Director, Financial Planning & Analysis

Key Responsibilities

• Lead and manage the annual budgeting process, monthly financial forecasting, and development/maintenance of supporting financial models and tools.
• Partner proactively with departmental leaders to ensure alignment with budgeted plans and support their financial decision-making.
• Monitor key performance indicators, identify trends, and analyze the causes of variances, assessing their impact on the business.
• Collaborate closely with operational teams to surface actionable insights and drive improved business outcomes through analytics.
• Prepare and deliver ad hoc analyses and custom financial reports to support business objectives.
• Produce weekly, quarterly, and monthly financial reports for management and stakeholders.
• Utilize business intelligence tools and dashboards to enhance reporting capabilities.
• Perform additional duties as assigned to support evolving business needs.

Qualifications

• 5+ years of Financial Planning & Analysis experience, including director-level responsibilities.
• Exceptional interpersonal and collaboration skills.
• Advanced skills in Microsoft Excel and PowerPoint required.
• Interest in or experience with AI tools.
• Strong organizational abilities and highest standards for accuracy and precision.
• Excellent verbal and written communication skills; ability to present complex information clearly.
• Creative thinker, highly driven and self-motivated.
• Demonstrated hands-on approach to problem-solving and delivering analytical insights.
• Leadership experience in a management capacity with a collaborative, team-oriented mindset.
• Ability and willingness to travel occasionally to the NYC office for team collaboration is preferred, but not required.

Education Requirements

• Bachelor’s degree in Accounting or Finance required.
• CPA preferred, but not required.

Compensation

• Base Salary - $170k - $190k
• Bonus - 30% Management Bonus