What are the responsibilities and job description for the Director, FP&A position at West Monroe?
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West Monroe is seeking a Director of Financial Planning & Analysis to play a significant role in our financial planning, forecasting, financial modeling, reporting, and strategic analysis efforts. You will collaborate closely with senior leadership and cross-functional teams to provide actionable insights, forecast trends, and support data-driven decision-making that will help fuel West Monroe’s growth. This role requires a blend of technical expertise, strategic thinking, and strong communication skills to translate complex financial results into clear, impactful business strategies. This role will be a key member of the Finance leadership team, reporting to the head of Finance, and will manage a rapidly growing team of professionals. This role will be based out of our Chicago office.
Responsibilities
Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan, purchase shares from our employee stock ownership program and be eligible to receive annual bonuses. Employees will also receive unlimited flexible time off and ten paid holidays throughout the calendar year. Ten weeks of paid parental leave will also be available for use after successful completion of one year of employment.
National
$200,000—$250,000 USD
Other consultancies talk at you.
At West Monroe, we work with you.
We’re a global business and technology consulting firm passionate about creating measurable value for our clients, delivering real-world solutions.
The combination of business and technology is not new, but how we bring them together is unique. We’re fluent in both. We know that technology alone is not the answer, but how we apply it is. We rely on data to constantly adapt and solve new challenges. Actions that work today with outcomes that generate value for years to come.
At West Monroe, we zero in on the heart of the opportunity, getting to results faster and preparing people for what’s next.
You’ll feel the difference in how we work. We show up personally. We’re right there in the room with you, co-creating through the challenges. With West Monroe, collaboration isn’t a lofty promise, but a daily action. We work together with you to turn vision into clear action with lasting impact.
West Monroe is an Equal Employment Opportunity Employer
We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law. To learn more about diversity, equity and inclusion at West Monroe, visit www.westmonroe.com/inclusion.
If you are based in California, we encourage you to read West Monroe’s Notice at Collection for California residents, provided pursuant to the California Consumer Privacy Act (CCPA) and linked here.
West Monroe is seeking a Director of Financial Planning & Analysis to play a significant role in our financial planning, forecasting, financial modeling, reporting, and strategic analysis efforts. You will collaborate closely with senior leadership and cross-functional teams to provide actionable insights, forecast trends, and support data-driven decision-making that will help fuel West Monroe’s growth. This role requires a blend of technical expertise, strategic thinking, and strong communication skills to translate complex financial results into clear, impactful business strategies. This role will be a key member of the Finance leadership team, reporting to the head of Finance, and will manage a rapidly growing team of professionals. This role will be based out of our Chicago office.
Responsibilities
- Budgeting & Forecasting: Play a key leadership role in the annual planning process and ongoing financial forecasting, ensuring that financial plans align with operational and strategic goals working with a cross functional team.
- Financial Modeling & Analysis: Lead the design, development and maintenance of sophisticated financial models (including multi-scenario forecasting, revenue modeling, cost structures, and valuation analyses) to assess business performance, identify trends, and develop actionable insights to support decision-making across the business.
- Performance Metrics: Develop and track key performance indicators (KPIs) to measure financial performance, identify opportunities for cost optimization, and assess profitability.
- Business Partnering: Work closely with senior leadership to provide financial insights that drive business growth and improve operational efficiency.
- Reporting & Communication: Present financial results and reports to executive leadership, board members, and investors that provide clear, concise, and actionable insights.
- 10 year of experience in financial planning and analysis and/or financial modeling
- Degree in Finance, Accounting, or Economics (CPA, CFA or MBA is a plus)
- Strong proficiency in creating complex financial models, forecasts, and analysis. Expert in Excel and financial systems.
- Experience building processes that will scale with anticipated business growth
- Hands-on approach to leading and proven ability to lead a team in a fast-paced, results oriented culture with shifting priorities
- Excellent communication skills, with the ability to present complex financial data to non-financial stakeholders and executive leadership.
- Ability to forge collaborative relationships with internal and external constituents at all levels
- Passion for developing talent
- Professional services industry experience a plus
- Knowledge of Workday ERP a plus
- Hybrid role (1 to 2 days a week in the office)
Employees (and their families) are covered by medical, dental, vision, and basic life insurance. Employees are able to enroll in our company’s 401k plan, purchase shares from our employee stock ownership program and be eligible to receive annual bonuses. Employees will also receive unlimited flexible time off and ten paid holidays throughout the calendar year. Ten weeks of paid parental leave will also be available for use after successful completion of one year of employment.
National
$200,000—$250,000 USD
Other consultancies talk at you.
At West Monroe, we work with you.
We’re a global business and technology consulting firm passionate about creating measurable value for our clients, delivering real-world solutions.
The combination of business and technology is not new, but how we bring them together is unique. We’re fluent in both. We know that technology alone is not the answer, but how we apply it is. We rely on data to constantly adapt and solve new challenges. Actions that work today with outcomes that generate value for years to come.
At West Monroe, we zero in on the heart of the opportunity, getting to results faster and preparing people for what’s next.
You’ll feel the difference in how we work. We show up personally. We’re right there in the room with you, co-creating through the challenges. With West Monroe, collaboration isn’t a lofty promise, but a daily action. We work together with you to turn vision into clear action with lasting impact.
West Monroe is an Equal Employment Opportunity Employer
We believe in treating each employee and applicant for employment fairly and with dignity. We base our employment decisions on merit, experience, and potential, without regard to race, color, national origin, sex, sexual orientation, gender identity, marital status, age, religion, disability, veteran status, or any other characteristic prohibited by federal, state or local law. To learn more about diversity, equity and inclusion at West Monroe, visit www.westmonroe.com/inclusion.
If you are based in California, we encourage you to read West Monroe’s Notice at Collection for California residents, provided pursuant to the California Consumer Privacy Act (CCPA) and linked here.
Salary : $200,000 - $250,000
