The Role
Lead and build the FP&A function: long-range financial planning, revenue and P&L forecasting, advanced financial modeling and analysis, M&A support, systems implementations, KPI/reporting development, and partner with executive leadership, board, and investors to inform strategic decisions. Requires operating in ambiguity and driving process improvements and AI/automation opportunities. Travel ~quarterly.
Summary Generated by Built In
We are seeking a highly strategic, hands-on Director of Financial Planning &
Analysis (FP&A) to build and lead a best-in-class FP&A function. This individual
will serve as a key thought partner to executive leadership, owning long-range
financial strategy, revenue and P&L forecasting, and advanced financial analysis
to guide decision-making in a dynamic, growth-oriented environment.
This is a builder role, and is ideal for someone who thrives in ambiguity, operates
comfortably at both a strategic and detailed level, and brings a forward-looking
perspective on where the business is headed, not just where it has been.
Travel will be a requirement for this role, anticipated to be approximately quarterly.
Analysis (FP&A) to build and lead a best-in-class FP&A function. This individual
will serve as a key thought partner to executive leadership, owning long-range
financial strategy, revenue and P&L forecasting, and advanced financial analysis
to guide decision-making in a dynamic, growth-oriented environment.
This is a builder role, and is ideal for someone who thrives in ambiguity, operates
comfortably at both a strategic and detailed level, and brings a forward-looking
perspective on where the business is headed, not just where it has been.
Travel will be a requirement for this role, anticipated to be approximately quarterly.
Key Responsibilities
- Lead long-range financial planning, including multi-year modeling, cash flow forecasting, and enterprise scenario planning
- Own and continuously refine revenue and full P&L forecasting, incorporating key business drivers, trends, and predictive insights
- Perform deep financial analysis to identify trends, variances, risks, and opportunities, translating findings into clear, actionable recommendations
- Build dynamic financial models to support strategic initiatives, including M&A evaluation, integration planning, and capital allocation
- Support M&A activity, including financial due diligence, valuation support, and post-acquisition modeling
- Partner with executive leadership as a trusted advisor, delivering forward-looking insights that shape business strategy
- Identify and improve data integrity across financial inputs, driving process enhancements that enable more accurate forecasting and analysis
- Build and optimize FP&A processes and workflows to effectively track, measure, and report on KPIs and critical financial metrics
- Drive the development and implementation of scalable FP&A processes, systems, and reporting infrastructure
- Lead or support financial systems implementations and enhancements to improve data integrity, accessibility, and decision-making speed
- Explore and introduce opportunities to leverage AI and automation within FP&A to enhance forecasting accuracy, efficiency, and insight generation
- Operate effectively in ambiguity, while balancing precision with speed and iterating as new information becomes available
- Collaborate closely with the finance and accounting team as a complementary finance leader, ensuring alignment between historical reporting and forward-looking analysis
- Collaborate with the CEO, investors, and cross-functional leaders to drive strategic initiatives and key business priorities.
- Prepare materials for board and investor discussions, bringing clarity and insight to complex financial narratives
Skills, Knowledge and Expertise
- Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CPA preferred)
- 8+ years of experience in FP&A, corporate finance, or a related field, including leadership experience
- Strong foundation in financial analysis, with the ability to synthesize complex data into meaningful insights and strategic direction
- Proven experience supporting mergers & acquisitions, including due diligence and financial modeling
- Deep expertise in long-range planning, cash flow modeling, and advanced scenario analysis
- Experience building or scaling FP&A functions, processes, or systems in a high-growth environment
- Hands-on experience with financial system implementations or significant process transformation initiatives
- Curiosity and openness to leveraging AI and emerging technologies within finance
- Strong analytical and critical thinking skills, with a demonstrated ability to identify trends and anticipate business needs
- Ability to move fluidly between high-level strategy and detailed execution
- Comfortable operating in a fast-paced, evolving environment with imperfect information
- Public company experience strongly preferred
- Strong communication and executive presence, with the ability to influence senior stakeholders
About
Shield Technology Partners is a national IT Services platform formed through the collaboration between Thrive Holdings and ZBS Partners. By combining Thrive Holdings’ technological expertise with ZBS Partners’ proven approach to supporting founder-led businesses, Shield Technology Partners is dedicated to accelerating growth, innovation and long-term value creation for IT services companies across the country.
Skills Required
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 8+ years of experience in FP&A, corporate finance, or related field including leadership experience
- Proven experience supporting M&A activity including due diligence, valuation, and post-acquisition modeling
- Deep expertise in long-range planning, cash flow modeling, and advanced scenario analysis
- Experience building or scaling FP&A functions, processes, or systems in a high-growth environment
- Hands-on experience with financial system implementations or significant process transformation initiatives
- Strong financial analysis and modeling skills, ability to synthesize complex data into actionable insights
- Comfort operating in ambiguity and moving between strategic and detailed execution
- Curiosity and openness to leveraging AI and emerging technologies within finance
- Strong communication, executive presence, and ability to influence senior stakeholders
- MBA or CPA
- Public company experience
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The Company
What We Do
Shield Technology Partners is building a world-class network of high-performing IT service businesses across the country. We are dedicated to empowering local leaders by combining their unique cultures and brands with the strength of advanced technology and national-scale resources. Our mission is simple: amplify what you’ve already built, while preserving the autonomy and relationships that make your business thrive. Through a transparent, collaborative growth model, Shield Technology Partners offers a path for MSPs to scale without losing their identity. By integrating cutting-edge technology and shared expertise, we create unmatched opportunities for your team while delivering the best of local service and innovation to clients. Together, we’re paving the way for a bold future in IT services.
