Director of Financial Planning and Analysis

Cherry Bekaert Recruiting & Staffing Services

Tysons (VA)

On-site

USD 198,000 - 242,000

Full time

14 days+

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Job summary

Cherry Bekaert Recruiting & Staffing Services is seeking a Director of Financial Planning and Analysis for a thriving technology company in Tysons, Virginia. This role is in an office environment and involves building the FP&A function from the ground up.

The ideal candidate will bring over 7 years of experience in FP&A or corporate finance, exhibit strong ownership and technical skills, and be comfortable using AI tools. The position offers a salary of around $220k, plus bonus and equity.

Qualifications

  • 7+ years of experience in FP&A, transaction advisory, corporate finance, or audit.
  • Strong technical capabilities including advanced Excel and financial modeling.
  • Familiarity with SaaS metrics like ARR, churn, and CAC.

Responsibilities

  • Partner with the VP of Finance to deliver the annual budget and forecasts.
  • Build and evolve financial models and performance metrics.
  • Collaborate cross-functionally with various teams for financial clarity.

Skills

Advanced Excel
Financial modeling
Scenario analysis
Data analytics
SQL
FP&A platforms
SaaS metrics

Education

MBA or CPA

Tools

BI tools

Job description

We are performing a search for a Director of Financial Planning and Analysis for a fast growing technology company in Northern Virginia. This is an in office work environment. This individual will help establish and build out the FPA function. Client is looking for someone who is forward thinking and has experience using AI tools. Experience with SAAS or recurring revenue required. Salary around 220k plus bonus and equity. This is a one person shop to start so candidates must be hands on. If interested please reach out to me at marc.zeid@cbh.com

Responsibiliti
  • esPartner with the VP of Finance to deliver the annual budget, quarterly forecasts, and long-range plan — owning key modeling, analysis, and insight responsibiliti
  • esBuild and evolve financial models and performance metrics to enable forecasting and insights across revenue growth, unit economics, customer behavior, pricing, and other core business drive
  • rsExecute monthly and quarterly financial reporting, variance analysis, KPI tracking, and narrative commentary for leadership and operatio
  • nsCollaborate cross-functionally with Sales, Marketing, Planning, Product, Operations, and Engineering to gather assumptions, stress-test plans, and provide financial clari
  • tyStreamline and automate FP&A workflows, tools, and reporting infrastructure to improve efficiency and scalabili
  • tySupport fundraising, board materials, due diligence, and other strategic finance initiatives as need
Qualificat
  • ions7+ years of experience in FP&A, transaction advisory, corporate finance, or audit (Big 4 or sim
  • ilarMBA, CPA, or similar credential prefe
  • rredStrong technical capabilities — advanced Excel, financial modeling, and scenario analysis; experience with BI tools, data analytics, SQL, and FP&A platforms (Adaptive, Vena, Pigment, Datarails, etc.) is a
  • plusSolid accounting fundamentals with a strong command of P&L, balance sheet, and cash flow dyn
  • amicAbility to distill detailed financial models into clear business insights and executive narra
  • tiveStrong ownership mindset — proactive, comfortable with ambig
  • uityFamiliarity with SaaS metrics (ARR, churn, cohorts, CAC, LTV) and/or startup experience a
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