Director of Financial Planning & Analysis

Chartis; United States; On-site; USD 140,000 - 190,000; Full time

Job summary

Chartis is seeking a Director of FP&A to join our Finance team and partner closely with senior leaders to connect strategy, operations, and financial performance.

In this role you will lead forecasting, planning, and performance analysis, translating business priorities into financial targets and actionable insights that support growth and profitability. You will build annual budgets, multi-year plans, and KPIs, and influence decisions across functions in a dynamic, growth-oriented environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field.
• 8+ years of FP&A, strategic finance, or related roles.
• Experience partnering with business leaders and driving financial plans.
• MBA or advanced degree is a plus.

Responsibilities

• Lead financial planning and forecasting for revenue, profitability, headcount, and other drivers.
• Partner with leaders to develop annual budgets and longer-term financial plans.
• Develop clear financial narratives to explain results, risks, and actions.
• Establish and monitor KPIs linking commercial activity to outcomes.

Skills

Strategic partnership

Forecasting

Budgeting

Financial modeling

Performance analysis

Management reporting

Executive communication

Analytical thinking

Education

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

MBA or advanced degree is a plus

Tools

Workday

Adaptive Planning

Tableau

Job description

• Chartis is seeking a Director of Financial Planning & Analysis (FP&A) to join our Finance team
• This role will partner closely with senior leaders across the business to connect strategy, operations, and financial performance
• The Director will help shape business plans, lead forecasting and performance analysis, and provide insights that support growth, profitability, and sound decision-making
• This is an opportunity for a finance leader who enjoys working across functions, building trusted relationships, and turning complex data into clear business direction
• The ideal candidate brings strong analytical and financial planning capabilities, sound judgment, and the ability to influence leaders in a dynamic, growth-oriented environment
• Serve as a trusted finance partner to business and functional leaders, building a strong understanding of strategy, growth priorities, operating drivers, and financial performance
• Translate business priorities into financial targets, operating plans, and measurable outcomes
• Provide insights and recommendations related to growth, profitability, workforce planning, investments, and other key business decisions
• Support strategic and operational discussions with a balanced perspective on performance, talent, and long-term business goals
• Develop clear financial narratives that help leaders understand results, risks, opportunities, and required actions
• Lead financial planning and forecasting for supported areas, including revenue, profitability, headcount, and other key operating drivers
• Partner with leaders to develop annual budgets and longer-term financial plans aligned with strategic priorities
• Challenge assumptions thoughtfully and ensure plans reflect both opportunities and execution risks
Establish and monitor KPIs that connect commercial activity, delivery performance, workforce capacity, and financial outcomes
• Partner with leadership on initiatives to improve pricing, project economics, resource deployment, and overall profitability
• Help build a scalable finance business-partnering model as the organization continues to grow
• Partner across Finance, Accounting, Talent, Operations, and other functions to improve data quality, reporting, and decision-making
• Develop tools, frameworks, and performance metrics that support consistency while allowing for different business needs
• Coach and develop FP&A team members and contribute to a high-performing finance organization

Proven ability to operate as a strategic business partner and translate financial information into actionable insights Comfort working in a growing, evolving environment where processes and capabilities continue to mature Strong financial acumen with expertise in forecasting, budgeting, financial modeling, performance analysis, and management reporting Demonstrated ability to communicate effectively with senior executives and influence decisions without formal authority Strong analytical skills and the ability to synthesize complex information into clear executive-level insights Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field is required Strong commercial judgment and the ability to understand the operational drivers behind financial performance Experience supporting a multi-business, professional services, consulting, or other human-capital-intensive organization is preferred 8+ years of progressive experience in FP&A, strategic finance, corporate finance, consulting, or related roles, including meaningful experience partnering directly with business leaders Advanced proficiency with financial planning, reporting, and analytical tools, with experience in Workday, Adaptive Planning, Tableau, or similar platforms considered a plus MBA or other advanced degree is a plus