Director, FPA
Overview: We are seeking an experienced Finance Director who will serve as a dedicated business partner for Operations, Account Management, and Sales team. This role reports to the Sr. Director of FP&A and involves two main responsibilities: managing the monthly business financial review by highlighting performance drivers, risks, and recommending solutions, and maintaining the revenue forecast model as a strategic planning tool. You will work with cross-functional teams to provide actionable analysis and problem-solving support for growth and operational excellence, while ensuring a clear and accurate picture of financial performance. Responsibilities: Revenue forecast modeling — build, maintain, and continuously improve the end-to-end model that drives business planning Monthly business financial reviews — own preparation, presentation, and narrative for leadership, surfacing key performance drivers and risks Business partnership — serve as the primary finance resource for Sales, Operations, and Account Management, delivering timely, decision-ready analysis Reporting & tooling — oversee Power BI dashboards and revenue tracking infrastructure to keep teams informed on client financials and bookings AI & automation — drive adoption of AI-powered FP&A tools to eliminate manual work and expand the team’s analytical capacity Ad-hoc analysis — rapidly synthesize data and deliver actionable insights for high-priority business questions Team leadership — lead and develop the Revenue Finance team with a high-performance, automation-first mindset Qualifications: Relevant experience sets include FP&A at a private equity portfolio company or large institution, investment banking, or consulting Proven ability to operate independently and influence senior stakeholders Track record of owning complex revenue models and leading executive-level financial reviews Hands-on experience leveraging AI tools to automate FP&A workflows, reduce manual effort, and accelerate the pace of financial analysis Strong financial modeling, forecasting, and revenue recognition expertise Power BI proficiency and fluency with large datasets Exceptional communicator who can translate complexity into executive-ready insights Bachelor’s degree in Finance or Accounting; MBA or CPA a plus