Remote Associate Director, FP&A & AI-Driven Growth

Atrium; Philadelphia (Philadelphia County); Remote; USD 120,000 - 140,000; Full time

Benefits offered by this job

Fully remote

Bonus 10-20%

Comprehensive benefits

AI-driven automation

Career growth

Job summary

Atrium, a rapidly growing, private equity-backed professional services firm specializing in intellectual property protection, seeks an Associate Director of FP&A to build and scale the global finance function.

This hands-on remote role will own forecasting, budgeting, financial reporting, and performance analytics across a multi-entity international business, leveraging AI tools like Claude to automate processes.

Qualifications

• 5+ years of FP&A, corporate finance, or a related financial planning and analysis function.
• Hands-on budgeting, forecasting, financial modeling, variance analysis, and management reporting.
• Demonstrated experience using AI tools, particularly Claude, to improve financial analysis, reporting, or workflow automation.
• Advanced Microsoft Excel skills and the ability to translate complex financial data into meaningful business insights.
• Strong financial reporting, analytical, problem-solving, and communication skills.
• Ability to work independently, manage competing priorities, and take ownership of projects in a fast-paced, evolving environment.
• Strong cross-functional collaboration skills, including the ability to partner with senior leadership and stakeholders across multiple departments.
• Comfort working with international teams and navigating complex, multi-entity business environments.

Responsibilities

• Own rolling forecast, annual budgeting, quarterly reforecasting, and scenario and sensitivity analysis.
• Develop and maintain integrated, driver-based financial models encompassing revenue, operating expenses, headcount, balance sheet, and cash flow.
• Prepare monthly management reporting packages, including financial performance, budget-to-actual analysis, KPIs, and actionable commentary for senior leadership and external stakeholders.
• Develop profitability reporting by client, service line, department, and geography to support strategic and operational decision-making.
• Partner with Sales leadership to improve revenue forecasting, pipeline visibility, bookings, customer retention, and sales performance reporting.
• Collaborate with Operations and other business leaders to establish meaningful KPIs, improve reporting consistency, and identify opportunities to enhance operational performance.
• Leverage Claude and other AI-enabled tools to automate data extraction, reconciliations, variance analysis, reporting commentary, and recurring financial reporting packages.
• Improve data integrity and consistency across financial and operational systems, helping establish reliable, standardized reporting processes.
• Partner with global Accounting teams to align financial reporting, month-end close data, and forecasting processes.
• Support pricing decisions, profitability analysis, investment evaluations, and financial assessments related to acquisitions and other strategic initiatives.
• Establish appropriate controls and review procedures for AI-assisted financial outputs, ensuring accuracy, reliability, and data security.
• Work closely with senior leadership to provide financial insights, support business planning, and drive continuous improvement across the finance function.
• Help build FP&A capabilities and scalable processes as the organization continues to grow.

Skills

FP&A experience

Budgeting

Forecasting

Financial modeling

Variance analysis

Management reporting

AI tools Claude

Excel skills

Cross-functional collaboration

International teams

Education

Bachelor's degree in Finance/Accounting/Economics

MBA, CPA, CFA or similar

Tools

NetSuite

Power BI

Tableau

Job description

Atrium, a rapidly growing, private equity-backed professional services firm specializing in intellectual property protection, seeks an Associate Director of FP&A to build and scale the global finance function.

This hands-on remote role will own forecasting, budgeting, financial reporting, and performance analytics across a multi-entity international business, leveraging AI tools like Claude to automate processes.