Director of Financial Planning and Analysis

Connect Search, LLC; Stamford (CT); Hybrid; USD 150,000 - 200,000; Part time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A professional staffing firm is seeking a Director of Financial Planning and Analysis to lead finance transformation initiatives. The role focuses on automating reporting processes, enhancing financial data governance, and implementing robust financial systems. Candidates should have over 15 years of relevant experience, preferably within the asset management sector, with expertise in ERP-EPM systems such as OneStream. This contract position offers a hybrid work model based in Stamford, CT, with a competitive benefits package.

Qualifications

• Proven success redesigning financial processes and implementing automation.
• Deep experience in forecasting, budgeting, and variance analysis.
• Strong knowledge of financial data architecture.

Responsibilities

• Lead assessments of FP&A and reporting processes to identify automation gaps.
• Architect automated integrations for accurate financial forecasts.
• Drive urgency, accountability, and results in finance transformations.

Skills

Financial planning & analysis

Data governance

Automation of reporting

ERP-EPM integration

Stakeholder management

Education

15+ years in FP&A or finance transformation roles

CPA preferred

Tools

OneStream

D365

Job description

Director of Financial Planning and Analysis

Our client, a HNI family office with a heavy concentration within their portfolio of SaaS companies, is looking for a proven Director of FP&A Transformation to lead a high-priority, enterprise-wide finance transformation initiative. This is a hands‑on, high‑impact interim role focused on modernizing FP&A reporting architecture, data flows, and financial processes across ERP, EPM, and adjacent systems.

This leader will assess current‑state FP&A and accounting processes, design scalable future‑state workflows, and deliver fully automated, integrated financial reporting across D365, OneStream, Coupa, Workday, and the broader data ecosystem. The role requires deep FP&A expertise, strong accounting fundamentals, and proven experience driving system‑enabled transformation under aggressive timelines.

Key Responsibilities

FP&A & Process Transformation

• Lead end‑to‑end assessment of current FP&A and reporting processes, identifying gaps in automation, controls, and data governance
• Re‑engineer workflows across actuals, close, forecast, budget, allocations, and management reporting
• Design and implement a standardized FP&A operating model aligned with Accounting and Data teams

Reporting & Forecasting Automation

• Architect automated integrations from D365 to OneStream for actuals, forecasts, budgets, allocations, and KPIs
• Drive a targeted 90%+ reduction in manual FP&A processes
• Standardize metadata, hierarchies, and dimensions across AOP, forecast, and management reporting

Data Governance & Controls

• Establish enterprise ownership of financial data and clarify accountability across FP&A, Accounting, and Data Engineering
• Build a robust data control framework covering data quality, transformation rules, reconciliations, and exception management
• Define and operationalize a Data Stewardship model to maintain metadata integrity and governance

OneStream Optimization

• Redesign OneStream cubes, dimensions, workflows, and consolidation logic
• Enhance driver‑based forecasting, segmentation analysis, and executive dashboards
• Shorten the close‑to‑report cycle by at least two business days while improving data accuracy

Expense, Allocation & Performance Management

• Automate expense analysis and allocation models across entities, departments, and business lines
• Align dashboards and KPIs directly to Annual Operating Plan (AOP) targets
• Deliver automated AOP vs. Actual vs. Forecast reporting for executive leadership

Cross‑Functional Leadership

• Act as the integration point between FP&A, Accounting, ERP, Data, and Reporting teams
• Translate complex system and data concepts into clear insights for senior stakeholders
• Drive urgency, accountability, and results in a fast‑moving environment

Success Metrics

• Fully automated ERP‑to‑EPM integrations with minimal manual intervention
• Standardized, governed dimensional models across FP&A and Accounting
• Accelerated close and reporting timelines
• Reliable, executive‑ and investor‑grade reporting tied to AOP performance

Qualifications

• 15+ years in FP&A, financial systems, or finance transformation roles
• Strong accounting foundation; CPA preferred
• Deep experience in forecasting, budgeting, variance analysis, and multi‑entity reporting
• Hands‑on expertise with OneStream (preferred) or Hyperion, Tagetik, or Anaplan
• Proven success redesigning processes and implementing automation and controls
• Asset management industry experience required
• Strong ERP‑EPM integration and financial data architecture knowledge
• Executive‑level communication and stakeholder management skills

Who This Role Is For

• A hybrid FP&A and systems leader who thrives on transformation and automation
• Someone who can quickly assess complexity and deliver scalable solutions
• A builder who eliminates manual work and elevates data integrity

Seniority level

Director

Employment type

Contract

Job function

Finance

Benefits

• Medical insurance
• Vision insurance
• 401(k)

Location

Stamford, CT (Hybrid – 3 days onsite / 2 days remote)