A rapidly growing financial services firm in the Western Suburbs of Philadelphia is conducting a confidential search for an experienced Director of Financial Planning & Analysis (FP&A). This strategic leadership role will be responsible for financial performance analysis, business insights, and executive reporting while establishing best-in-class financial planning processes. The ideal candidate will have a strong background in FP&A, financial modeling, and corporate forecasting in a fast-paced environment.
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.
10-12 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, construction, utilities, or energy is a plus.
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