Connect Search, LLC
Director of Financial Planning and Analysis (Stamford)
Connect Search, LLC, Stamford, Connecticut, United States, 06925
Director of FP&A Transformation (Contract)
Stamford, CT (Hybrid
3 days onsite / 2 days remote) Contract estimated at 6+ months $100/hour Our client, a HNI family office with a heavy concentration within their portfolio of SaaS companies, is looking for a proven
Director of FP&A Transformation
to lead a high-priority, enterprise-wide finance transformation initiative. This is a hands-on, high-impact interim role focused on modernizing FP&A reporting architecture, data flows, and financial processes across ERP, EPM, and adjacent systems. This leader will assess current-state FP&A and accounting processes, design scalable future-state workflows, and deliver fully automated, integrated financial reporting across D365, OneStream, Coupa, Workday, and the broader data ecosystem. The role requires deep FP&A expertise, strong accounting fundamentals, and proven experience driving system-enabled transformation under aggressive timelines.
Key Responsibilities FP&A & Process Transformation Lead end-to-end assessment of current FP&A and reporting processes, identifying gaps in automation, controls, and data governance Re-engineer workflows across actuals, close, forecast, budget, allocations, and management reporting Design and implement a standardized FP&A operating model aligned with Accounting and Data teams
Reporting & Forecasting Automation Architect automated integrations from
D365 to OneStream
for actuals, forecasts, budgets, allocations, and KPIs Drive a targeted
90%+ reduction in manual FP&A processes Standardize metadata, hierarchies, and dimensions across AOP, forecast, and management reporting
Data Governance & Controls Establish enterprise ownership of financial data and clarify accountability across FP&A, Accounting, and Data Engineering Build a robust data control framework covering data quality, transformation rules, reconciliations, and exception management Define and operationalize a
Data Stewardship model
to maintain metadata integrity and governance
OneStream Optimization Redesign OneStream cubes, dimensions, workflows, and consolidation logic Enhance driver-based forecasting, segmentation analysis, and executive dashboards Shorten the close-to-report cycle by
at least two business days
while improving data accuracy
Expense, Allocation & Performance Management Automate expense analysis and allocation models across entities, departments, and business lines Align dashboards and KPIs directly to
Annual Operating Plan (AOP)
targets Deliver automated AOP vs. Actual vs. Forecast reporting for executive leadership
Cross-Functional Leadership Act as the integration point between FP&A, Accounting, ERP, Data, and Reporting teams Translate complex system and data concepts into clear insights for senior stakeholders Drive urgency, accountability, and results in a fast-moving environment
Success Metrics Fully automated ERP-to-EPM integrations with minimal manual intervention Standardized, governed dimensional models across FP&A and Accounting 90% reduction in spreadsheet-driven processing Accelerated close and reporting timelines Reliable, executive- and investor-grade reporting tied to AOP performance
Qualifications 15+ years in FP&A, financial systems, or finance transformation roles Strong accounting foundation;
CPA preferred Deep experience in forecasting, budgeting, variance analysis, and multi-entity reporting Hands-on expertise with
OneStream
(preferred) or Hyperion, Tagetik, or Anaplan Proven success redesigning processes and implementing automation and controls Asset management industry experience required Strong ERPEPM integration and financial data architecture knowledge Executive-level communication and stakeholder management skills
Who This Role Is For A hybrid FP&A and systems leader who thrives on transformation and automation Someone who can quickly assess complexity and deliver scalable solutions A builder who eliminates manual work and elevates data integrity A decisive leader comfortable driving results under tight deadlines
3 days onsite / 2 days remote) Contract estimated at 6+ months $100/hour Our client, a HNI family office with a heavy concentration within their portfolio of SaaS companies, is looking for a proven
Director of FP&A Transformation
to lead a high-priority, enterprise-wide finance transformation initiative. This is a hands-on, high-impact interim role focused on modernizing FP&A reporting architecture, data flows, and financial processes across ERP, EPM, and adjacent systems. This leader will assess current-state FP&A and accounting processes, design scalable future-state workflows, and deliver fully automated, integrated financial reporting across D365, OneStream, Coupa, Workday, and the broader data ecosystem. The role requires deep FP&A expertise, strong accounting fundamentals, and proven experience driving system-enabled transformation under aggressive timelines.
Key Responsibilities FP&A & Process Transformation Lead end-to-end assessment of current FP&A and reporting processes, identifying gaps in automation, controls, and data governance Re-engineer workflows across actuals, close, forecast, budget, allocations, and management reporting Design and implement a standardized FP&A operating model aligned with Accounting and Data teams
Reporting & Forecasting Automation Architect automated integrations from
D365 to OneStream
for actuals, forecasts, budgets, allocations, and KPIs Drive a targeted
90%+ reduction in manual FP&A processes Standardize metadata, hierarchies, and dimensions across AOP, forecast, and management reporting
Data Governance & Controls Establish enterprise ownership of financial data and clarify accountability across FP&A, Accounting, and Data Engineering Build a robust data control framework covering data quality, transformation rules, reconciliations, and exception management Define and operationalize a
Data Stewardship model
to maintain metadata integrity and governance
OneStream Optimization Redesign OneStream cubes, dimensions, workflows, and consolidation logic Enhance driver-based forecasting, segmentation analysis, and executive dashboards Shorten the close-to-report cycle by
at least two business days
while improving data accuracy
Expense, Allocation & Performance Management Automate expense analysis and allocation models across entities, departments, and business lines Align dashboards and KPIs directly to
Annual Operating Plan (AOP)
targets Deliver automated AOP vs. Actual vs. Forecast reporting for executive leadership
Cross-Functional Leadership Act as the integration point between FP&A, Accounting, ERP, Data, and Reporting teams Translate complex system and data concepts into clear insights for senior stakeholders Drive urgency, accountability, and results in a fast-moving environment
Success Metrics Fully automated ERP-to-EPM integrations with minimal manual intervention Standardized, governed dimensional models across FP&A and Accounting 90% reduction in spreadsheet-driven processing Accelerated close and reporting timelines Reliable, executive- and investor-grade reporting tied to AOP performance
Qualifications 15+ years in FP&A, financial systems, or finance transformation roles Strong accounting foundation;
CPA preferred Deep experience in forecasting, budgeting, variance analysis, and multi-entity reporting Hands-on expertise with
OneStream
(preferred) or Hyperion, Tagetik, or Anaplan Proven success redesigning processes and implementing automation and controls Asset management industry experience required Strong ERPEPM integration and financial data architecture knowledge Executive-level communication and stakeholder management skills
Who This Role Is For A hybrid FP&A and systems leader who thrives on transformation and automation Someone who can quickly assess complexity and deliver scalable solutions A builder who eliminates manual work and elevates data integrity A decisive leader comfortable driving results under tight deadlines