A dynamic, growth-oriented financial services firm is undergoing a period of strategic transformation. With a robust national presence and a legacy of client trust, the firm is elevating its financial operations to support long-term growth, sophisticated planning, and real-time decision-making. As part of this evolution, the leadership team is investing in world-class talent to drive analytical rigor, scalable processes, and next-level business insight.

Why This Role Matters:

This is a newly established executive role reporting directly to the Chief Financial Officer. The Director of FP&A will serve as the architect of financial visibility—leading planning, forecasting, and performance analytics across the organization. This leader will act as a strategic thought partner to the CFO and executive team, equipping stakeholders with the tools, data, and insights to drive enterprise-wide performance.

What You’ll Do:

• Lead enterprise financial planning, including annual budget development, quarterly forecasting, and strategic long-range planning
• Deliver meaningful, data-rich variance analysis and scenario modeling that supports high-stakes decision making
• Partner directly with the CFO and senior business leaders to translate business objectives into financial outcomes
• Build and manage dynamic dashboards, KPIs, and reporting tools that empower transparency and accountability
• Provide analytical support for capital allocation, business case development, and new growth initiatives
• Serve as the finance lead on company-wide initiatives, including technology modernization and automation of FP&A processes
• Lead, mentor, and scale a high-performing FP&A team, fostering a culture of curiosity, precision, and strategic impact

Who You Are:

• A sharp, strategic finance leader with deep FP&A experience in the financial services sector
• Expert at synthesizing complex data into crisp, actionable insights for senior stakeholders
• Highly fluent in modern planning tools and financial systems, with a passion for streamlining and scaling operations
• Comfortable operating in a fast-paced, growth-focused environment where ambiguity is the norm and opportunity is abundant
• Known for your ability to connect numbers to narrative—and narrative to action
• A trusted partner to C-Suite leaders who rely on you for clarity, challenge, and guidance

Preferred Qualifications:

• 10+ years of progressive experience in Financial Planning & Analysis, ideally within financial services or investment management
• Prior experience leading FP&A for a multi-entity or multi-channel business
• Proven experience building or evolving planning infrastructure, systems, and tools
• Bachelor’s degree in Finance, Accounting, or a related field
• CPA designation is strongly preferred. An MBA or other advanced degree in Finance, Accounting, or a related field is also highly valued, especially for candidates with a track record of strategic leadership in complex financial environments.

Compensation:

This role offers a highly competitive compensation package designed to attract top-tier financial talent. In addition to a robust benefits program—including health, retirement, and wellness offerings—the position includes performance-based incentives aligned with company growth and individual impact. The firm is committed to investing in its leadership and offers meaningful long-term career growth for high performers.