Director, Financial Planning & Analysis

Summary

Join Data Society Group as their Financial Planning & Analysis Director, a highly visible role partnering with senior management and stakeholders. Lead the annual planning process, establish forecasting/review meetings, and use financial data for decision support. This full-time, permanent, remote position (US-based) requires strategic financial reporting, process optimization, and strategic planning cycle refinement. You will lead global reporting cycles, translate financial data into actionable insights, and conduct deep-dive financial analysis. Responsibilities also include forecasting, financial modeling, cash management, M&A support, and ad-hoc financial modeling for strategic initiatives.

Requirements

• 10+ years of progressive FP&A experience, ideally in PE-backed environments
• Hands-on strategic leadership - as both a leader and individual contributor, the ability to balance hands-on and strategic work in a dynamic environment
• Experience in professional services, media, technology, education, or SaaS environments
• Expert level financial modeling abilities  with superior Excel skills
• Solid grasp of GAAP, financial statements, and the impact of operations on financial results
• Strong communication and collaboration skills - ability to partner closely with internal teams to both understand and influence business operations through financial leadership

Responsibilities

• Lead the strategic development and compelling presentation of monthly management reporting packages, encompassing comprehensive profit & loss, balance sheet, segmental profitability, free cash flow analysis, performance against budgets, and variance analysis. This includes preparing executive-level materials for the CEO and Board of Directors
• Drive the optimization, automation, and continuous improvement of core FP&A processes and systems (e.g., Sage/Intaact, HubSpot, and related manual processes), leveraging technology to enhance efficiency, accuracy, and adherence to the corporate calendar. You will be hands-on in udpdating and maintaining these systems
• Strategically design, implement, and continuously refine the structure, cadence, and core processes for the company's annual strategic planning cycle, monthly/quarterly reporting and analysis, integrated forecasting, and multi-year strategic planning efforts
• Lead the execution and continuous improvement of global reporting cycles , specifically owning and personally presenting the monthly topline performance forecasts and associated insights to the executive leadership team
• Translate complex financial data into clear, actionable insights regarding both historical performance and future projections, articulating strategic implications to key stakeholders across the organization
• Conduct deep-dive financial analysis into cost variances against budget and expenditure trends, identifying root causes, and providing strategic recommendations to optimize spending and improve financial performance
• Drive and own the comprehensive short- and long-range planning processes , collaborating extensively with senior leadership and cross-functional stakeholders to develop robust 3-year financial and operational plans, encompassing bookings, revenue, and expense forecasts
• Develop, maintain, and continuously enhance sophisticated financial forecasting models for all operational functions (e.g., Sales & Marketing, Business Units, G&A), ensuring accurate and dynamic re-forecasting and insightful variance analysis against actual performance. This includes direct model building and maintenance
• Serve as a key strategic partner to the CEO on critical cash management and cash flow forecasting initiatives , providing proactive insights and recommendations. You will be directly responsible for building and maintaining these forecasts
• Lead the financial planning and analysis aspects of Mergers & Acquisitions (M&A) activities , including due diligence, valuation support, and the seamless integration of acquired entities into the company's forecasting, reporting, and planning frameworks, processes, and timelines
• Design and deliver complex ad-hoc financial models and executive-level presentations to support strategic initiatives, critical business decisions, and investment opportunities

Preferred Qualifications

• Experience with M&A activities including due diligence, financial modeling, and post-merger integrations a plus
• Prior experience with ERP and business analytic tech; experience with Sage/Intaact a plus - ideally some systems implementation experience

Benefits

This is a full-time permanent remote position, based anywhere in the United States