Dir Financial Planning & Analysis

AppleOne Employment Services; Pasadena (CA); On-site; USD 178,000 - 210,000; Full time

Job summary

AppleOne Employment Services seeks a Director of Financial Planning & Analysis in Pasadena, CA. This senior finance leadership role focuses on budgeting, forecasting, financial modeling, executive reporting, capital planning, and strategic partnerships with executives and the board.

The position leads planning processes, supports M&A activity, and drives financial discipline and business improvements in an engineering services environment.

Qualifications

• Lead enterprise-wide budgeting, forecasting, and FP&A processes.
• Manage capital and operational budgets, cash flow forecasting, and project-based financial oversight.
• Deliver financial reporting, executive presentations, KPI analysis, and strategic recommendations.
• Support M&A modeling, due diligence, integration planning, and financial process improvement.
• Advanced Excel and PowerPoint proficiency for modeling and executive-ready presentations.

Responsibilities

• Lead annual budgeting and quarterly forecasting aligned to strategic goals.
• Prepare executive reporting packages, board presentations, investor materials, KPI reporting, and ROI evaluations.
• Oversee cash flow forecasting, capital planning, liquidity analysis, and financial oversight for large-scale projects.
• Support M&A activity through financial modeling, evaluation, due diligence, and integration planning.
• Develop and maintain complex financial models, planning tools, dashboards, and BI reporting to support decision-making.
• Partner with internal stakeholders on audits, process improvements, reporting accuracy, and operational efficiency initiatives.

Skills

Budgeting

Forecasting

Financial planning

Cash flow

Capital budgeting

Project budgets

Financial reporting

Executive presentations

KPI analysis

M&A modeling

Due diligence

Integration planning

Excel

PowerPoint

Communication

Leadership

Process improvement

Education

Bachelor's degree in Business Administration, Finance, Accounting, Statistics, or related field

MBA (preferred)

Tools

Cognos TM1

Planning Analytics

Power BI

Job description

Job Summary

We are seeking a Director of Financial Planning & Analysis for a direct hire opportunity in Pasadena, CA. This senior finance leadership role is ideal for an experienced FP&A professional who excels at budgeting, forecasting, financial modeling, executive reporting, capital planning, and strategic business partnership. Reporting to the Vice President of Finance & Treasury, the Director of Financial Planning & Analysis will lead financial planning and performance analysis across the organization and its subsidiaries. This role offers the opportunity to work closely with executive leadership, department heads, investors, and board‑level stakeholders while supporting strategic initiatives, business growth, M&A activity, and operational improvements. This is a strong opportunity for a finance leader who enjoys a collaborative environment, high visibility, and the ability to influence key business decisions. The organization values financial discipline, transparency, teamwork, and proactive leadership, making this a compelling role for someone ready to help shape financial strategy in an engineering services environment.

Key Responsibilities

• Lead annual budgeting and quarterly forecasting processes, ensuring alignment with strategic goals and business priorities.
• Prepare executive‑level financial reporting packages, board presentations, investor materials, KPI reporting, variance analysis, and ROI evaluations.
• Manage cash flow forecasting, capital planning, liquidity analysis, and financial oversight for large‑scale projects.
• Support M&A activity through financial modeling, evaluation, due diligence, and integration planning.
• Develop and maintain complex financial models, planning tools, dashboards, and business intelligence reporting to support decision‑making.
• Partner with internal stakeholders on audits, process improvements, reporting accuracy, and operational efficiency initiatives.

Compensation and Benefits

• Salary Range: $178,000 to $210,000 per year.
• Job Type: Direct hire.
• Location: Pasadena, CA.

Required Qualifications and Skills

• Lead enterprise‑wide budgeting, forecasting, and financial planning processes.
• Manage capital and operational budgets, cash flow forecasting, and project‑based financial oversight.
• Deliver financial reporting, executive presentations, KPI analysis, and strategic recommendations.
• Support M&A modeling, due diligence, integration planning, and financial process improvement.
• Bachelor’s degree in Business Administration, Finance, Accounting, Statistics, or a related field required.
• 8+ years of experience managing capital and operational budgets required.
• 8+ years of management and leadership experience required.
• 5+ years of experience interacting with executive leadership, including Vice President level and above, required.
• Advanced proficiency in Microsoft Excel and PowerPoint required, including complex financial modeling, advanced formulas and functions, dynamic dashboards, and executive‑ready presentations.
• Strong understanding of financial planning and analysis, forecasting, budgeting, variance analysis, KPI reporting, capital planning, and cash flow management.
• Ability to communicate complex financial information clearly to senior leaders, operational teams, investors, and board‑level audiences.
• Strong leadership, analytical thinking, business partnership, problem‑solving, and process improvement skills.

Preferred Qualifications

• CPA with Big 4 experience preferred.
• MBA preferred.
• Experience in construction, engineering, or project‑based industries strongly preferred.
• Familiarity with Cognos TM1, Planning Analytics, Power BI, or similar business intelligence tools preferred.
• 10+ years of corporate finance experience preferred.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here: https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here: https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact the staffing representative who will reach out to the HR team.

Participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment‑qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.