Financial Planning & Analysis Director

Managing modern technology has become increasingly complex. As organizations scale across clouds , endpoints, and hybrid environments, IT operations and cybersecurity often remain fragmented, creating gaps in visibility, slowing response times, and increasing risk.

Logically closes that gap.

We unify IT operations and cybersecurity into a single, accountable operating model that reduces risk, accelerates response, and strengthens resilience across the systems businesses depend on. With shared visibility, integrated workflows, and clear ownership, organizations gain greater control, fewer blind spots, and more confidence in their technology.

Our approach is cyber-first by design, embedding protection into every layer, from end user to edge to cloud. By combining AI-assisted monitoring with human-led expertise, we deliver faster insight, smarter decisions, and more effective outcomes without the complexity of siloed tools.

For more than 20 years, Logically has partnered with mid-market and enterprise organizations to simplify complexity, reduce risk, and improve resilience, acting as a true extension of their teams with clear accountability and measurable outcomes.

Logically. Cyber-First. Future-Ready.

Why Work for Us

A culture built on doing the right thing

Work at the forefront of cybersecurity and emerging technologies

Collaborative, growth-oriented environment

Competitive compensation and benefits

Opportunities for professional development and advancement

Make a real impact by helping organizations reduce risk and build resilience

Job Summary:

The Financial Planning & Analysis Director acts as a strategic partner to the business, helping drive growth and optimal financial outcomes. The Director of FP&A will play a vital role in assisting with the company’s short-term and long-term financial forecasting, capital planning, pricing and process optimization, and key strategic initiatives. This role will lead the department’s strategic direction and be charged with ensuring business operations align with Logically’s vision, mission, and values.

This role requires a highly motivated professional, who will make a significant impact and is comfortable working with senior leaders and cross-functional teams. This is a highly visible role and will be a key asset in the future growth of the company.

Job Duties & Responsibilities:

Financial Planning & Reporting

Strategically lead the FP&A process, including partnering across the business to support Logically’s vision

Own the enterprise-wide annual budgeting process, rolling forecasts, and long-range strategic and capital planning

Maintain and develop detailed financial models that track and analyze key metrics and their impact on the company's overall performance

Analyze current and past trends in KPIs including all areas of revenue, expenses, and other business drivers

Assume responsibility for delivery of monthly consolidated financial reporting package to private-equity investors

Conduct scenario analysis and sensitivity modeling to support agile decision-making in a dynamic environment

Business Partnering & Strategy

Partner with senior management in the coordination and completion of the planning process including annual budgets, rolling forecasts, and long-term strategic financial planning

Serve as a strategic finance partner to commercial, operational and functional leaders – translating financial data into actionable insight on cost, margin, investment and growth

Assist in leading & creating partnerships with Accounting, HR, IT, and other cross-functional business units to report monthly expenses and headcount planning and reporting across the organization

Support the development of executive communications for high-level presentations for senior management, including the company executive team, board of directors, private equity investors, lenders, and other stakeholders

Monitor business performance against internal KPI targets and external benchmarks, and partner with leaders on corrective actions

M&A & Integration

Support financial due diligence, including the creation/review of financial models for any potential M&A transactions

Lead integration efforts for financial reporting and financial planning for acquired entities

Sales Compensation

Partner with Sales and HR leadership on the design, modeling and implementation of sales compensation plans that align seller incentives with company growth targets

Analyze the financial impact of compensation structures and provide data-driven recommendations to senior leadership

Assist with and manage frequent ad hoc projects to support management and business decisions

Technology, Automation & AI

Champion the adoption of AI-enabled tools and approaches to enhance analysis quality, accelerate reporting cycles, and improve decision support

Lead and support finance process automation initiatives – identifying opportunities to eliminate manual, repetitive workflows and replace them with scalable, technology-driven solutions

Serve as a responsible steward of AI-generated outputs, ensuring accuracy, integrity and alignment with business strategy before presenting to leadership or investors

Drive continuous improvement of financial systems, planning tools, and reporting automation to scale with company growth

Qualifications:

Education

Bachelor’s degree in Accounting, Finance, or related discipline required (MBA or CPA preferred)

Experience

9-11 years of experience in Financial Planning and Analysis, Finance, or Accounting

Proven experience working in a private equity-backed environment, including familiarity with PE reporting cadences, investor packages, and value-creation frameworks

Experience in a services industry business; experience with a Managed Service Provider (MSP) or Managed Security Service Provider (MSSP) is a strong plus but not required

Experience working with recurring revenue business models (e.g. SaaS, managed services, subscription-based businesses), including fluency with metrics such as ARR, Churn, NRR and LTV

Proven ability in financial modeling (NPV, ROI, Accretion/Dilution, etc.)

Experience supporting M&A due diligence, financial integration of entities and synergy analysis

Experience with sales compensation plan design and implementation preferred

Proven track record of building and leading financial planning processes in a high-growth, fast-paced environment

Technical Skills

Superior skills in Microsoft Excel and PowerPoint

Proficiency in SQL; ability to independently write and execute SQL queries against financial and operational databases

Demonstrated experience leveraging AI and automation tools in a finance context – including AI-assisted forecasting, variance analysis, narrative generation, or workflow automation; ability to validate AI-generated outputs for accuracy and strategic alignment

Experience with Salesforce (CRM) and Microsoft Business Central (ERP) a plus

Experience with ConnectWise (PSA system) is a strong plus, but not required

Experience with data visualization and reporting tools (e.g. Power BI) preferred

Core Competencies

Strategic insight into the market and ability to ideate and translate customer requirements, organizational challenges, and market trends into actionable strategy

Success designing and implementing a strategic and operating approach, infrastructure, cadence, plan, and process – with key metrics - created to increase organizational clarity, accountability, pace, and delivery

Thorough understanding of methods of systems analysis and the principles, design, and procedural methods used in big data analysis

Ability to present financial information to a non-financial audience

Excellent communicator – written, verbal, and in presentations- with the ability to actively listen, navigate difficult conversations, and translate complex financial concepts for n