Director of Financial Planning & Analysis (100% Remote)

Summary:   The Director of Financial Planning & Analysis will own and transform the company’s financial planning, budgeting, forecasting, and performance analysis capabilities. As a critical advisor to senior leadership, this role will drive strategic decision-making through forward-looking insights, rigorous analysis, and deep understanding of business performance.   What This Role Does:   Leads the annual budgeting process, long-range financial planning, and quarterly forecasts in coordination with the executive leadership team. Owns monthly and quarterly financial reporting packages delivered to senior leadership and the Board of Directors, including variance analysis, KPI tracking, and executive-level commentary. Coordinates with Accounting to ensure our monthly close processes are set up to deliver the information necessary to derive a full understanding of our financial performance. Advises business unit leadership on financial implications of major decisions. Oversees the monthly Sales and Operations Planning (S&OP) and capital project forecasting projection process, integrating data from key stakeholders and working collaboratively to deliver timely and reliable forecasts. Develops and maintains a program to track corporate capital and project spending, enabling program and project managers in resource planning and cost control. Builds and mentors a high-performing FP&A team, fostering a culture of continuous improvement, accountability, and excellence. Takes an active approach to talent management by onboarding, mentoring, and inspiring a diverse, highly engaged, and small but skilled team. Continuously strengthens team capability through talent development, succession planning, and recruitment. Performs other duties as assigned.   What You Will Bring:   A bachelor’s degree in finance, accounting, or a related field is required; a master’s degree or CFA/CPA is preferred. Equivalent combinations of education and relevant experience will be considered. A minimum of 10 years of experience is required. A minimum of six (6) years of demonstrated people management skills including training, developing, and mentoring team members including a remote environment. Strong command of accounting, corporate finance, and forecasting.  Expertise in xP&A/CPM tools such as Adaptive Insights; advanced Excel skills; familiarity with CRM and ERP tools.  Experience working closely with investors in private equity-backed organizations, including supporting due diligence for debt and equity financing and M&A activity.  Exceptional communication skills, with the ability to translate complex financial information to non-financial stakeholders.  Proven ability to lead cross-functional initiatives and drive results in a remote-first environment.  Demonstrated ability to lead through influence, including mentoring others, leading initiatives or workstreams, contributing to best practices, and driving cross-functional outcomes in large organizations. Respectful and outstanding leadership skills that motivate colleagues to focus their energy on achieving business goals. Ability to plan and manage at both strategic and tactical operational levels. Works to achieve goals while overcoming obstacles and/or planning for contingencies. Strong analytical, planning, and budgeting skills. Excellent verbal and written communication, presentation, and problem-solving skills. Self-starter with strong organizational and time management skills, self-directed and able to handle multiple priorities with demanding timeframes. Ability to work collaboratively with colleagues and staff to create a high-quality, results-driven, team-oriented environment. Demonstrated ability to use discretion, make sound decisions, and maintain confidentiality. Willingness and ability to work flexible hours as needed and travel up to 10%, which may include occasional overnight travel. Proficiency in Microsoft Office Suite and modern communication tools for virtual teams (e.g., Microsoft Teams, Slack).   Preferred: Exposure to SaaS, telecom, or healthcare tech industries.    Physical Demands:   In accordance with the Americans with Disabilities Act (ADA) and applicable state and local laws, the Company will provide reasonable accommodations to qualified individuals with documented disabilities to enable them to perform the essential functions of the job, unless such accommodations would impose an undue hardship. Employees seeking accommodation should contact the People Department to initiate the interactive process.   Employees may experience the following physical demands for extended periods of time:   Sitting, standing, and walking (95-100%)   Keyboarding (70-90%) Viewing computer monitor, tablet, and cell phone requiring close vision (70-90%)   Work Environment:   100% Remote with Travel: Work environment is primarily indoors (home office, customer or vendor sites, or other business meeting venues); travel may involve exposure to varying weather and temperature conditions, as well as driving and traffic hazards. Travel is required, approximately 10%, which may include overnight and out-of-state trips.