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 [email protected] 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.
Skills Required
- Bachelor's degree in Finance, Accounting, or related field
- MBA, CPA, or CFA
- 12+ years of progressive FP&A experience
- 3+ years in a leadership role
- Proven experience building and scaling an FP&A function in technology, services, or managed services
- Strong experience with services-based business models (utilization, project-based revenue, margin optimization)
- Advanced financial modeling and forecasting expertise, including ownership of forecasting, variance analysis, and performance accountability
- Ability to turn data into actionable insights that influence business decisions
- Strong executive presence with 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)
- Strong Excel skills and exposure to AI-based tools
- Experience in a private equity-backed company
- Experience partnering with Sales on pricing, pipeline, and deal structuring
AML RightSource Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about AML RightSource and has not been reviewed or approved by AML RightSource.
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Flexible Benefits — Flexible scheduling and remote/hybrid arrangements are positioned as meaningful non-cash value that helps offset lower base pay for some roles.
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Parental & Family Support — Parental leave for both parents is described as a notable benefit that can be especially valuable for employees starting or growing families.
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Inclusive Benefits Coverage — A broad baseline menu is described as available, including medical, dental, vision, life insurance, short/long-term disability, and voluntary coverages, alongside a 401(k).
AML RightSource Insights
What We Do
AML RightSource is the leading firm solely focused on Anti-Money Laundering (AML)/Bank Secrecy Act (BSA) and financial crimes compliance solutions. AML RightSource provides highly-trained AML/BSA professionals to assist banks and non-bank financial institutions to meet day-to-day compliance tasks. Services include transaction monitoring, alert backlog management, enhanced due diligence reviews, fraud, and financial crimes advisory matters. Our highly trained workforce of analysts and subject matter experts includes the industry’s largest team of full time professionals. We typically provide our services directly from our secure facilities in Ohio, Arizona, New York, and Ontario. AML/BSA staff augmentation services can be provided on site per request.
