Financial Planning & Analysis Director

Aspen Technology, Inc.; Town of Bedford (NY); On-site; USD 147,000 - 184,000; Full time

Benefits offered by this job

Bonus eligibility

Comprehensive benefits package

Job summary

AspenTech is seeking a Director of FP&A to partner with the executive team, lead long-term financial planning, and drive accurate financial projections. You will own model development, scenario analysis, and reporting across the organization, ensuring data-driven decisions.

The role requires strong financial modeling skills, advanced Excel and PowerPoint proficiency, and experience with Hyperion tools. Base compensation is substantial with bonus eligibility and a comprehensive benefits package.

Qualifications

• MBA degree is highly valued; CPA and/or CFA qualification a plus.
• 5+ years of relevant experience with financial projections and business modeling.
• Experience translating business operations into financial models.
• Strong organizational skills and attention to detail.

Responsibilities

• Act as a trusted advisor to the VP FP&A and collaborate with the executive team.
• Partner with business leaders to evaluate initiatives and incorporate financial impacts.
• Maintain long-term financial projection models (income statement, balance sheet, cash flow).
• Direct process and system changes to capture, analyze, and report revenue and non-GAAP metrics.
• Prepare numerical and graphical analyses comparing budgets, forecasts and prior periods.
• Coordinate Board and leadership presentation materials and schedules.
• Mentor FP&A team members and set strategic direction.
• Design and produce ad-hoc reports and analyses.

Skills

Financial modeling

Excel

PowerPoint

Strategic thinking

Communication

Collaboration

Education

MBA

Bachelor's degree in Business Administration, Finance, or Accounting

CPA

CFA

Tools

Adaptive Financial Planning

Hyperion Planning

Hyperion Financial Management (HFM)

Excel

PowerPoint

Job description

The driving force behind our success has always been the people of AspenTech. What drives us, is our aspiration, our desire and ambition to keep pushing the envelope, overcoming any hurdle, challenging the status quo to continually find a better way. You will experience these qualities of passion, pride and aspiration in many ways — from a rich set of career development programs to support of community service projects to social events that foster fun and relationship building across our global community.

The Role Reports to: Vice President, Financial Planning & Analysis

The Financial Planning & Analysis (FP&A) group is responsible for budgeting, forecasting, long-term financial planning, and strategic business analysis for the global AspenTech business. Reporting to the Vice President of FP&A, the Director of FP&A is a trusted business partner who regularly interfaces with the executive team. This role will have responsibility for business partnerships across the organization, and will coordinate financial analysis, modeling, forecasting, and reporting efforts to ensure efficient financial operations. The role requires an understanding of the technical solutions employed to produce actionable financial information and will own many components of our FP&A platform administration and enhancements. The role is demanding, deadline driven, and has significant business impact. It has strong visibility and connectivity throughout the global AspenTech organization and provides a tremendous opportunity for a candidate aspiring to elevate their career within FP&A.

Your Impact

• Act as a trusted advisor to the VP FP&A and actively collaborate with the AspenTech executive team
• Partner with business leaders to evaluate critical initiatives and incorporate financial impacts into long-term financial plans
• Maintain long-term financial projection models (including income statement, balance sheet, and cash flow); refine calculations to incorporate changes in accounting rules and business plans; integrate the models with operating data
• Direct process and system changes necessary to accurately capture, analyze, and report revenue and non-GAAP financial measures used in managing the business
• Prepare comprehensive and insightful numerical and graphical analyses of comparative results to budget, forecast, and prior periods
• Coordinate the production of presentation material and required schedules for Board Meetings, Presidents’ Councils, Financial Reviews, and Profit Reviews
• Mentor other members of the FP&A organization and help set the strategic direction of the group
• Design and produce ad-hoc reports and analysis as required

What You'll Need

• University degree in Business Administration, Finance, or Accounting
• MBA degree is highly valued; CPA and/or CFA qualification a plus
• 5+ years of relevant experience including demonstrated experience with the assessment, design, and development of financial projections and business modeling
• Proven success in technical aspects of business operations modeling and the ability to translate business operations into internally consistent financial models
• Exceptional organization skills and focused attention to detail with high standards for quality and accuracy of work product
• Excellent written and verbal communication skills with the ability to synthesize complex information and present succinctly to collaborators at all levels
• Keen eye for business coupled with a proven understanding of accounting and finance principles
• Collaborative demeanor with a track record of forming relationships and partnering across geographies and functions
• Proven ability to successfully handle multiple deliverables and changing priorities
• Expertise with Microsoft Excel and PowerPoint; Experience with Adaptive Financial Planning, Hyperion Financial Management (HFM), and Hyperion Planning a plus

#LI-DW1

The salary range for this role is $146,900.00 - $183,600.00. This range represents what we in good faith believe is the range possible for base compensation for this role at the time of this posting. We may ultimately pay more or less than the posted range based on several factors. This range may be modified in the future. This role is also eligible for bonus or variable incentive pay. Additionally, we offer a comprehensive benefits package including paid time off, charitable giveback day, medical/dental/vision insurance, and retirement benefits to eligible employees.

AspenTech is a global software leader helping industries meet the increasing demand for resources from a rapidly growing population in a profitable and sustainable manner. Our Digital Grid Management software suite, including AspenTech OSI products, helps power and utilities companies achieve superior real-time control, optimization and management for exceptional performance of complex energy networks. If you're looking to make a difference every day and push the limits of performance, AspenTech is doing things no one else thought was possible. As a leading industrial software partner, we help companies all over the world run safer, greener, longer and faster. With over 3700 employees and more than 60 global locations, AspenTech is meeting today's sustainability and business challenges head-on with unmatched expertise, cutting-edge AI-powered technology and a passion to innovate.

AspenTech is an Equal Opportunity/Affirmative Action employer. AspenTech does not discriminate against employees or applicants on the basis of age, race, color, religion, creed, ancestry, sex, sexual orientation, gender identity or expression, pregnancy or related conditions, marital status, familial status, national origin, disability, medical condition, genetic information, citizenship, military service or protected Veteran Status or any other basis protected by applicable federal, state, or local law.

Reasonable Accommodation: We will provide reasonable accommodations to qualified individuals who have a disability or sincere religious reasons to request accommodation, when necessary to enable the individual to participate in the job application or interview process. If you wish to request an accommodation, please contact us at [e-mail].

GDPR Privacy Notice: AspenTech collects a range of personal information during the recruitment process. This may include the following personal or special categories of personal data: recruitment information such as your application form and resume, references, qualifications and membership of any professional bodies and details of any pre-employment assessments; your contact details and date of birth; your gender; your marital status and family details; your identification documents including passport and driver's license and information in relation to your immigration status and right to work with us; information about your contract of employment (or services) including start and end dates of employment, role and location, working hours, details of promotion, salary (including details of previous remuneration), pension, benefits, and holiday entitlement; your racial or ethnic origin; any criminal convictions and offences.

AspenTech Security and Privacy Policy Plan Participants Enrolled in the AspenTech US Medical Plans: The Transparency in Coverage Final Rules require certain group health plans to disclose on a public website information regarding in-network provider rates and historical out-of-network allowed amounts and billed charges for covered items and services in two separate machine-readable files (MRF’s). The MRF’s for the benefit package options under AspenTech’s US Employee Benefit Plan are linked below: Transparency in Coverage Rule - Machine Readable Files Transparency In Coverage Rule And Consolidated Appropriations Act Overview and FAQS