Financial Planning and Analysis (FP&A) - Associate Director

Who You Are:

• Bachelor’s in business or related field of study (Master’s is preferred)

• Minimum of 7+ years of relevant experience, preferably a mix of consulting/investment banking roles and corporate or business unit FP&A roles 

• Mastery of financial modeling, specifically creating integrated, driver-based 3 statement models and 13-week cash forecast models

• Experience within one or more of the following technologies: Corporate Performance Improvement (Adaptive Planning, Anaplan, NetSuite Planning & Budgeting, OneStream, Oracle FCCS, SAP BPC, or similar), Data Visualization & Analysis (Tableau, PowerBI, Alteryx)

• Mastery of Microsoft Office Products, advanced Excel and PowerPoint skills

• Advanced knowledge of accounting and finance, specifically the relationships between financial statements 

• You have a passion for developing and maintaining client relationships

• You get the job done and have fun doing it

• You communicate skillfully with a variety of audiences and can create compelling stories from data

• You thrive in an ever-changing, dynamic work environment 

• You readily identify problems and instinctively look for solutions 

• You enjoy participating in internal and external company initiatives such as community service, training, recruiting, and firm events 

• You have the ability and desire to travel as required based on client location

• You are willing and able to travel as needed to meet client and business needs, as travel is an expected part of this role.

What You'll Do:

• Execute project plans and deliver solutions across the following FP&A domains:

• Performance visibility – deliver end-to-end reporting solution for clients, inclusive of KPI/metric selection, back-end data solution, and visualization dashboards

• Financial planning – assist clients with developing forecasting and budgeting processes, implementing planning technologies, and developing long-range models

• Interim FP&A – support clients in an interim FP&A leadership capacity

• Decision support – provide clients with point-specific FP&A solutions, such as 13-week cash flow models, ROI models, pricing analysis, revenue and profitability analysis, and organizational design

Applications for this evergreen opportunity will be accepted through Dec 31, 2026.