Associate Director of FP&A

Working closely with senior finance leadership and cross-functional stakeholders, the Associate Director of FP&A will develop integrated financial models, improve reporting processes, and establish scalable workflows that support strategic decision-making. Prepare monthly management reporting packages, including financial performance, budget-to-actual analysis, key performance indicators (KPIs), and actionable commentary for senior leadership and external stakeholders.

Client Overview:
Our client is a rapidly growing, private equity-backed professional services firm specializing in intellectual property protection and related services for corporations worldwide. Through organic growth and strategic acquisitions, the organization is building a comprehensive, end-to-end platform designed to streamline and consolidate services within a fragmented industry. With an expanding international footprint and ambitious growth plans, the company offers an exciting opportunity to join a dynamic organization during a significant period of expansion and transformation. They are currently looking to add an Associate Director of FP&A to their team.

Salary/Hourly Rate:
$120k - $140k plus Bonus

Position Overview:
Our client is seeking a hands-on, forward-thinking Associate Director of FP&A to help build, enhance, and scale the company's financial planning and analysis function. This newly created role will own forecasting, budgeting, financial reporting, and performance analytics across a growing, multi-entity international business. Working closely with senior finance leadership and cross-functional stakeholders, the Associate Director of FP&A will develop integrated financial models, improve reporting processes, and establish scalable workflows that support strategic decision-making. A key focus will be leveraging AI tools, particularly Claude, and automation to streamline financial analysis, reporting, and data integration. This is an excellent opportunity for an experienced FP&A professional who enjoys building processes, working in a fast-paced environment, and making a measurable impact within a growing, private equity-backed organization. This role is fully remote with preference for East Coast candidates.

Responsibilities of the Associate Director of FP&A:

• Own the company's rolling forecast, annual budgeting, quarterly reforecasting, and scenario and sensitivity analysis.
• Develop and maintain integrated, driver-based financial models encompassing revenue, operating expenses, headcount, balance sheet, and cash flow.
• Prepare monthly management reporting packages, including financial performance, budget-to-actual analysis, key performance indicators (KPIs), and actionable commentary for senior leadership and external stakeholders.
• Develop profitability reporting by client, service line, department, and geography to support strategic and operational decision-making.
• Partner with Sales leadership to improve revenue forecasting, pipeline visibility, bookings, customer retention, and sales performance reporting.
• Collaborate with Operations and other business leaders to establish meaningful KPIs, improve reporting consistency, and identify opportunities to enhance operational performance.
• Leverage Claude and other AI-enabled tools to automate data extraction, reconciliations, variance analysis, reporting commentary, and recurring financial reporting packages.
• Improve data integrity and consistency across financial and operational systems, helping establish reliable, standardized reporting processes.
• Partner with global Accounting teams to align financial reporting, month-end close data, and forecasting processes.
• Support pricing decisions, profitability analysis, investment evaluations, and financial assessments related to acquisitions and other strategic initiatives.
• Establish appropriate controls and review procedures for AI-assisted financial outputs, ensuring accuracy, reliability, and data security.
• Work closely with senior leadership to provide financial insights, support business planning, and drive continuous improvement across the finance function.
• Help build FP&A capabilities and scalable processes as the organization continues to grow.

Required Experience/Skills for the Associate Director of FP&A:

• 5+ years of progressive experience in FP&A, corporate finance, or a related financial planning and analysis function.
• Strong hands-on experience with budgeting, forecasting, financial modeling, variance analysis, and management reporting.
• Demonstrated experience using AI tools, particularly Claude, to improve financial analysis, reporting, or workflow automation.
• Advanced Microsoft Excel skills and the ability to translate complex financial data into meaningful business insights.
• Strong financial reporting, analytical, problem-solving, and communication skills.
• Ability to work independently, manage competing priorities, and take ownership of projects in a fast-paced, evolving environment.
• Strong cross-functional collaboration skills, including the ability to partner with senior leadership and stakeholders across multiple departments.
• Comfort working with international teams and navigating complex, multi-entity business environments.

Preferred Experience/Skills for the Associate Director of FP&A:

• Experience with NetSuite; this is a particularly important qualification for the role.
• Experience in a private equity-backed, high-growth, professional services, SaaS, or multi-entity international organization.
• Experience building and automating financial reporting processes using AI tools, integrations, and other technology solutions.
• Experience developing integrated three-statement financial models and driver-based forecasting models.
• Familiarity with recurring revenue metrics, sales pipeline analytics, client profitability, and operational KPIs.
• Experience preparing executive-level, board-level, or private equity stakeholder reporting packages.
• Exposure to mergers and acquisitions, post-acquisition integration, or financial process standardization.
• Experience with business intelligence and reporting tools such as Power BI or Tableau.

Education Requirements:

• Bachelor's degree in Finance, Accounting, Economics, or a related field is required.
• MBA, CPA, CFA, or other relevant advanced qualification is a plus.

Benefits:

• Fully remote work environment.
• Annual bonus target of 10% - 20%.
• Comprehensive benefits package.
• Opportunity to help build and transform an FP&A function within a growing, private equity-backed international organization.
• Significant exposure to senior finance leadership, strategic decision-making, AI-driven automation, and international business operations.
• Career growth potential as the organization continues to expand.

Job Wrapping ID: #LI-AJ3

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EOE/M/F/D/V/SO

Position ID: 410982