Director of FP&A

Platform Accounting Group; Holladay (MS); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Advancement opportunities

Training & development

Competitive compensation

401(k) and medical benefits

Continuing education

Job summary

Platform Accounting Group is seeking a Director of FP&A to guide financial planning and analytics across its network of 50+ entities. The role collaborates with multiple departments to provide insights for performance improvement and strategic decision-making.

You will own budgeting, forecasting, long-range planning, and monthly closings, develop models, track KPIs, and present analyses to senior leadership.

Qualifications

• 8+ years of progressive Finance/FP&A experience.
• Experience in a private equity portfolio company is a major plus.
• Experience with budgeting, forecasting, month-end close, and reporting.

Responsibilities

• Financial point of contact for stakeholders across subsidiaries.
• Create financial models including forecasting, budgeting, and long-range planning.
• Partner with cross-functional teams to support month-end close and variance analysis.
• Analyze monthly results and provide risk and opportunity assessments.
• Refine data systems to track performance and provide reporting insights.
• Develop KPIs to track growth initiatives and profitability.

Skills

FP&A

Budgeting

Forecasting

Month-end close

Financial modeling

Tools

NetSuite

Job description

Description

Due to continuing growth, we are seeking a Director of FP&A to join our team. The Director of FP&A will assist in analyzing financial data to guide business strategies and financial planning across Platform's entire network of 50+ entities. This role requires cross-functional collaboration with multiple departments across the organization.

Who we are:

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and their owners. We currently have 50+ offices across 15+ States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority.

What you will do:

• Financial point of contact for key stakeholders across multiple subsidiaries/functions - providing guidance on performance, pricing, KPIs and ad-hoc analytics
• Create financial models, including forecasting, budgeting, and long-range planning to support decision-making.
• Partner with extended finance & cross-functional teams to support month-end close, performance review, variance analysis on actuals vs. budgets.
• Analyze monthly results and/or trending data to support the monthly estimate and include risk and opportunity assessments.
• Refine data systems and tools to track performance, provide reporting solutions and enhance operational insights.
• Develop key highlights/KPIs to track growth initiatives and identify areas of improvements in profitability and cost productivity.
• Build outstanding and effective relationships with cross-functional teams and different business subsidiaries.
• Managing annual Budgeting, Forecasting, and long-range financial planning process
• Presenting to senior management, directors, and other key leadership figures
• Analyzing past financial performance, prepare competitor analysis, and examine market trends along with commentary for management.
• Providing financial insights and projections to the accounting team

What we look for:

• 8+ years of progressive experience and demonstrated growth in Finance/FP&A positions.
• Experience in a private equity portfolio company is a major plus
• Experience working in a fast-growing company with multiple subsidiaries and business lines.
• Self-driven with proven ability to collaborate with multiple stakeholders in making process improvements and implementation of new operational processes.
• Strong FP&A experience in budgeting, forecasting, month end close, reporting, and advanced financial modeling skills.
• High degree of project organization and efficiency with demonstrated attention to details
• Superior analytical and problem-solving skills with a focus on attention to detail while delivering against tight deadlines.
• Strong track record of maintaining relationships and communicating with a wide range of partners.
• Ability to prioritize workload and manage multiple projects and tasks to best support company strategic initiatives and long-term targets.
• Keen attention to detail working with large data sets.
• Experience with NetSuite and NetSuite Planning and Budgeting a plus

What we offer:

• Opportunity for advancement within a rapidly growing professional services firm
• Ongoing informal and formal training and development
• Competitive compensation
• 401(k) and medical benefits
• Firm sponsored continuing education.