Director, FP&A

Vaco Recruiter Services; New York (NY); On-site; USD 200,000 - 220,000; Full time

Job summary

Technology/SaaS Firm in New York City seeks a Director of Financial Planning & Analysis to lead budgeting, forecasting, and performance initiatives across the organization. You will partner with senior leaders to translate financial data into actionable recommendations and influence strategic decisions.

The ideal candidate has 15+ years of FP&A experience, proven team leadership, and strong modeling and analytics skills.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• Minimum 15+ years in financial planning, analysis, corporate finance, or related disciplines.
• Experience leading teams and partnering with senior business leaders.
• Experience supporting strategic planning and business decision-making processes.
• Strong financial modeling, forecasting, and analytical skills.

Responsibilities

• Lead budgeting, forecasting, and long-range planning processes across the organization.
• Support executive leadership with financial insights and recommendations related to performance and strategic initiatives.
• Develop and maintain financial models to evaluate opportunities, investments, and decisions.
• Assess financial risks, opportunities, and trends to support informed decisions.
• Oversee the preparation of recurring financial reports, forecasts, and analyses.
• Monitor key metrics and identify areas for improvement and growth.
• Provide variance analysis and performance commentary to leadership teams.
• Establish reporting frameworks to improve visibility into results.
• Collaborate with departments to support planning, resource allocation, and performance management.
• Provide financial guidance on initiatives and priorities.
• Assist stakeholders in understanding financial implications of key decisions.
• Foster cross-functional alignment between finance and business objectives.
• Lead, mentor, and develop a team of finance professionals.
• Promote a collaborative, accountable, and results-oriented culture.
• Establish best practices and support professional growth within the team.
• Manage priorities and ensure high-quality deliverables.
• Identify opportunities to enhance planning, reporting, and analysis processes.
• Support the implementation and optimization of financial systems and tools.
• Drive efficiencies through improved workflows and standardized reporting.
• Contribute to scalable financial processes.

Skills

Leadership

Financial modeling

Forecasting

Team management

Cross-functional partnering

Strategic thinking

Data-driven decisions

Business performance analysis

Education

Bachelor's degree in Finance/Accounting/Economics/Business

Tools

Excel

Job description

Company: Technology/SaaS Firm

Role: Director, Financial Planning & Analysis

Salary: $200,000 - $220,000 + bonus

Location: New York City - Hybrid (3 days/week onsite)

About the Role: Our client is seeking a Director of Financial Planning & Analysis to help lead financial planning, forecasting, and business performance activities across the organization. This individual will play a key role in supporting strategic decision-making, providing financial insights, and partnering with leaders across the business to help drive operational and financial objectives. The ideal candidate is a collaborative finance leader with strong analytical capabilities, experience managing teams, and the ability to translate financial information into actionable business recommendations. Must have experience managing a team.

Responsibilities

• Lead budgeting, forecasting, and long-range planning processes across the organization
• Support executive leadership with financial insights and recommendations related to business performance and strategic initiatives
• Develop and maintain financial models to evaluate business opportunities, investments, and operational decisions
• Assess financial risks, opportunities, and trends to support informed decision-making
• Oversee the preparation of recurring financial reports, forecasts, and business performance analyses
• Monitor key business and financial metrics, identifying areas for improvement and growth
• Provide variance analysis and performance commentary to leadership teams
• Help establish reporting frameworks that improve visibility into business results
• Collaborate with leaders across various departments to support planning, resource allocation, and performance management efforts
• Provide financial guidance on business initiatives and operational priorities
• Assist stakeholders in understanding financial implications of key decisions
• Foster strong cross-functional relationships to improve alignment between financial and business objectives
• Lead, mentor, and develop a team of finance professionals
• Promote a collaborative, accountable, and results-oriented culture
• Establish best practices and support professional growth within the team
• Manage team priorities and ensure high-quality deliverables
• Identify opportunities to enhance planning, reporting, and analysis processes
• Support the implementation and optimization of financial systems and tools
• Drive efficiencies through improved workflows, automation, and standardized reporting
• Contribute to the continued development of scalable finance processes

Experience

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
• Minimum 15+ years in financial planning, analysis, corporate finance, or related disciplines
• Prior experience leading teams and partnering with senior business leaders
• Experience supporting strategic planning and business decision-making processes
• Strong financial modeling, forecasting, and analytical skills
• Thorough understanding of financial statements and business performance drivers
• Ability to synthesize complex information into clear recommendations
• Proven ability to influence stakeholders across multiple levels of an organization
• Experience managing multiple projects and priorities in a dynamic environment
• Advanced proficiency with spreadsheet modeling and financial analysis tools
• Experience with financial planning, reporting, or enterprise software platforms
• Familiarity with business intelligence, reporting, and data visualization tools is beneficial