Job TitleSr. Director; FP&A
Location(s)US Remote - DC
Job DescriptionKey Responsibilities- Own and lead the day-to-day finance function, serving as the primary finance leader and will operate with a high degree of independence and accountability.
- Lead and motivate a high-performing finance team; build team capabilities and foster a culture of continuous improvement and accountability.
- Forecasting, P&L oversight, weekly and monthly reporting, and analysis to identify trends, manage budget, and monitor revenue.
- Identify/quantify risks and opportunities to ensure that the team and management are informed of the financial status and impact.
- Develop, consolidate, and present insightful and robust qualitative and quantitative financial analysis including annual budget, quarterly/monthly forecast variances.
- Partner with the VP, Finance to ensure alignment on strategic priorities; independently execute on finance operations and escalate key decisions as appropriate.
- Evaluate trends within the business and offer business decision support.
- Report financial results and key metrics against appropriate business projections and deviations from plan.
- Develop ad-hoc reports as required.
- Develop and provide monthly reports of key performance metrics for the consolidated results and a summary of the reports provided by the business divisions.
- Develop and maintain long-term forecast models.
- Provide support and analysis for financial requests from the investors, leadership team, and/or departmental business leaders.
- Lead process improvement efforts on the recently implemented Professional Services Automation (PSA) tool and ERP integration; identify gaps, drive remediation, and build standardized workflows to optimize system performance.
- Design and implement a new end-to-end revenue reconciliation process; ensure accuracy across project billing, recognition, and reporting within the PSA and ERP environment.
- Redesign and improve the invoicing process to reduce cycle times, minimize errors, and ensure timely client billing; establish controls and reporting to track invoicing performance.
- Lead the annual budgeting process.
- Support resource management analysis ensuring staffing is being managed tightly to revenue.
- Identify, pilot, and embed AI tools and automation within the finance function to improve efficiency, reduce manual effort, and enhance decision-making across FP&A, invoicing, and reporting workflows.
Attributes for Success- Technical Delivery: Applies advanced technical knowledge and professional expertise
- Innovation & Continuous Improvement: Seeks better ways, adapts to change and champions new ideas.
- Customer Focus & Professionalism: Represents PF with consistent professionalism, appropriate escalation and respect for internal stakeholders, even during high stress delivery situations
- Integrity & Humility: Demonstrates self-awareness and puts PF mission above ego
- Collaboration & Communication: Communicates clearly and proactively and drives transparent alignment with clients.
- Project Execution: Delivers reliably, manages priorities and drives for high quality outcomes
- Growth Mindset: Shows openness to new ideas, feedback and change
Experience Required- Bachelor's degree in accounting, finance, or business administration-or equivalent experience
- Years of Experience: 15+
- Proven track record of leadership, execution, and strategic thinking.
- Management experience required.
- Strong knowledge of financial statements and fundamental accounting standards
- Proficiency in Microsoft suite; Word, Excel, and PowerPoint
- Proficiency in advanced data tools; SQL and PowerBI
- Strong analytical and problem-solving abilities.
- Superb financial modeling, data analysis, and forecasting skills; experience with post-acquisition integration and professional services business models a plus.
Other Preferred- CPA, CFA
- Significant experience in financial reporting and analysis
- Experience with Professional Services Automation (PSA) tools (e.g., Certinia, Kantata, or similar) and ERP integrations
- Demonstrated ability to leverage AI tools (e.g., Copilot, ChatGPT, or finance-specific AI platforms) to automate or enhance finance processes.
Applicants must be authorized to work in the United States on a full-time basis. We will not sponsor applicants for current or future work visas for this position. This position may require significant travel to support project and business needs. We cannot employ anyone with an invalid driver's license.
The annual compensation range for this full-time position is $(200,000) to $(240,000). The final base pay offered to the successful candidate will be determined by factors including internal equity, work location, as well as individual qualifications, such as job-related skills, experience, and relevant education or training.
