Industry: Financial Services
We are seeking an experienced Director, Head of FP&A to lead the financial planning and analysis function for a dynamic and growing organization. This leadership role will be responsible for driving financial insights, strategic planning, and performance management, working closely with senior executives to support business objectives.
Key Responsibilities:
Lead and oversee the monthly and quarterly financial reporting process, ensuring accurate and timely management results.
Analyze and present key financial performance metrics, including revenue, margins, expenses, balance sheet insights, and ROE/ROA.
Develop and maintain financial models for forecasting, budgeting, and scenario analysis to support strategic decision-making.
Provide variance analysis and meaningful business insights to senior leadership, driving performance improvements.
Partner with key stakeholders to communicate financial results in a clear, concise, and impactful manner.
Identify business challenges and utilize advanced analytics and visualization tools to enhance data-driven decision-making.
Lead the development of Board of Directors reports, executive management briefings, and quarterly financial presentations.
Ensure compliance with audit and regulatory requirements, maintaining strong financial controls and documentation.
Advise internal teams on industry trends, business risks, and strategic opportunities, providing financial leadership and transparency.
Collaborate with the accounting team to ensure the integrity of financial reporting and operational analysis.
Qualifications & Skills:
✔️ Proven experience in Financial Planning & Analysis (FP&A) at a leadership level.
✔️ Strong analytical and strategic mindset with expertise in financial modeling, forecasting, and business planning.
✔️ Excellent communication skills, with the ability to translate financial data into actionable insights for executives and stakeholders.
✔️ Experience in financial services or a related industry preferred.
✔️ Ability to drive process improvements and leverage technology for enhanced financial reporting and visualization.
This is an exciting opportunity for a results-driven finance leader to make a significant impact in a fast-paced and evolving organization. If you're passionate about strategic financial leadership and driving business success, we’d love to hear from you!
Myers-Holum, Inc. (MHI) is a privately held enterprise systems and data integration consulting firm founded in 1981 in New York, New York. Having consulted for more than 800 companies ranging from the Fortune 500 to the lower Mid-Market, our staff represents a diverse and ambitious group of consulting and development professionals with in-depth industry, systems, and data management expertise. Today, MHI has regional presence in core markets across North America. We assist market-leading companies in the implementation of NetSuite ERP, CRM, HCM, FP&A, and eCommerce solutions, and are recognized internationally as a leading NetSuite Alliance Partner and NetSuite Commerce Agency Partner with over 300 NetSuite consultants and developers. As such, Myers-Holum is trusted by NetSuite to deliver seamless end-to-end NetSuite implementations, integrations, customizations and ongoing support and administration for NetSuite customers across globally. To ensure alignment with NetSuite’s leading practices, MHI has been certified in the NetSuite SuiteSuccess offering, which defines the NetSuite system best practices meant to best service specific industries and types of clients adopting the NetSuite system. MHI has worked with over 800 companies and subsidiaries implementing and running NetSuite, and is comfortable working with customers of varying size and complexity through multi-faceted and multi-vendor implementations and can provide program management oversight to ensure proper alignment of timelines and deliverables to avoid conflicts. MHI is also a Dell Boomi Certified Integration Partner, with over twenty experienced Dell Boomi architects, developers, and administrators. Other expertise and services offered by MHI include engineering and implementation of cloud data management, data warehousing, and business intelligence solutions leveraging market leading platforms such as Google Cloud Platform and BigQuery.
Understand the required skills and qualifications, anticipate the questions you may be asked, and study well-prepared answers using our sample responses.
Director of Financial Planning & Analysis (FP&A) Q&A's