Director of FP&A

Platform Accounting Group; Holladay (UT); On-site; USD 120,000 - 180,000; 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 across 50+ entities. You will analyze financial data, model forecasts, and collaborate with multiple departments to shape strategy and performance insights.

The role requires leading budgeting, forecasting, and long-range planning, with close partnership to the accounting team and senior management. A strong analytical mindset and cross-functional communication are essential.

Qualifications

• 8+ years of progressive Finance/FP&A experience.
• Experience with private equity portfolio company is a major plus.
• Experience in fast-growing company with multiple subsidiaries and business lines.
• Strong FP&A skills including budgeting, forecasting, month end close, reporting, and advanced financial modeling.
• High degree of project organization and attention to detail.

Responsibilities

• Serve as financial point of contact for stakeholders across subsidiaries/functions and provide guidance on performance, KPIs and ad-hoc analytics.
• Create financial models including forecasting, budgeting, and long-range planning to support decision-making.
• Partner with extended finance and cross-functional teams to support month-end close, performance review, and variance analysis.
• Analyze monthly results and trends to support monthly estimates and assess risks and opportunities.
• Refine data systems and tools to track performance and enhance reporting and insights.
• Develop highlights/KPIs to track growth initiatives and profitability improvements.
• Build strong relationships with cross-functional teams and different subsidiaries.
• Manage annual budgeting, forecasting, and long-range planning process.
• Present to senior management and directors.
• Analyze past financial performance, prepare competitor analysis, and examine market trends with management commentary.
• Provide financial insights and projections to the accounting team.

Skills

FP&A leadership

Budgeting & Forecasting

Financial modeling

Month-end close

Variance analysis

Cross-functional collaboration

NetSuite

Data analysis

Tools

NetSuite

NetSuite Planning

Job 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.

Job Type

Full-time

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.