Director/Manager of FP&A

Job Summary

Seeking a highly skilled and experienced Director/Manager of Financial Planning & Analysis (FP&A) to join a growing risk management and insurance procurement firm. This role is pivotal in supporting executive leadership and the Board of Directors through advanced financial analysis, forecasting, and strategic decision-making. The successful candidate will work closely with the CFO/COO and Director of Operations to drive financial discipline, support growth initiatives, and provide actionable insights across complex consulting, insurance, and procurement functions.

Compensation Package

• Salary Range: $180,000 - $300,000 (commensurate with experience)
• Competitive benefits package
• Opportunities for career advancement and professional growth

Responsibilities

Financial Planning, Analysis & Reporting

• Lead cross-functional FP&A efforts, including budgeting, forecasting, and long-term financial planning.
• Oversee P&L analysis, margin analysis, and profitability reporting across various service lines.
• Prepare and present financial reporting packages for the C-Suite and Board of Directors.
• Develop scenario models, perform sensitivity analyses, and generate strategic forecasts to support growth initiatives.

Cash Flow, Compliance & Controls

• Manage cash flow projections, working capital analysis, and liquidity planning.
• Ensure financial compliance, internal controls, and audit readiness in collaboration with leadership.
• Support internal and external audits as required.
• Ensure accurate and timely financial reporting in alignment with company standards.

Project & Strategic Finance Support

• Oversee financial aspects of strategic projects, including system implementations, process improvements, and operational initiatives.
• Assist with due diligence activities for acquisitions, new client onboarding, and major projects.
• Collaborate with Operations on performance monitoring, utilization, and cost control.

Systems & Tools

• Serve as an advanced user of Sage Intacct and Concur, ensuring accurate data flow and reporting.
• Enhance dashboards, automate reports, and improve executive financial insights.

Qualifications/Requirements

• MBA required.
• Minimum of 8 years of experience in FP&A, strategic finance, consulting, or related roles.
• Proven experience in supporting executive leadership and Board-level reporting.
• Expertise in financial modeling, forecasting, and P&L management.
• Proficiency in Sage Intacct and Concur.
• Consulting experience strongly preferred.
• Background in procurement, insurance, risk management, or professional services is highly desirable.
• Exceptional communication skills with the ability to present complex financial concepts clearly.

Preferred Background

• Experience in consulting, advisory, or professional services environments.
• Familiarity with procurement or sourcing-driven business models.
• Exposure to insurance, risk management, or financial services.

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