FP&A Lead

We are seeking a talented Director, FP&A to join our growing Finance team. You'll play a pivotal role in driving the financial strategy in a company that's rapidly expanding both domestically and globally. 

This is a hybrid role with onsite work in Minneapolis, MN. 

Target Levels: Senior Manager or Director, depending on experience.

OVERVIEW

The Director, FP&A is a critical partner to our leadership team, driving financial strategy, operational excellence, and profitable growth.  This position will serve as a key report to the SVP Finance and play a pivotal role in building scalable FP&A capabilities for the business.

As the Director of FP&A, you will be the backbone of our financial strategy, translating business objectives into concrete financial plans and actionable insights. You will lead the development of our annual budget, long-range financial forecasts, and key business metric analysis. This is a highly visible role that requires not just strong technical and financial skills, but also superior cross-functional partnership and leadership. 

The person in this role will also be expected to expand the FP&A department as phData expands its operations globally.

What You’ll Do:

• Strategic Planning & Forecasting: 
• Lead the company’s annual operating plan, quarterly and monthly forecasts, and long-range planning processes
• Partner with the SVP Finance and executive team to develop financial strategies that align with business objectives and value creation goals
• Expert-level financial modeling to support scenario planning, evaluate strategic investments and M&A, and translate insights into actionable recommendations for senior leadership
• Financial Business Partnering: 
• Serve as a trusted financial advisor to executive leadership and department leaders, providing data-driven insights on resource allocation, operational efficiency, and investment decisions
• Exert significant influence across the organization at a leadership level, driving alignment on financial processes and reporting standards across the business
• Support headcount planning, pricing, margin analysis, and cost optimization initiatives
• Support weekly revenue forecasting process, including reporting and communication to leadership
• Financial Modeling & Analysis: 
• Develop and maintain the company’s key three statement financial model (P&L, Balance Sheet, Cash Flow) to support a high-growth business, strategic initiatives, and scenario planning
• Develop and maintain the company’s 13-week cash flow forecast and debt covenant forecasting to support the company’s financial health and lender relationships
• Reporting & Presentation: 
• Prepare executive-level reporting packages and presentations for leadership, Board of Directors, and lenders
• Translate financial performance into clear narratives that inform strategic decisions
• Build strong financial infrastructure:
• Oversee the implementation and ongoing utilization of FP&A software providing insight into historical financial results and models to forecast the financial trajectory
• Partner closely with the Data team to ensure necessary data is accurate, timely, and comprehensive for historical and forecasting purposes
• Process Improvement: 
• Drive continuous improvement in FP&A processes, reporting, and systems to enhance forecasting accuracy, efficiency, and data integrity
• Team Leadership: 
• Mentor and develop the FP&A team, fostering a culture of high performance, analytical rigor, and continuous professional growth

Our ideal candidate will have:

• 8+ years of progressive experience in Finance roles, with at least 3 years in a leadership role within Financial Planning & Analysis (FP&A), including leading a nearshore or offshore team
• Experience in a private equity portfolio company or investment banking is a significant plus
• Deep industry experience in one of the following areas is a strong preference:
  • Experience working within a professional services or consulting organization (e.g., global consulting firms, specialized advisory, or boutique firms).
  • Experience holding an FP&A position in a tech-enabled services company
• Exceptional communication and presentation skills, with the ability to distill complex financial concepts into clear, actionable insights for non-finance leaders.
  • Ability to clearly articulate services’ contract structures, utilization, headcount planning, etc. 
• Ability to connect financial analysis to broader business strategy. Experience leading finance through organizational change, growth phases, or performance optimization initiatives
• Technical & Analytical Skills:
  • Strong command of financial statements, forecasting techniques, and cost structure analysis and a deep understanding of unit economics, pricing dynamics, and operational trade-offs
  • Demonstrated experience with selecting, implementing, and using FP&A software (e.g., Anaplan, Adaptive Planning, Vena, etc.)
  • Advanced Excel and financial modeling capabilities; deep experience with forecasting and scenario planning
  • Proficient with BI tools (e.g., Sigma Computing a plus, Tableau, Power BI, etc.)
  • Proficient with Google suite

Why phData? We offer:

A casual, award-winning small-business work environment
A culture that prizes autonomy, creativity, and transparency
Competitive compensation, benefits, PTO, and perks