Position Overview:
We are seeking a detail-oriented and driven FP&A Director who thrives in an analytics-heavy, fast-paced environment. The ideal candidate will be a master of bridging large data sets with actionable financial insights, ensuring the highest levels of accuracy for audit and compliance purposes. You will be responsible for analyzing financial data, building robust forecasting models, and providing recommendations that drive strategic decisions.
Key Responsibilities:
- Data Analysis & Reporting: Conduct detailed financial analysis to evaluate key performance metrics and trends, ensuring the accuracy and integrity of financial data across multiple business units. Own the monthly close Book used to communicate results and analysis to Executive leadership, Board and Investors.
- Financial Forecasting & Modeling: Build, refine, and maintain sophisticated financial models and forecasting tools that align with business objectives and growth strategies.
- Budgeting: Lead the budgeting process by integrating financial trends, market conditions, and strategic objectives to ensure budgets are realistic and aligned with business goals.
- Data Bridging & Integration: Collaborate across departments to link financial data with operational and performance metrics, ensuring seamless integration and actionable insights.
- Audit-Level Accuracy: Prepare and review financial statements, reports, and metrics to ensure compliance with auditing standards and maintain a high level of accuracy in all financial documentation.
- Strategic Financial Support: Provide strategic insights to executives and department heads to guide business planning and decision-making processes based on data-driven analysis.
- Pricing and Sales Support: Provide ad hoc support as required to support sales transaction profitability evaluation.
- M&A: Support due diligence efforts when necessary.
- Continuous Improvement: Drive the adoption of best practices in financial data analytics and reporting. Evaluate and introduce innovative AI Data enabled tools/technologies to automate analysis and forecasting to include insights from the data sets.
Qualifications:
- Bachelor's degree in finance, Accounting, Economics, or a related field
- MBA is highly preferred
- Minimum 3-5 years of experience specifically in FP&A, financial modeling, or data analysis, preferably in the tech, managed services and/or professional services industry.
- Strong proficiency in financial modeling, forecasting, and budgeting, with a keen understanding of data bridging techniques.
- Expert-level proficiency in Microsoft Excel (Advanced formulas, pivot tables, macros, etc.), and familiarity with data visualization tools such as Power BI, Tableau, or similar.
- Ability to effectively utilize AI tools such as Claude to repetitively produce desired outcomes.
- Proven experience with ERP and financial systems (e.g., NetSuite, Oracle, MS Dynamics) and the ability to integrate data from different platforms.
- Strong analytical skills with the ability to synthesize large datasets into clear, actionable insights.
- Attention to detail with an audit-level approach to financial data accuracy and reporting.
- Excellent communication skills, with the ability to convey complex financial concepts to non-financial stakeholders, executives and investors.
- Ability to work independently, manage competing priorities, and meet deadlines in a fast-paced environment.
WHAT'S IT LIKE TO WORK AT FRESCHE?
Visit our Website and Apply Today: https://freschesolutions.com/careers/
FOLLOW US ON: LinkedIn: https://www.linkedin.com/company/fresche-solutions
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