Job Description

Director of Financial Planning & Analysis

A rapidly growing financial services firm in the Philadelphia area is conducting a confidential search for an experienced Director of Financial Planning & Analysis (FP&A) . This newly created, strategic leadership role will be responsible for building and leading the FP&A function from the ground up, with a focus on financial performance analysis, executive-level reporting, and delivering critical business insights. The ideal candidate will have a proven track record of establishing FP&A functions in high-growth environments and must have experience reporting directly to a CFO. This is a unique opportunity to shape a best-in-class financial planning process and play a key role in the company’s continued success. Strong expertise in financial modeling, forecasting, and strategic business partnering is essential.

Key Responsibilities

• Develop and manage key budgeting and forecasting processes.
• Build and maintain corporate financial models, incorporating scenario analysis and identifying strategic areas for management review.
• Design and implement a comprehensive FP&A reporting package for executive leadership on a monthly and quarterly basis.
• Prepare flash financial reports at defined intervals or upon request.
• Collaborate with business unit leaders to develop unit-level forecasts and budgets.
• Partner with accounting to analyze actual vs. forecasted financial performance and provide strategic recommendations.
• Support M&A evaluations and growth initiatives, conducting financial and operational due diligence.
• Prepare and present financial business reviews to leadership, investors, and the board.
• Conduct ad-hoc financial analysis and reporting for executive decision-making.

Qualifications & Experience

• Bachelor’s degree in Accounting, Finance, or a related field.
• 8+ years of experience in FP&A, corporate finance, or a similar function.
• Expertise in budgeting, forecasting, financial modeling, and reporting.
• Strong proficiency in Microsoft Excel, PowerPoint, and ERP systems (NetSuite, Oracle, or similar).
• Business intelligence software experience (Tableau, Power BI) preferred.
• Exceptional analytical skills, accuracy, and attention to detail.
• Strong written and verbal communication skills, with the ability to present insights to senior leadership.
• Ability to work in a fast-paced environment, manage multiple priorities, and meet deadlines.
• Industry experience in wealth management, financial services, services is highly preferred. PE experience ++

This is a high-impact role with direct visibility to senior leadership and stakeholders. If you are a strategic, results-driven finance professional with a passion for financial planning, reporting, and business strategy, we encourage you to apply.

This search is confidential. Qualified candidates will be contacted directly.

Please send your resume to: cecilia.bjurstrom@tatum-us.com

Job Tags

Similar Jobs