business support program
- Lead a team of financial analysts. Organize and allocate workloads, create training & growth opportunities, foster a culture of performance
- Drive monthly and quarterly financial processes, including analysis of budget vs. actual close results, forecast updates, standard financial and operational reporting, production of exec presentations and board reporting
- Maintain and improve predictability of financial results through enhancements of internal processes and partnership across the organization
- Implement improvements & automation to streamline current processes. Proactively identify areas of opportunity and drive execution
What we’re looking for
- 10+ years of work experience in FP&A, Investor Relations, investment banking, consulting, or private equity
- Excellent communication skills: ability to distill complex analyses into structured outputs and present to all levels of management
- Driven personality, intellectually curios, problem-solver, and focus on continuous improvement
- Extensive experience managing and forecasting Income Statements
- Experience managing software & technology business model metrics including CAC, LTV, & ARR for subscription and usage lines of business
- Experience with 3-statement modeling
- Familiarity with ASC 606 accounting
- Effective project management skills; highly organized, independent, and self-motivated
- Experience working with financial systems (Adaptive experience a plus)
About our Client
Our Client is a leading provider of accounts payable (“AP”) automation software and payment solutions for middle-market businesses and their suppliers. By trade, they are a technology company, but if you ask anyone who works there, they’ll tell you their people are at the core of who they are. They focus on creating a culture of Diversity, Inclusion & Belonging, and are proud to be a safe place where teammates can bring their whole selves to work. At our Client, mindset is everything. They are Connected as People, Growth Minded, and Customer Obsessed. These three mindsets represent their culture – who they are, who they’ve always been, and they strive to improve every day. Since their founding in 2000 in Charlotte, NC, they’ve created a company of over 2,000 teammates working across the U.S., or remotely. Our client is proud to be Certified as a Great Place to Work®. The prestigious recognition is based on anonymous data from teammates and makes official what our client’s teammates have known for years – it’s a Great Place to Work.
Who you are:
- A go-getter with an entrepreneurial mindset – that means you are not afraid of taking risks, winning big or facing the unknown.
- Someone who understands that business is people centric. Connecting with others as humans first allows you to develop mutually beneficial working relationships.
- Focused on making a difference for customers. Our Client exists to help solve complex problems for their customers so they can all realize their potential.
What you’ll get:
Our Client’s employees get the perks and prestige of a publicly traded tech company paired with the flexibility of a founder-led startup. They help their employees develop as professionals and as human beings, providing work/life balance, development programs, competitive benefits and equity options. At our client, they are building more than a tech company – they’re building an experience. They remain committed to a culture where you can fully be ‘you’ – connected with others, chasing big goals, and making a meaningful impact.
Employees enjoy:
- 18 days PTO*
- 11 Holidays (8 company recognized & 3 floating holidays)
- 16 hours per year of paid Volunteer Time Off (VTO)
- Competitive Healthcare
- High Deductible Heath Plan Option that has $0 monthly premium for teammate-only coverage
- 100% Company’s paid Dental Base Plan Coverage
- 100% Company’s paid Life Insurance
- 100% Company’s paid Long-Term Disability
- 100% Company’s paid Short-Term Disability
- Employee Assistance Program (EAP) – Provides counseling services, legal and financial consultations and health advocacy for Teammates and their eligible dependents
- Onsite Health Clinic with Atrium Health – available to Teammates and their eligible dependents
- 401(k) Match: 100% match on the first 3% of your salary, plus 50% match on the next 2%
- Parental Leave: 8 weeks 100% paid by Company’s**
- Discounts on Pet, Home, and Auto insurance
- BrightDime Financial Wellness Tool, offered free to teammates
- WeeCare Childcare Service: helps teammates find affordable daycare, childcare, and tutors 40% less expensive than traditional daycare centers
- Perks at Work: free discount program that provides teammates the opportunity to save on items from electronics, movie tickets, car buying, vacations, and more
- Onsite gym fitness center, yoga studio, and basketball court
- Tuition Reimbursement up to the federal maximum of $5,250***
- Hybrid Workplace Flexibility
- Free parking
*Fully granted from beginning of year, pro-rated if hired mid-year
**Must be full-time for at least 3 months
***Must be full-time for at least one year
Equal Opportunity Employer:
Associate Staffing is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law. We are committed to creating a diverse and inclusive work environment and welcome applicants from all backgrounds to apply for open positions with our company.
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