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Description
About ITS:
Do you have the CHOPS ? IT Solutions lives its values: C lient Success is Our Success, H ungry for the Journey, O wnership Thinking, P assionate Problem Solving, and S urrender the Ego. If your values align, we want you to be a part of a fast-growing Managed Service Provider specializing in providing high-end technology solutions to small and mid-market businesses. IT Solutions is a nationally recognized leader in the IT space, with over 25 years of experience and thousands of satisfied clients. Join and grow with us, as we continue to innovate new ways to help businesses Experience Excellence.
Job Summary: The Director, Financial Planning & Analysis provides strategic leadership for the organization’s financial planning, forecasting, performance management, and decision-support capabilities. Reporting to the CFO, this role serves as a trusted financial partner to executive leadership and translates business strategy into measurable financial and operational plans. The Director leads the annual budget, long-range planning, and recurring forecasting processes; establishes scalable financial models and management reporting; and delivers forward-looking insights regarding growth, profitability, cash flow, capital allocation, and business performance. The position strengthens financial discipline across the organization, identifies emerging risks and opportunities, and enables leaders to make informed, data-driven decisions.
This role also builds and develops the FP&A function by establishing clear standards, strengthening business partnerships, improving systems and processes, and leading a high-performing team capable of supporting the organization’s continued growth.
Requirements
Responsibilities:
Financial Strategy and Executive Partnership
Serve as a strategic financial advisor to the CFO, executive leadership, and business leaders.
Translate organizational strategy into financial priorities, operating plans, performance measures, and resource-allocation recommendations.
Provide objective financial perspectives on growth opportunities, operational investments, organizational capacity, and business risks.
Develop executive-level financial narratives that connect results, operating performance, assumptions, risks, and recommended actions.
Lead scenario planning and sensitivity analysis to evaluate alternative strategies and potential business outcomes.
Support leadership discussions concerning organic growth, new offerings, market expansion, pricing, investments, and other strategic initiatives.
Present financial analyses, forecasts, risks, and recommendations to executive leadership and other key stakeholders.
Enterprise Planning, Budgeting, and Forecasting
Own and continuously improve the organization’s annual budgeting, recurring forecasting, and long-range financial planning processes.
Establish planning calendars, methodologies, assumptions, templates, governance standards, and accountability across participating business units.
Partner with functional leaders to develop financially sound operating plans aligned with organizational goals.
Consolidate departmental plans into an integrated company forecast covering revenue, profitability, operating expenses, cash flow, and capital requirements.
Assess forecast accuracy, identify significant deviations, and implement improvements to assumptions, methodologies, and planning practices.
Ensure financial plans reflect operational drivers, workforce requirements, investment priorities, and anticipated business conditions.
Maintain multiple financial scenarios that enable leadership to respond effectively to changing performance or market conditions.
Financial Analysis and Performance Management
Establish an enterprise performance-management framework that connects strategic priorities with financial and operational measures.
Lead monthly and quarterly analysis of actual performance compared with budget, forecast, prior periods, and strategic expectations.
Identify the underlying drivers of financial performance and convert findings into clear, actionable recommendations.
Oversee profitability and margin analysis by service, offering, client segment, business unit, or other relevant dimensions.
Evaluate revenue performance, cost structure, operating leverage, working capital, cash flow, return on investment, and capital requirements.
Develop leading indicators and early-warning measures that identify emerging financial risks and opportunities.
Partner with Finance and business leaders to define corrective actions when performance differs from plan.
Reporting, Analytics, and Business Intelligence
Lead the development of accurate, timely, and decision-oriented management reporting.
Establish consistent definitions, methodologies, and governance for financial and operational performance measures.
Develop executive dashboards and reporting packages that highlight results, trends, risks, opportunities, and required decisions.
Advance the use of automation, financial systems, analytical tools, and business intelligence within the FP&A function.
Reduce manual reporting and increase the team’s capacity for forward-looking analysis and strategic support.
Collaborate with Accounting and other data owners to reconcile management reporting with underlying financial records.
Capital Allocation, Investment, and Transaction Support
Develop financial frameworks for evaluating capital deployment, strategic investments, business cases, and competing resource priorities.
Lead financial modeling and due diligence support for potential acquisitions, integrations, investments, and partnerships.
Experience partnering directly with executive leaders and presenting financial recommendations to senior stakeholders
Experience improving financial processes, reporting, systems, automation, or business intelligence capabilities
Preferred: experience in a growing, multi-entity, or acquisitive organization, ideally in technology services or a Managed Service Provider environment
Preferred: experience supporting acquisitions, due diligence, integration planning, or investment evaluation
Certificates, Licenses, Registrations:
CPA, CMA, CFA, ACA/ACCA/CIMA, or equivalent professional finance or accounting qualification preferred
MBA or other relevant graduate degree preferred
Compensation Package
ITS offers a full benefits package, including:
Rich Medical and prescription plans
Dental & Vision
Paid Holidays and Flexible Paid Time Off
401K/401K Roth with Safe Harbor matching
Stock Appreciation Rights
Company-paid life insurance, long-term and short-term disability insurance
Company-paid mental health support & financial wellness services
FSA for medical and dependent care
HSA option with compatible medical plan
Company-paid training, materials, and exams
Performance-based bonuses
IT Solutions is an equal employment opportunity employer that provides opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
