A growing professional services organization is seeking an experienced finance leader to oversee its Financial Planning & Analysis (FP&A) function while partnering closely with executive leadership to drive strategic decision-making. This is a highly visible role offering the opportunity to influence business performance, improve financial processes, and help support the organization's continued growth.

Key Responsibilities

• Lead the annual budgeting, forecasting, and long-range planning processes.
• Develop financial models, dashboards, KPIs, and executive reporting to support business decisions.
• Analyze financial performance, identify trends, and provide actionable recommendations to leadership.
• Prepare monthly and quarterly reporting packages for senior executives and stakeholders.
• Partner cross-functionally to support strategic initiatives and improve financial performance.
• Provide oversight of accounting and financial reporting processes while collaborating with the accounting team.
• Support cash flow planning, treasury activities, and financial system optimization.
• Identify opportunities to improve processes, reporting, and operational efficiencies.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field 
• Approximately 5–8 years of progressive finance experience, with a strong emphasis on FP&A.
• Experience leading budgeting, forecasting, financial modeling, and performance reporting.
• Strong analytical, problem-solving, and executive communication skills.
• Experience presenting financial information to senior leadership and business stakeholders.
• Proficiency with ERP systems, Excel, and business intelligence/reporting tools such as Power BI or similar platforms.
• Background in professional services, consulting, banking, or financial services is preferred.