Director of Financial Planning and Analysis

Our Client

• is a rapidly growing, Series A, SaaS company. The business is bridging fintech, healthcare and consumer tech sectors.

The Role:

Seeking an experienced Sr. Manager or Director to build out the FP&A function as an independent contributor. They will work closely with the executive leadership team to develop and implement best in class financial planning, reporting and budgeting processes. They will also create business cases for incremental investments and strategic initiatives.

Responsibilities:

• Financial Model: Develop, maintain, and optimize the company’s financial model to
• support decision-making and strategic planning.
• Business Planning and Growth Strategy: Lead both short-term and long-term
• business planning, aligning financial strategies with overall company goals.
• Business Case Development: Create business cases for incremental investments
• and strategic initiatives.
• Budgeting Process: Oversee the entire budgeting process, including annual
• budgeting and monthly budget-to-actual reporting.
• Financial Reporting: Assist with internal and external financial reporting, ensuring
• accuracy and timeliness.
• KPI Development: Establish and monitor key performance indicators across the
• organization, ensuring accountability.
• Capital Markets Support: Provide support for capital markets activities as needed.

Ideal Profile:

• 5 to 10 years of progressive finance experience
• Expertise in FP&A strategy, financial modelling, and business planning
• Experience in budgeting, financial reporting, and KPI development
• Proven ability to create business cases and support capital markets activities
• Strong problem-solving skills with an entrepreneurial mindset
• Skilled in automating financial processes and implementing business financial systems
• Data-driven decision maker focused on metrics and performance accountability

*Please note that this is a hybrid role, with an expectation for 3 days per week in the New York office.