Job Type
Full-time
Description
Job SummaryThe Director of Financial Planning & Analysis will own and lead the Company's financial planning, forecasting, performance management and strategic financial analysis. Reporting to the CFO, this hands-on role will partner closely with executive and functional leadership to deliver actionable financial insights, drive operating performance, and support EBITDA growth, cash flow, and value creation.
Roles & Responsibilities:- Financial Planning & Forecasting: Lead the annual budgeting, forecasting and long-range planning processes; develop driver-based forecasts and provide clear visibility into financial performance, risks and opportunities.
- Financial Modeling: Develop and maintain complex financial models, including driver-based models, scenario analyses and project profitability models, to support strategic decision-making and investment decisions.
- Performance Management & Analytics: Develop, track and report KPIs tied to revenue growth, profitability and operating efficiency; analyze key business and operational drivers and clearly communicate performance, trends, risks and opportunities to leadership.
- Business Partnership: Serve as strategic finance partner to functional and department leaders in Sales, Operations, Product and Technology, to optimize resource allocation, evaluate investment decisions and drive operational efficiency.
- Financial Reporting & Analysis: Lead monthly financial performance analysis, including budget/forecast variances, business drivers and forward-looking risks and opportunities; partner with Accounting to ensure alignment between financial results and management reporting.
- Pricing & Gross Margin Analysis: Lead pricing and gross margin analysis across clients, service lines, and offerings; develop actionable insights into pricing, utilization, delivery costs, and other margin drivers; partner with Sales and Operations to identify and execute opportunities to improve profitability.
- Mergers & Acquisitions: Lead financial due diligence for acquisitions and divestitures; build and validate deal models; partner with legal, tax, and operations through transaction execution; and own post-close financial integration, including synergy identification, tracking, and realization against the investment case.
- Private Equity & Executive Reporting: Prepare board decks, lender packages, and private equity sponsor reporting.
Requirements
- Bachelor's degree in Finance, Accounting or related field required; advanced degree preferred.
- CPA, MBA or other relevant advanced qualification preferred.
- 8+ years of progressive FP&A experience, including experience operating at a senior level and partnering directly with executive leadership.
- Experience at a PE-owned company is preferred.
- Advanced Excel and financial modeling skills required.
- Demonstrated ability to combine strategic financial thinking with hands-on execution, including building financial models, performing detailed analysis and developing executive-level reporting.
- Demonstrated experience with pricing, gross margin and profitability analysis, preferably in a services or technology-enabled services environment.
- Experience within the LegalTech, SaaS, or eDiscovery/Professional Services industry is a significant advantage.
- Working knowledge of applicable financial practices and procedures (GAAP/IFRS).
- Experience with ERP systems and financial planning, reporting and business intelligence tools.
- Proven ability to communicate complex financial information to executives and investors.
- Excellent organizational skills and attention to detail
Physical Requirements:- Prolonged periods sitting at a desk and working on a computer.
Benefits & Work Conditions: Repario offers an extensive array of benefits that help our employees improve their quality of life. The following benefits create added value to the work experience and make us a premier employer:
- 100% Telecommute positions
- Health, Dental and Vision Insurance
- 401K with Matching
- Paid Family Leave
- Flexible Time Off (FTO)
