Senior FP&A Director for Growth & Strategy

Platform Accounting Group; Holladay (UT); On-site; USD 180,000 - 230,000; Full time

Benefits offered by this job

401(k) and medical benefits

Firm sponsored continuing education

Job summary

Platform Accounting Group is seeking a Director of Financial Planning & Analysis to build and lead a disciplined FP&A function across a rapidly growing, multi-entity professional services platform. Reporting to the CFO, this leader will own enterprise planning, forecasting, performance management, and decision support.

This hands-on leadership role will establish scalable processes in a fast-paced acquisition environment, collaborating with executives and business-unit leaders to drive

Qualifications

• Bachelor’s degree in finance, accounting, economics, business, or a related field; MBA, CPA, or other relevant advanced credential preferred.
• 10+ years of progressive finance experience, including significant FP&A leadership responsibility in a complex, multi-entity organization.
• Experience in a private equity-backed portfolio company, acquisitive business, or other high-growth environment strongly preferred.
• Demonstrated ownership of budgeting, forecasting, long-range planning, management reporting, cash flow forecasting, and executive decision support.
• Advanced financial modeling skills, including integrated financial statements, scenario analysis, investment returns, and acquisition models.
• Experience supporting Boards, private equity sponsors, lenders, and senior executives with concise, decision-oriented analysis.
• Strong understanding of GAAP financial statements and the ability to partner effectively with Accounting without duplicating controllership responsibilities.
• Experience with NetSuite and Adaptive preferred; strong Excel and presentation skills required; business intelligence experience is a plus.
• Professional services, multi-site, or people-based business experience preferred.

Responsibilities

• Own the annual budget, periodic reforecast, monthly outlook, and long-range financial planning processes, including an integrated income statement, balance sheet, cash flow, and partner with the Treasury Team and CFO on the longer-term capital plan.
• Establish planning calendars, assumptions, templates, review standards, and accountability across business units and functions.
• Develop driver-based financial models for revenue, utilization, pricing, headcount, compensation, operating expenses, and profitability.
• Create scenario and sensitivity analyses that quantify risks, opportunities, investment requirements, and potential returns.
• Maintain a rolling forecast that incorporates current performance, acquisition activity, business trends, and management actions.

Job description

Platform Accounting Group is seeking a Director of Financial Planning & Analysis to build and lead a disciplined FP&A function across a rapidly growing, multi-entity professional services platform. Reporting to the CFO, this leader will own enterprise planning, forecasting, performance management, and decision support.

This hands-on leadership role will establish scalable processes in a fast-paced acquisition environment, collaborating with executives and business-unit leaders to drive