Financial Planning and Analysis (FP&A) - Associate Director

3 нед. назад

148k–224k USD / годСШАDirectorHybrid

financial modelingadaptive planninganaplannetsuite planning & budgetingonestreamoracle fccssap bpctableau

Associate Director role focused on financial planning and analysis to improve business performance and financial modeling.

At , we partner with clients—from global multinationals to high-growth private entities—to solve complex finance challenges, guided by our DELTA values: Drive, Excellence, Leadership, Teamwork, and Accountability. Our entrepreneurial culture thrives on collaboration, diverse perspectives, and delivering exceptional outcomes. We are committed to fostering growth, both for our clients and our people, through mentorship, integrity, and a client-centric approach. This inclusive environment offers flexibility, progressive benefits, and meaningful opportunities for impactful work that supports well-being in and out of the office.
Want to stay connected with ? Join our Talent Community to learn more about our growing firm and be considered for future opportunities.
Check us out on social media:
LinkedIn Glassdoor Instagram Facebook
Full time roles are eligible for a full range of benefits including medical, dental, and vision insurance, 401(k) with company match, and PTO. A complete description of all available benefits can be found at 's Benefits page at. Contract roles are not eligible for benefits.

Execute project plans and deliver solutions across the following FP&A domains:
Performance visibility – deliver end-to-end reporting solution for clients, inclusive of KPI/metric selection, back-end data solution, and visualization dashboards
Financial planning – assist clients with developing forecasting and budgeting processes, implementing planning technologies, and developing long-range models
Interim FP&A – support clients in an interim FP&A leadership capacity
Decision support – provide clients with point-specific FP&A solutions, such as 13-week cash flow models, ROI models, pricing analysis, revenue and profitability analysis, and organizational design
Applications for this evergreen opportunity will be accepted through Dec 31, 2026.

Bachelor’s in business or related field of study (Master’s is preferred)
Minimum of 7+ years of relevant experience, preferably a mix of consulting/investment banking roles and corporate or business unit FP&A roles
Mastery of financial modeling, specifically creating integrated, driver-based 3 statement models and 13-week cash forecast models
Experience within one or more of the following technologies: Corporate Performance Improvement (Adaptive Planning, Anaplan, NetSuite Planning & Budgeting, OneStream, Oracle FCCS, SAP BPC, or similar), Data Visualization & Analysis (Tableau, PowerBI, Alteryx)
Mastery of Microsoft Office Products, advanced Excel and PowerPoint skills
Advanced knowledge of accounting and finance, specifically the relationships between financial statements
You have a passion for developing and maintaining client relationships
You get the job done and have fun doing it
You communicate skillfully with a variety of audiences and can create compelling stories from data
You thrive in an ever-changing, dynamic work environment
You readily identify problems and instinctively look for solutions
You enjoy participating in internal and external company initiatives such as community service, training, recruiting, and firm events
You have the ability and desire to travel as required based on client location
You are willing and able to travel as needed to meet client and business needs, as travel is an expected part of this role.

Today’s environment requires businesses to rapidly address dynamic conditions to optimize earnings and cash. helps public and private organizations improve business performance, align the enterprise operating model for growth, and achieve strategic objectives.
brings functional leadership, subject matter expertise, and proprietary tools to align business performance with growth and strategic objectives. We target your core operational and financial performance drivers to improve profitability, increase spend effectiveness, and improve overall working capital.
Our Performance Improvement services include Finance Transformation, Financial Planning & Analysis, Integration & Carve Out Services, Shared Services Optimization, Operations & Supply Chain, Program & Change Management, and Profit Enhancement.
Please beware of fraudulent schemes or impersonations when going through the job application process. A employee will never recruit via text or extend unsolicited employment offers. Additionally, a employee will never ask you to exchange money or purchase anything as part of the recruiting process.