Director, Financial Planning and Analysis

CompTIA

. Lead key components of the annual budget, periodic forecasting, and long-range planning processes .

Posted 11/9/2026full-timeRemote • Michigan • United StatesLead💰 $160,000 - $180,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial modeling, forecasting, and analysis, with a strong ability to connect operational metrics to financial outcomes. Proven track record in budgeting, reporting, and managing FP&A processes while fostering collaboration across senior leadership and cross-functional teams.

Highest-signal resume keywords

Financial ModelingBudgeting And ForecastingFP&A Process ImprovementData AnalysisExecutive Reporting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisVariance AnalysisDriver-Based ModelingKPI ReportingCash Flow AnalysisIncome Statement UnderstandingBalance Sheet AnalysisCost OptimizationScenario DevelopmentPerformance Measurement

Soft Skills

Strong CommunicationProblem-SolvingAdaptabilityIntellectual CuriosityCollaboration

Tools & Technologies

Advanced ExcelFinancial Planning SoftwareERP SystemsBusiness Intelligence PlatformsFP&A Reporting Tools

Industry Keywords

Private EquitySaaSDigital ProductsEducation TechnologyTransaction-Intensive Businesses

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Lead key components of the annual budget, periodic forecasting, and long-range planning processes
Develop and maintain driver-based financial models connecting operational activity to revenue, EBITDA and cash flow
Produce monthly and quarterly variance analysis across revenue, gross margin, operating expenses, EBITDA and other key performance measures
Diagnose performance versus budget and forecast and identify underlying business drivers
Identify emerging risks and opportunities and develop scenarios to quantify potential financial impact
Track forecast accuracy and improve assumptions, methodologies and planning processes
Translate financial analysis into clear actions, owners and measurable outcomes
Partner with Sales, Marketing, Product and other functions to understand business drivers and improve outcomes
Develop financial analyses supporting pricing, product investments, go-to-market initiatives, organizational decisions and strategic priorities
Evaluate business cases, investment returns, resource allocation and cost optimization opportunities
Support monthly reporting for the CFO, CEO and executive leadership team
Support quarterly Board and private equity investor reporting
Develop decision-useful commentary explaining performance, drivers, risks, opportunities and corrective actions
Develop and maintain KPI reporting connecting operational metrics to financial outcomes
Improve visibility into customer acquisition, conversion, pricing, product performance, sales productivity and operating efficiency
Modernize and automate FP&A reporting, forecasting and analytical processes
Improve data quality, reporting consistency and financial visibility
Establish documentation, controls and ownership for planning and reporting processes
Manage and develop FP&A team members and strengthen their analytical, modeling and business-partnership capabilities
Personally tackle complex or high-priority analyses when necessary
Foster accuracy, urgency, intellectual curiosity and continuous improvement

Requirements

What you’ll need

Demonstrated experience owning significant portions of budgeting, forecasting and management reporting
Strong experience partnering directly with senior business and functional leaders
Experience preparing materials for executive leadership, Boards or investors preferred
Experience in technology, digital products, education technology, certification, SaaS or other transaction/data-intensive businesses is beneficial
Exceptional financial modeling, forecasting and analytical skills
Strong understanding of income statement, balance sheet and cash flow relationships
Ability to develop driver-based models and translate operating metrics into financial outcomes
Advanced Excel capabilities and experience working with financial planning, ERP and business intelligence platforms
Strong data orientation with the ability to work across large and sometimes imperfect data sets
Experience improving or automating FP&A processes and reporting environments
Hands-on approach and accountable execution, with ownership of problem-solving, accuracy, deadlines and outcomes and a focus on timely, actionable insights
Commercial insight and curiosity to connect financial analysis to operating decisions, investigate underlying drivers and identify next steps
Strong communication skills and a constructive approach to challenging assumptions, simplifying complex financial information for executives and non-financial audiences while maintaining strong working relationships
Adaptability to work effectively as processes, systems and expectations evolve
Bachelor's degree in Finance, Accounting, Economics, Business or a related discipline required
8+ years of progressive experience in FP&A, corporate finance, strategic finance or a related discipline
3+ years managing or leading FP&A professionals or significant cross-functional finance initiatives
Experience in a private equity-backed or similarly performance-oriented environment strongly preferred
May be required to travel based on role responsibilities and business needs

Benefits

Comp & perks

Health, Dental, and Vision Insurance & FSA/HSA Plans
Performance bonus up to 15% of base salary
Unlimited PTO & 15 Paid Holidays
Flexible Schedules & Summer Hours
12 weeks of Paid Parental Leave
Sponsored Costco or Sam’s Membership
401K Retirement Plan with 6% company match
Spot Bonuses for going above & beyond
Tuition Reimbursement
Home Office Allowance
Wellness Reimbursement
Student Loan Repayment
Broadband Stipend