Job Description:About the PositionLocation: Remote, U.S.
Experience: 12+ years of progressive FP&A experience, including
3+ years in a leadership roleApplication Deadline: July 31, 2026
Applications may be submitted via the 'Apply' button above.
We are seeking a
strategic, hands-on Director/Head of FP&A to build and lead a best-in-class financial planning function in a high-growth
IT / Managed Services environment.
Reporting directly to the CFO, this role will serve as a
key business partner to the executive team, driving financial strategy, performance insights, and operational rigor across the organization. This is a highly visible leadership role with direct exposure to the
Board and investors.Ideal candidates bring deep experience in
technology or services-based business models, ideally within a
private equity-backed company, and are comfortable operating in a
fast-paced, global environment.Primary ResponsibilitiesStrategic Leadership & Executive Partnership- Serve as a trusted advisor to the CFO and executive team, delivering data-driven insights that influence key decisions
- Lead financial strategy, aligning planning efforts with company growth and value creation goals
- Translate complex financial data into clear, actionable recommendations for leadership
FP&A & Business Performance- Own the end-to-end budgeting, forecasting, long-range planning processes, and monthly/quarterly reporting
- Develop and maintain driver-based financial models (revenue, gross margin, profitability, cash flow)
- Lead variance analysis and performance tracking, holding business partners accountable to targets
- Analyze resource utilization metrics (billable vs. non-billable) to optimize productivity and reduce revenue leakage
Cross-Functional Business Partnership- Partner with Sales, Delivery, and Marketing to drive revenue growth and margin improvement
- Support pipeline forecasting, conversion analysis, and pricing strategies, including large multi-year deals
- Provide financial leadership for cost optimization initiatives, capital allocation, and M&A activities
Team Leadership & Build-Out (Critical)- Build, scale, and lead a high-performing FP&A team
- Establish best practices, processes, and operating cadence across the function
- Foster a culture of accountability, continuous improvement, and analytical excellence
- Partner closely with Controllership to ensure accurate and timely reporting
Data, Systems & Analytics- Drive adoption of FP&A tools, automation, and advanced analytics
- Improve data infrastructure to enable real-time, decision-ready insights
Board & Investor Engagement- Own preparation of financial presentations, Board decks, investor reporting, and lender materials
- Support due diligence and corporate development initiatives
Required Qualifications- Bachelor's degree in Finance, Accounting, or related field (MBA/CPA/CFA preferred)
- 12+ years of progressive FP&A experience, including 3+ years in a leadership role
- Proven experience building and scaling an FP&A function and team in a technology, services, or managed services environment (required)
- Strong experience with services-based business models (e.g., utilization, project-based revenue, margin optimization)
- Advanced financial modeling and forecasting expertise, with full ownership of forecasting, variance analysis, and performance accountability
- Ability to turn data into actionable insights that influence business decisions and outcomes (not just reporting)
- Strong executive presence with the ability to influence senior leadership and present to the Board
- Experience operating in a fast-paced, global, and dynamic environment
- Experience with financial systems and analytics platforms (e.g., Domo, NetSuite, Workday, Power BI, etc.)
- Strong Excel skills and exposure to AI-based tools
Preferred Qualifications- Experience in a private equity-backed company
- Experience partnering deeply with Sales organizations on pricing, pipeline, and deal structuring
Why This Role?- High-impact role with direct CFO and Board exposure
- Opportunity to build and scale FP&A from a leadership level
- Work in a growth-oriented, PE-influenced environment
- Shape financial strategy in a dynamic, services-driven business
Compensation & Benefits- $175,000 annually, commensurate with depth of FP&A experience
- Comprehensive health, dental, vision, and defined contribution retirement plan benefits
- Paid time off and holidays (in accordance with local law)
- Professional development opportunities
- Collaborative work environment with global exposure
AML RightSource, LLC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
AI Screening NoticeAML RightSource may use AI tools to support candidate screening; however, all hiring decisions are made through human review. 
