Director of Financial Planning & Analysis

Description

Strategic Finance & Planning:

Own the multi-year operating model and connect the financial plan to the Company’s strategy, growth targets, and key assumptions, then translate that into the annual budget

Lead the annual budgeting process end-to-end, partnering with functional leaders and directing the build of the underlying three-statement model

Identify the operational levers that actually move results and turn analysis into specific, quantified recommendations for the leadership team

Frame scenario and sensitivity analyses to evaluate strategic options (headcount, utilization, etc.) and quantify trade-offs so leadership can make informed decisions

Evaluate where to deploy resources, assessing ROI and tracking progress of strategic initiatives against the value-creation plan

Business Partnership:

Serve as an embedded finance partner to service-line/divisional leaders, translating results into operational actions and helping leaders own their P&Ls and hit targets

Partner with operating and functional leaders to translate strategy into financial targets, challenge assumptions with an objective lens, and drive accountability to outcomes

Lead financial analysis supporting service line launches, strategic hires, strategic planning (i.e. workforce, capacity and compensation planning), and other growth initiatives

Define reporting and dashboard requirements with functional leaders to ensure the business has the insights it needs to manage performance

Reporting & Board Engagement:

Own monthly and quarterly reporting, shaping the narrative and insights that leadership acts on

Own the preparation materials for quarterly Board meetings and senior leadership presentations, including the storyline, key messages, and overall quality

Track and interpret key performance indicators (KPIs), surfacing trends and risks proactively

Ensure accuracy, clarity, and timeliness across all of the function’s deliverables

Leadership & Development

Build out and continuously improve BBG’s FP&A function, establishing processes, standards, and reporting

Manage, mentor, and develop the junior FP&A staff, setting priorities and reviewing work product

Requirements

Bachelor’s degree in accounting, finance, economics or related field from a top university

8-12 years of progressive experience in FP&A, corporate finance, or transaction advisory services, including experience leading work and/or managing others

Proven track record as a strategic business partner to senior leadership

Executive presence with the ability to influence and constructively challenge senior leaders

Excellent communication, written and verbal, and analytical skills

Skilled at translating complex financial and operational data into concise takeaways and actionable recommendations

Highly curious and a strategic thinker

Superior attention to detail

Strong organizational skills and the ability to manage multiple priorities

Resourceful self-starter who operates with minimal direction

Mature and professional with a strong work ethic

Highly proficient in Microsoft Office Suite of products (Excel, PowerPoint, Word)

Preferred Qualifications:

Prior experience working in a PE-backed environment and/or professional services firm

Prior experience building or scaling an FP&A function

CPA, CFA, and/or MBA

Proficient with BI tools (e.g. PowerBI, Tableau)

Experience leveraging AI tools to drive process efficiencies

Unique Attributes:

PE-backed company

Fast-paced, small-team setting

Reports directly to the Chief Financial Officer

Highly visible role with direct exposure to executive leadership

Key contributor to strategic initiatives and value creation

Insight into multiple functions of the business

Competitive compensation and benefits

Good company culture and casual work environment