Director of Financial Planning & Analysis

Job Description:

AML RightSource is the leading expert solutions provider of managed services and advisory, dedicated exclusively to financial crime compliance. As financial crime continues to evolve, we help organizations stay ahead through expert-led services and deep industry knowledge. 

Specializing in anti-money laundering, financial crime prevention, and third-party compliance, we deliver tailored solutions that enhance operational efficiency and reduce business risk. With a global presence and a team of more than 7,000 specialized, trained professionals, AML RightSource partners closely with clients to transform their compliance programs into strategic advantages. 

Our focused expertise and partnership-driven approach ensure adaptable, scalable solutions that meet today’s complex regulatory demands. We empower organizations to strengthen compliance, protect their businesses, and confidently navigate an ever-changing financial crime landscape.

About the Position

Location: Remote, U.S.

Experience: 12+ years of progressive FP&A experience, including 3+ years in a leadership role

Application Deadline: July 31, 2026

Applications may be submitted via the ‘Apply’ button above.

We are seeking a strategic, hands-on Director/Head of FP&A to build and lead a best-in-class financial planning function in a high-growth IT / Managed Services environment.

Reporting directly to the CFO, this role will serve as a key business partner to the executive team, driving financial strategy, performance insights, and operational rigor across the organization. This is a highly visible leadership role with direct exposure to the Board and investors.

Ideal candidates bring deep experience in technology or services-based business models, ideally within a private equity-backed company, and are comfortable operating in a fast-paced, global environment.

Primary Responsibilities

Strategic Leadership & Executive Partnership

• Serve as a trusted advisor to the CFO and executive team, delivering data-driven insights that influence key decisions
• Lead financial strategy, aligning planning efforts with company growth and value creation goals
• Translate complex financial data into clear, actionable recommendations for leadership

FP&A & Business Performance

• Own the end-to-end budgeting, forecasting, long-range planning processes, and monthly/quarterly reporting
• Develop and maintain driver-based financial models (revenue, gross margin, profitability, cash flow)
• Lead variance analysis and performance tracking, holding business partners accountable to targets
• Analyze resource utilization metrics (billable vs. non-billable) to optimize productivity and reduce revenue leakage

Cross-Functional Business Partnership

• Partner with Sales, Delivery, and Marketing to drive revenue growth and margin improvement
• Support pipeline forecasting, conversion analysis, and pricing strategies, including large multi-year deals
• Provide financial leadership for cost optimization initiatives, capital allocation, and M&A activities

Team Leadership & Build-Out (Critical)

• Build, scale, and lead a high-performing FP&A team
• Establish best practices, processes, and operating cadence across the function
• Foster a culture of accountability, continuous improvement, and analytical excellence
• Partner closely with Controllership to ensure accurate and timely reporting

Data, Systems & Analytics

• Drive adoption of FP&A tools, automation, and advanced analytics
• Improve data infrastructure to enable real-time, decision-ready insights

Board & Investor Engagement

• Own preparation of financial presentations, Board decks, investor reporting, and lender materials
• Support due diligence and corporate development initiatives

Required Qualifications

• Bachelor’s degree in Finance, Accounting, or related field (MBA/CPA/CFA preferred)
• 12+ years of progressive FP&A experience, including 3+ years in a leadership role
• Proven experience building and scaling an FP&A function and team in a technology, services, or managed services environment (required)
• Strong experience with services-based business models (e.g., utilization, project-based revenue, margin optimization)
• Advanced financial modeling and forecasting expertise, with full ownership of forecasting, variance analysis, and performance accountability
• Ability to turn data into actionable insights that influence business decisions and outcomes (not just reporting)
• Strong executive presence with the ability to influence senior leadership and present to the Board
• Experience operating in a fast-paced, global, and dynamic environment
• Experience with financial systems and analytics platforms (e.g., Domo, NetSuite, Workday, Power BI, etc.)
• Strong Excel skills and exposure to AI-based tools

Preferred Qualifications

• Experience in a private equity-backed company
• Experience partnering deeply with Sales organizations on pricing, pipeline, and deal structuring

Why This Role?

• High-impact role with direct CFO and Board exposure
• Opportunity to build and scale FP&A from a leadership level
• Work in a growth-oriented, PE-influenced environment
• Shape financial strategy in a dynamic, services-driven business

Compensation & Benefits

• $175,000 annually, commensurate with depth of FP&A experience

• Comprehensive health, dental, vision, and defined contribution retirement plan benefits  

• Paid time off and holidays (in accordance with local law)

• Professional development opportunities  

• Collaborative work environment with global exposure

AML RightSource, LLC will not provide sponsorship for employment visas or participate in STEM OPT for this position. 

AI Screening Notice

AML RightSource may use AI tools to support candidate screening; however, all hiring decisions are made through human review.

Equal Opportunity Employer & Accessibility

AML RightSource is an Equal Opportunity Employer and we welcome diversity in the workforce. All qualified applicants will receive consideration for employment without discrimination. We are committed to providing accommodations to individuals with disabilities throughout all aspects of the recruitment process. If you require accommodation to participate in the recruitment and selection process, please email hiring@amlrightsource.com or discuss your needs when contacted for an interview.

Recruitment Scam Alerts
We’re aware of an increase in recruitment scams where individuals falsely claim to represent AML RightSource. These scammers may ask for money or personal information by offering fake job opportunities through email, text message, or social media. Please verify the source of any job-related communications carefully. All official AML RightSource communications are conducted through “@amlrightsource.com” email addresses. If you encounter suspicious messages, do not respond.