Director, FP&A (Hybrid)

Our client is seeking an accomplished Director of Financial Planning & Analysis to lead all aspects of financial reporting, forecasting, and strategic planning. This is a high-visibility, permanent role within a fast-growing organization, partnering with senior leadership to drive performance, optimize cash flow, and support key business initiatives.Lead and manage the financial reporting function, ensuring compliance with Special-Purpose and Generally Accepted Accounting Principles (GAAP)

Strategic partner to internal executives and leadership to help set departmental goals and analyze budget and trend variances

Support the CFO in owning the production of Board financial packages and ad hoc presentations / forecasts

Oversee the preparation and filing of accurate and timely financial statements, including quarterly and annual reports, in compliance with regulatory requirements.

Lead efforts to enhance the application of technology to the financial reporting function. Expand capabilities with current reporting and reconciliation systems (Planful / Blackline) and explore other technologies that can further streamline the compilation and analysis of financial results

Lead efforts to implement new partners and sales channels

Stay updated on emerging accounting and reporting standards and assess their impact on the organization, providing recommendations and implementing necessary changes.

Collaborate with cross-functional teams to gather financial data, perform analysis, and prepare financial reports, ensuring consistency and accuracy.

Provide technical accounting guidance and support to various departments, ensuring proper accounting treatment for complex transactions.

Collaborate with legal and compliance teams to ensure accurate and timely disclosure of financial information in compliance with relevant laws and regulations.

Assist with audit requests (internal and external)

Job Requirements : Bachelor’s Degree in Accounting or Finance

FP&A management experience within a fast-paced environment, preferably Private Equity owned; Background in Big 4 accounting, consulting or banking a plus

Developed understanding of insurance related accounting concepts a plus. Prior experience with an insurance company and / or service of insurance industry clients

Proficiency in financial reporting systems and tools; advanced Excel skills are required

Excellent analytical, problem-solving, and decision-making skills, with keen attention to detail.

Strong communication and interpersonal skills, with the ability to effectively collaborate and communicate complex financial matters to various stakeholders.

Ability to thrive in a fast-paced and dynamic environment, managing multiple priorities and meeting deadlines.

Pay Range : $180,000 - $200,000 per year (Depending on experience and qualifications)

Benefits : Medical, Dental, and Vision Insurance

Flexible Spending Account

Health Savings Account

401(k) Plan with Company Match

Company-paid Short-Term and Long-Term Disability

Company-paid Life Insurance

Paid Holidays and Vacation

Employee Referral Program

Employee Assistance Program

Wellness Programs

Paid Community Service Opportunities

Tuition Reimbursement

Ongoing Training & Personal Development

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All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, marital status, national origin, age, veteran status, disability, or any other protected class.