Director, Financial Planning & Analysis

Director, Financial Planning & Analysis Position: 1 Direct Hire – Onsite Location: Atlanta, GA (30309) Schedule: Monday – Friday | 9:00 AM – 5:00 PM ET Industry: Financial Services / Insurance Category: Finance / Accounting / Leadership We are seeking a Director of Financial Planning & Analysis (FP&A) to lead financial reporting, forecasting, and strategic financial initiatives for a fast-growing organization. This role partners closely with the CFO, finance and accounting teams, and senior leadership across the business to ensure alignment on corporate goals, cash flow management, capital deployment, and expense management. The Director of FP&A will own the full suite of financial reporting and analysis, support strategic decision-making, and lead a small FP&A team in a dynamic, growth-oriented environment. This role is ideal for a proactive finance leader with strong technical accounting expertise and a passion for driving business performance. This is a 100% onsite role in Atlanta, GA. What We Are Looking For: Strategic finance leader with strong FP&A and reporting expertise Hands-on leader who can own details while driving big-picture insights Strong business partner to executive leadership Comfort operating in a fast-paced, evolving organization High integrity, self-motivated, and results-driven mindset

Key Responsibilities

• Financial Reporting & Compliance

Lead and manage the financial reporting function Ensure compliance with GAAP and special-purpose accounting principles Oversee preparation and filing of quarterly and annual financial statements Stay current on emerging accounting and reporting standards and implement changes as needed Assist with internal and external audit requests

• FP&A Leadership & Strategic Partnership

Serve as a strategic partner to executives and department leaders Support budgeting, forecasting, and variance analysis Analyze trends and financial results to support decision-making Support the CFO in preparing Board financial packages and ad hoc presentations

• Systems, Process & Technology Improvement

Lead initiatives to enhance financial reporting technology Expand and optimize use of Planful, Blackline, and other reporting systems Evaluate and implement new tools to streamline reporting and analysis Support implementation of new partners and sales channels

• Cross-Functional Collaboration & Guidance

Collaborate with cross-functional teams to gather and analyze financial data Provide technical accounting guidance on complex transactions Partner with legal and compliance teams to ensure accurate disclosures Ensure consistency and accuracy of financial information across the organization

Required Qualifications

Bachelor's degree in Accounting or Finance FP&A management experience in a fast-paced environment Strong technical accounting background Advanced Excel proficiency Excellent analytical and problem-solving skills Strong communication skills with ability to explain complex financial topics Ability to manage multiple priorities and meet deadlines Recruiter Submission Template:Full Name: Current Location (City, State): Highest Degree (Field, Institution):\ Years of FP&A leadership experience: Experience owning budgeting and forecasting? (yes/no): Strong GAAP and financial reporting background? (yes/no): Advanced Excel skills? (yes/no): Experience supporting Board-level reporting? (yes/no): Private Equity–backed company experience? (yes/no): Big 4 / consulting / banking background? (yes/no): Insurance industry experience? (yes/no): Experience with Planful or Blackline? (yes/no): Available to interview (date/time): Available start date: Salary expectation: Notice period: Are you ready to relocate on your own expenses and work onsite full-time at Atlanta, GA (30309)?