A-Plus P&A LLC

Financial Planning and Analysis

• Serve as a trusted finance partner across Sales, Operations, and HR, helping leaders understand the financial impact of daily decisions and trade-offs
• Own the annual budget, rolling forecasts, and reforecast process while driving accuracy through close collaboration with operating teams
• Develop and maintain KPIs, dashboards, and reporting that leaders use to monitor performance
• Provide clear variance analysis and actionable insights that support decision-making
• Support acquisitions by building financial models, preparing diligence materials, and evaluating cross-functional impacts
• Partner with leaders on pricing, margin, headcount planning, and productivity modeling to evaluate investments and initiatives
• Prepare monthly and quarterly financial reports for executive leadership and PE oversight, including trend analysis and performance narratives
• Improve FP&A processes, models, and tools to support scalability and ensure data integrity across systems
• Lead, mentor, and develop FP&A team members, fostering a culture of accountability, ownership, and continuous improvement

Director of Financial Planning – Analysis