Director, FP&A & Strategic Finance

IQVentures Holdings, LLC; Dublin (OH); On-site; USD 140,000 - 190,000; Full time

Job summary

IQ Ventures is seeking a Director, FP&A & Strategic Finance to partner with the executive team, provide forward-looking insights, and translate data into actionable guidance that drives growth. You will lead financial planning, budgeting, forecasting, and performance management across the organization.

This role demands strong financial modeling, strategic thinking, and the ability to influence decisions with clear, compelling presentations.

Qualifications

• 7+ years of progressive FP&A, corporate finance, or analytics experience.
• Experience supporting executive-level decision-making and presenting insights.
• Strong financial modeling, forecasting, budgeting, and analytics.
• Ability to lead planning processes and communicate with senior leaders.

Responsibilities

• Lead strategic finance, FP&A, budgeting, forecasting, and performance management.
• Develop models to support planning, capital allocation, and growth initiatives.
• Deliver KPI dashboards, variance analyses, and business reviews.
• Prepare executive, lender, investor, and board reporting materials.
• Present results and insights to leadership; mentor FP&A team members.
• Improve automation and governance of FP&A processes.

Skills

Financial modeling

Forecasting

Budgeting

Analytical thinking

Communication

Presentation skills

Leadership

Strategic thinking

Education

Bachelor's in Finance/Accounting/Economics

MBA / CPA / CFA (preferred)

Tools

NetSuite

Power BI

Excel (advanced)

Job description

Ready to lead financial strategy, influence executive decision-making, and help drive the future growth of a dynamic organization? IQ Ventures is seeking a Director, FP&A & Strategic Finance to serve as a key business partner to executive leadership. This role provides financial insight, decision support, and forward-looking analysis that helps drive company performance and long-term growth. The ideal candidate combines strong financial expertise with business acumen and the ability to translate complex financial and operational data into actionable recommendations that improve business outcomes.

In this role, you will lead the company's financial planning, forecasting, budgeting, performance management, and strategic finance functions. You'll work closely with senior leadership to evaluate opportunities, identify risks, improve operational performance, and support key business initiatives. Success in this position is measured not by the production of reports, but by the quality of insight, influence, and strategic guidance provided to the organization.

What You'll Do

Strategic Finance & Business Partnership

• Serve as a trusted financial advisor to executive leadership.
• Translate financial and operational performance into actionable business insights.
• Identify opportunities, risks, and trends impacting revenue, profitability, and enterprise value.
• Evaluate strategic initiatives, investments, pricing opportunities, and growth strategies.
• Challenge assumptions and provide independent financial perspectives to improve decision-making.
• Partner with business leaders to improve operational and financial performance.

Financial Planning & Analysis Leadership

• Lead the annual budgeting process, monthly forecasting process, and long-range planning activities.
• Develop financial models that support strategic planning and capital allocation decisions.
• Drive performance management through KPI development, variance analysis, and business reviews.
• Establish scalable FP&A processes, reporting frameworks, and financial governance.
• Improve forecast accuracy and financial transparency across the organization.
• Deliver meaningful analysis that supports executive decision-making and business growth.

Executive & Board Communication

• Lead the preparation of executive, lender, investor, and board reporting materials.
• Present financial results, forecasts, risks, and opportunities to senior leadership.
• Communicate complex financial concepts clearly to both financial and non-financial audiences.
• Ensure leadership has timely, relevant information to support strategic decisions.
• Create impactful presentations and business cases for leadership review.
• Lead, mentor, and develop FP&A team members.
• Delegate recurring reporting and analytical processes while maintaining accountability and quality.
• Establish documentation, standards, and scalable processes that support growth.
• Foster a culture of ownership, continuous improvement, and analytical rigor.
• Partner with reporting and analytics resources to improve automation and business intelligence capabilities.

What We're Looking For

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 7+ years of progressive FP&A, corporate finance, business analytics, or related experience.
• Demonstrated experience supporting executive-level decision-making.
• Strong financial modeling, forecasting, budgeting, and analytical capabilities.
• Experience leading planning, forecasting, and performance management processes.
• Excellent communication, presentation, and influencing skills.
• Strong business acumen and ability to connect financial outcomes to operational drivers.
• Ability to challenge assumptions and provide strategic recommendations.
• Proven ability to manage multiple priorities in a fast-paced environment.
• Strong leadership, collaboration, and relationship-building skills.

Preferred Qualifications

• Financial services, specialty finance, lending, or banking experience.
• Experience building or leading FP&A, analytics, or business intelligence functions.
• Experience with NetSuite, Power BI, and advanced Excel.
• MBA, CPA, CFA, or equivalent professional experience.

This position is 100% in-office at our corporate office located in Dublin, Ohio

Why Join IQ Ventures?

This role offers the opportunity to become a strategic partner to senior leadership and directly influence the company's financial performance and future direction. You'll play a critical role in shaping business strategy, improving financial visibility, and driving better decision‑making across the organization.

The ideal candidate combines strong financial and analytical capabilities with business curiosity, executive presence, and the ability to influence decisions. You are comfortable challenging assumptions, translating complex data into clear business recommendations, and helping leadership make better decisions. In this role, you will spend less time producing historical reports and more time influencing future outcomes, driving strategy, and creating long‑term value for the business.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. While performing the duties of this job, employees are regularly required to sit for extended periods of time and work on a computer while preparing analyses, financial models, presentations, and reports.