Strategic FP&A Director: Budgeting, M&A & Performance

Insight Global; Pasadena (CA); On-site; USD 150,000 - 230,000; Full time

Job summary

Insight Global is seeking a Director of Financial Planning and Analysis in Pasadena, CA. The role reports to the Vice President of Finance & Treasury and leads budgeting, forecasting, reporting, and strategic financial planning for the organization and its subsidiaries.

The candidate will partner with department heads and executives to drive performance, enhance transparency, and support strategic initiatives, including M&A due diligence and integration planning.

Qualifications

• Bachelor’s degree required in business administration, Finance and Accounting, Statistics, or related field.
• 5+ years’ experience interacting with executive leadership (VP level and above).
• 8+ years’ experience managing capital and operational budgets.
• 8+ years management and leadership experience.
• Advanced Excel and PowerPoint; ability to build complex financial models and executive-ready presentations.

Responsibilities

• Lead annual budgeting and quarterly forecasting aligned with strategic goals.
• Prepare financial reporting packages for senior management, investors, and board presentations.
• Conduct performance analysis, KPI tracking, variance analysis, and ROI evaluations on major capital projects.
• Oversee cash flow forecasting and capital planning to maintain liquidity and support investments.
• Provide leadership for M&A activity, including modeling, due diligence, and integration planning.
• Develop and maintain financial models and planning tools to inform decisions and growth.

Skills

Excel & PowerPoint

Financial modeling

Dashboards

Variance analysis

Education

Bachelor’s degree in business administration, Finance and Accounting, Statistics, or related field

Tools

Cognos TM1/Planning Analytics

Power BI

Job description

Insight Global is seeking a Director of Financial Planning and Analysis in Pasadena, CA. The role reports to the Vice President of Finance & Treasury and leads budgeting, forecasting, reporting, and strategic financial planning for the organization and its subsidiaries.

The candidate will partner with department heads and executives to drive performance, enhance transparency, and support strategic initiatives, including M&A due diligence and integration planning.