Director of Financial Planning & Analysis

Strategic Finance & Planning:

• Own the multi-year operating model and connect the financial plan to the Company’s strategy, growth targets, and key assumptions, then translate that into the annual budget

• Lead the annual budgeting process end-to-end, partnering with functional leaders and directing the build of the underlying three-statement model

• Identify the operational levers that actually move results and turn analysis into specific, quantified recommendations for the leadership team

• Frame scenario and sensitivity analyses to evaluate strategic options (headcount, utilization, etc.) and quantify trade-offs so leadership can make informed decisions

• Evaluate where to deploy resources, assessing ROI and tracking progress of strategic initiatives against the value-creation plan

Business Partnership:

• Serve as an embedded finance partner to service-line/divisional leaders, translating results into operational actions and helping leaders own their P&Ls and hit targets

• Partner with operating and functional leaders to translate strategy into financial targets, challenge assumptions with an objective lens, and drive accountability to outcomes

• Lead financial analysis supporting service line launches, strategic hires, strategic planning (i.e. workforce, capacity and compensation planning), and other growth initiatives

• Define reporting and dashboard requirements with functional leaders to ensure the business has the insights it needs to manage performance

Reporting & Board Engagement:

• Own monthly and quarterly reporting, shaping the narrative and insights that leadership acts on

• Own the preparation materials for quarterly Board meetings and senior leadership presentations, including the storyline, key messages, and overall quality

• Track and interpret key performance indicators (KPIs), surfacing trends and risks proactively

• Ensure accuracy, clarity, and timeliness across all of the function’s deliverables

Leadership & Development

• Build out and continuously improve BBG’s FP&A function, establishing processes, standards, and reporting

• Manage, mentor, and develop the junior FP&A staff, setting priorities and reviewing work product

• Bachelor’s degree in accounting, finance, economics or related field from a top university

• 8-12 years of progressive experience in FP&A, corporate finance, or transaction advisory services, including experience leading work and/or managing others

• Proven track record as a strategic business partner to senior leadership

• Executive presence with the ability to influence and constructively challenge senior leaders

• Excellent communication, written and verbal, and analytical skills

• Skilled at translating complex financial and operational data into concise takeaways and actionable recommendations

• Highly curious and a strategic thinker

• Superior attention to detail

• Strong organizational skills and the ability to manage multiple priorities

• Resourceful self-starter who operates with minimal direction

• Mature and professional with a strong work ethic

• Highly proficient in Microsoft Office Suite of products (Excel, PowerPoint, Word)

Preferred Qualifications:

• Prior experience working in a PE-backed environment and/or professional services firm

• Prior experience building or scaling an FP&A function

• CPA, CFA, and/or MBA

• Proficient with BI tools (e.g. PowerBI, Tableau)

• Experience leveraging AI tools to drive process efficiencies

 Unique Attributes:

• PE-backed company

• Fast-paced, small-team setting

• Reports directly to the Chief Financial Officer

• Highly visible role with direct exposure to executive leadership

• Key contributor to strategic initiatives and value creation

• Insight into multiple functions of the business

• Competitive compensation and benefits

• Good company culture and casual work environment