Revel IT
Director of Financial Planning and Analysis
Our direct client is looking to hire a Director of Financial Planning & Analysis. This is a full-time / permanent role. Fully remote.
The Director is responsible for leading the company’s budgeting, forecasting, financial modeling, and performance analytics. This role partners closely with the CFO, department leaders, and executive team to provide insights that support strategic decisions and operational execution.
Key Responsibilities Planning & Forecasting
Lead the annual budgeting process, quarterly reforecasts, and long-range financial planning.
Develop and maintain financial models that support revenue forecasting, margin analysis, headcount planning, and cash flow.
Ensure assumptions are well-supported, communicated, and aligned with company strategy.
Reporting & Analytics
Produce monthly financial reporting packages for executive leadership and the board.
Analyze actual performance versus budget/forecast; identify drivers, trends, and opportunities.
Track KPIs and build dashboards that improve visibility into business performance.
Partner with department heads to drive financial accountability and data-driven decisions.
Business Partnering
Work closely with Sales, Operations, HR, and other teams to evaluate opportunities, mitigate risks, and improve profitability.
Provide financial guidance on pricing, product performance, customer profitability, and capital investments.
Support strategic initiatives such as new product launches, market expansion, and M&A.
Process & Systems
Lead improvements in financial processes, planning tools, and reporting systems.
Enhance automation and standardization of FP&A workflows.
Ensure data integrity, consistency, and alignment across finance and operations.
Leadership
May manage a small FP&A team or analysts as the company grows.
Serve as a key advisor to the CFO on financial strategy and performance optimization.
Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA a plus.
7–12+ years of progressive FP&A or corporate finance experience.
Strong modeling, analytical, and communication skills.
Comfortable working in a fast‑paced environment with hands‑on responsibilities.
Proven success partnering with business leaders and presenting to senior executives.
Experience with planning tools (Adaptive, Anaplan, Excel‑based models, etc.) preferred.
What This Role Looks Like in a ~$60M Company
Highly visible, working directly with the CFO and CEO.
Owns the entire planning and reporting cycle.
Acts as the “finance nerve center” for the organization.
Mix of strategic analysis and detailed model building.
Typically a team of 0–2 analysts depending on growth stage.
Employee Benefits:
Medical, Dental, Vision coverage
Flexible and Dependent care spending accounts
401K matching
Life (AD&D)
Long‑term disability insurance
Short‑term disability insurance
Vacation and Sick accrual
Education and/or training assistance
Seniority level
Director
Employment type
Full‑time
Job function
Finance
Industries
IT Services and IT Consulting
Location: Columbus, OH
#J-18808-Ljbffr
The Director is responsible for leading the company’s budgeting, forecasting, financial modeling, and performance analytics. This role partners closely with the CFO, department leaders, and executive team to provide insights that support strategic decisions and operational execution.
Key Responsibilities Planning & Forecasting
Lead the annual budgeting process, quarterly reforecasts, and long-range financial planning.
Develop and maintain financial models that support revenue forecasting, margin analysis, headcount planning, and cash flow.
Ensure assumptions are well-supported, communicated, and aligned with company strategy.
Reporting & Analytics
Produce monthly financial reporting packages for executive leadership and the board.
Analyze actual performance versus budget/forecast; identify drivers, trends, and opportunities.
Track KPIs and build dashboards that improve visibility into business performance.
Partner with department heads to drive financial accountability and data-driven decisions.
Business Partnering
Work closely with Sales, Operations, HR, and other teams to evaluate opportunities, mitigate risks, and improve profitability.
Provide financial guidance on pricing, product performance, customer profitability, and capital investments.
Support strategic initiatives such as new product launches, market expansion, and M&A.
Process & Systems
Lead improvements in financial processes, planning tools, and reporting systems.
Enhance automation and standardization of FP&A workflows.
Ensure data integrity, consistency, and alignment across finance and operations.
Leadership
May manage a small FP&A team or analysts as the company grows.
Serve as a key advisor to the CFO on financial strategy and performance optimization.
Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA a plus.
7–12+ years of progressive FP&A or corporate finance experience.
Strong modeling, analytical, and communication skills.
Comfortable working in a fast‑paced environment with hands‑on responsibilities.
Proven success partnering with business leaders and presenting to senior executives.
Experience with planning tools (Adaptive, Anaplan, Excel‑based models, etc.) preferred.
What This Role Looks Like in a ~$60M Company
Highly visible, working directly with the CFO and CEO.
Owns the entire planning and reporting cycle.
Acts as the “finance nerve center” for the organization.
Mix of strategic analysis and detailed model building.
Typically a team of 0–2 analysts depending on growth stage.
Employee Benefits:
Medical, Dental, Vision coverage
Flexible and Dependent care spending accounts
401K matching
Life (AD&D)
Long‑term disability insurance
Short‑term disability insurance
Vacation and Sick accrual
Education and/or training assistance
Seniority level
Director
Employment type
Full‑time
Job function
Finance
Industries
IT Services and IT Consulting
Location: Columbus, OH
#J-18808-Ljbffr