Director of Financial Planning and Analysis
Job Overview – Director of Financial Planning & Analysis
Our Private Equity-backed client is actively seeking a highly motivated and experienced Director of Financial Planning & Analysis to join their expanding finance team. The Director role involves leading and managing the financial planning and analysis functions across the organization. This includes overseeing budgeting, forecasting, financial modeling, and performance analysis.
Location: Miami, Florida
Compensation: $140,000-$160,000+ Equity
Schedule: Hybrid Schedule
Responsibilities as the Director of Financial Planning & Analysis:
- Financial Planning and Forecasting: Lead the annual budgeting process, working closely with department heads to ensure alignment with company goals. Refine and maintain forecasts and projections to support strategic planning and business decisions ensuring all relevant drivers are considered and aligned with internal objectives.
- Financial Analysis and Reporting: Provide detailed financial analysis and insights to senior leadership, including variance analysis against budget/forecast and historical performance. Maintain key performance indicators (KPIs) to track brand and corporate performance in addition to regular reporting on liquidity position. Monthly management reporting packages and quarterly Board of Directors meeting materials ensuring clarity, accuracy, and actionable insights.
- Process Improvement: Develop and maintain financial models to support decision-making and scenario analysis. Identify and implement process improvements to streamline financial reporting, forecasting, and budgeting processes. Work to improve data integrity and automation.
- Ad-hoc Analysis: Conduct ad-hoc financial analysis as required by leadership, supporting special projects, acquisitions, and other business initiatives. Provide support during audits and ensure compliance with company policies and industry regulations.
Qualifications for the Director of Financial Planning & Analysis:
- Strong knowledge of financial modeling, budgeting, forecasting, and variance analysis.
- Proficiency in Microsoft suite of products in addition to financial planning software (e.g., Hyperion, Adaptive Insights, Anaplan, or similar).
- Advanced knowledge of BI tools (Tableau preferable).
- Must have a working knowledge of accounting principles.
- Must be detail oriented and have the ability to communicate complex financial information in a clear and concise manner.
- Ability to plan, prioritize tasks, continuously improve processes.
Qualifications Education:
- Bachelor’s degree in Finance, Accounting, or related field.
- Experience: 6-8 years of progressive experience.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.
Seniority level
Director
Employment type
Full-time
Job function
Finance
Industries
Staffing and Recruiting
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