AML RightSource

Financial Planning and Analysis

• Serve as a trusted advisor to the CFO and executive team, delivering data-driven insights that influence key decisions
• Lead financial strategy, aligning planning efforts with company growth and value creation goals
• Translate complex financial data into clear, actionable recommendations for leadership
• Own the end-to-end budgeting, forecasting, long-range planning processes, and monthly/quarterly reporting
• Develop and maintain driver-based financial models (revenue, gross margin, profitability, cash flow)
• Lead variance analysis and performance tracking , holding business partners accountable to targets
• Analyze resource utilization metrics (billable vs. non-billable) to optimize productivity and reduce revenue leakage
• Partner with Sales, Delivery, and Marketing to drive revenue growth and margin improvement
• Provide financial leadership for cost optimization initiatives, capital allocation, and M&A activities
• Build, scale, and lead a high-performing FP&A team
• Drive adoption of FP&A tools, automation, and advanced analytics
• Own preparation of financial presentations, Board decks, investor reporting, and lender materials

Director of Financial Planning & Analysis