Director of Financial Planning – Analysis
A-Plus P&A LLC
full-time
Posted on:
Location Type: Hybrid
Location: Williamsville • New York • United States
Visit company websiteExplore more
Salary
💰 $140,000 - $200,000 per year
Job Level
About the role
- 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
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CPA preferred
- Experience in healthcare, benefits, or insurance strongly preferred
- 5–10+ years in FP&A, corporate finance, or operational finance
- Experience in PE-backed or high-accountability environments preferred
- Strong financial modeling, Excel, and analytical skills; BI experience a plus
- Comfort operating in fast-paced, hands-on environments
- Ability to influence cross-functionally and provide practical, operator-focused financial guidance.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial modelingbudgetingforecastingvariance analysisKPI developmentdashboard reportingdata integrityanalytical skillsExcelbusiness intelligence
Soft Skills
influencingcollaborationmentoringaccountabilityownershipcontinuous improvementcommunicationdecision-makingleadershipproblem-solving
Certifications
Bachelor's degreeMBACPA