Job DescriptionWe are seeking a highly analytical, strategic, and technology-forward
Director of Financial Planning, Reporting & Analysis to lead the company's financial planning, forecasting, reporting, and business intelligence functions. This leader will serve as a trusted advisor to executive leadership by transforming financial and operational data into actionable insights that drive business performance and strategic decision-making.
The ideal candidate combines
strong FP&A leadership with deep
analytical capabilities, leveraging modern data platforms, automation, and AI technologies to improve forecasting accuracy, reporting efficiency, and organizational decision-making. This role will lead the evolution of our reporting and analytics capabilities while building and developing a high-performing finance team.
Here are the core functions, responsibilities, and expectations for this roleFinancial Planning & Forecasting:- Lead the company's annual budgeting, monthly forecasting, and long-range planning processes.
- Develop and maintain complex financial models to support business planning, resource allocation, and strategic initiatives.
- Analyze financial performance, identify key trends and drivers, and provide actionable recommendations to senior leadership.
- Partner with departmental leaders to establish financial targets and improve accountability against operating plans.
- Evaluate risks and opportunities and communicate business impacts to executive leadership.
- Financial Reporting & Performance Management
- Establish forecast governance processes, planning standards, and accountability mechanisms that improve forecast accuracy, transparency, and ownership across all functional areas.
- Own the preparation and delivery of monthly, quarterly, and annual management reporting packages.
- Develop executive dashboards and KPI frameworks that measure financial and operational performance.
- Drive variance analysis and root-cause investigations across revenue, expenses, cash flow, and profitability metrics.
- Support Board, investor, and executive-level reporting with insightful analyses and business commentary.
- Ensure reporting consistency, integrity, and transparency across the organization.
Data Analytics & Business Intelligence:- Lead the development of scalable reporting and analytics solutions utilizing Snowflake, Sigma, Power BI, or similar platforms.
- Collaborate with Finance, Revenue Operations, Data, and Technology teams to establish a single source of truth for business reporting.
- Create advanced financial and operational analyses that identify trends, opportunities, and performance improvement initiatives.
- Drive data governance and financial data quality initiatives across reporting systems.
AI, Automation & Finance Transformation:- Champion the adoption of AI and automation within finance processes and reporting workflows.
- Identify opportunities to streamline budgeting, forecasting, management reporting, and analytical processes through automation and machine learning capabilities.
- Lead projects that reduce manual effort, improve reporting speed, and enhance forecasting accuracy.
- Evaluate emerging finance technologies and develop business cases for future investments in analytics and AI solutions.
Leadership & Team Development:- Lead and scale the FP&A, reporting and analytics function, establishing the organizational structure, processes and talent capabilities to support continued company growth.
- Build, lead, and develop a high-performing FP&A and reporting team.
- Establish clear goals, development plans, and performance expectations for team members.
- Foster a culture of analytical rigor, curiosity, accountability, and continuous improvement.
- Provide mentorship and coaching to finance professionals and future leaders.
- Collaborate cross-functionally to strengthen financial acumen throughout the organization.
Strategic Business Partnership:- Act as a strategic advisor to executive leadership and department heads.
- Support business cases, pricing initiatives, investment decisions, and strategic planning efforts.
- Drive cross-functional initiatives focused on growth, profitability, operational efficiency, and scalability.
- Participate in M&A evaluations, due diligence activities, and post-acquisition integration planning as needed.
More information about this role:- This is a full-time position, working in a hybrid model, and reporting to our Scottsdale office at least 3-4 days a week.
- The targeted compensation package for this role is between USD $190K and $210K per annum, subject to internal equity and years of experience. We may make further adjustments through an approval process if the targeted compensation range needs to be modified based on business needs and market trends.
QualificationsEducation:- Bachelor's degree in Finance, Accounting, Economics, or a related field required.
- MBA or advanced business degree strongly preferred.
- CPA, CMA, or other relevant professional certifications are a plus.
Experience:- Minimum of 10 years of progressive finance experience, including FP&A, financial reporting, and business analysis responsibilities.
- Experience with budgeting, forecasting, and strategic planning processes.
- Experience building and managing finance or analytics teams.
- Proven track record of improving reporting capabilities through automation and process transformation.
- Experience supporting executive leadership and presenting insights to senior stakeholders.
Ideal Candidate Profiles, Talents, and Desired Qualifications:Technical Skills:- Advanced financial modeling and analytical skills.
- Strong knowledge of financial reporting, budgeting, forecasting, and KPI development.
- Hands-on experience with Snowflake, Sigma, Power BI, Tableau, or similar analytics platforms.
- Experience with ERP systems such as NetSuite, Oracle, SAP, or equivalent.
- Advanced Excel and data manipulation skills.
- Demonstrated experience implementing AI-enabled analytics, forecasting, or reporting solutions.
Personal Attributes:- Strategic thinker with strong business acumen.
- Exceptional analytical and problem-solving abilities.
- Strong communication and executive presentation skills.
- Ability to influence decisions through data-driven insights.
- Change agent who embraces innovation and continuous improvement.
- Results-oriented leader who thrives in a fast-paced, growth-focused environment.
Additional InformationVideos To Watchhttps://www.youtube.com/watch?v=R2zvMKayp8I
