Director of Financial Planning & Analysis

AML RightSource

Director of FP&A providing strategic financial insights for AML RightSource, a leader in financial crime compliance. Building a high-performing FP&A team and leading financial strategy in a dynamic environment.

Posted 6/26/2026full-timeRemote • New York, Ohio, Oklahoma, Oregon, Pennsylvania • 🇺🇸 United StatesLead💰 $175,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, or related field ( MBA/CPA/CFA preferred )
12+ years of progressive FP&A experience, including 3+ years in a leadership role
Proven experience building and scaling an FP&A function and team in a technology, services, or managed services environment ( required )
Strong experience with services-based business models (e.g., utilization, project-based revenue, margin optimization)
Advanced financial modeling and forecasting expertise, with full ownership of forecasting, variance analysis, and performance accountability
Ability to turn data into actionable insights that influence business decisions and outcomes (not just reporting)
Strong executive presence with the ability to influence senior leadership and present to the Board
Experience operating in a fast-paced, global, and dynamic environment
Experience with financial systems and analytics platforms (e.g., Domo, NetSuite, Workday, Power BI, etc.)
Strong Excel skills and exposure to AI-based tools

Benefits

Comp & perks

Comprehensive health, dental, vision, and defined contribution retirement plan benefits
Paid time off and holidays (in accordance with local law)
Professional development opportunities
Collaborative work environment with global exposure

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingforecastingvariance analysisperformance trackingbudgetingdriver-based financial modelscost optimizationcapital allocationM&A activitiesdata analysis

Soft Skills

executive presenceinfluencing senior leadershipcommunicationleadershipteam buildingstrategic planningactionable insightsaccountabilitycollaborationpresentation skills

Certifications

Bachelor’s degree in FinanceBachelor’s degree in AccountingMBACPACFA