Director, Finance and Strategy

In this role you will own the budgeting and forecasting lifecycle for a fast-growing company, shaping the enterprise financial model and driving scalable planning. You will partner with strategy and finance leaders to translate targets into detailed plans, while building a durable model and standardized processes. You will lead a small finance team, present to the CFO and executives, and push continuous improvements through technology and AI. This is a hands-on, impact-focused leadership role in a dynamic environment.

• Own the long-range planning and annual budgeting process from kickoff to board presentation with clear timelines and deliverables
• Collaborate with Corporate Strategy and finance teams to translate revenue/margin targets into detailed budgets and staffing plans
• Lead the redesign and rebuild of the enterprise forecasting model with emphasis on revenue forecasting and driver integration
• Create a durable, scalable financial model delivering consistent, decision-ready outputs and reduce manual adjustments
• Establish standardized forecasting methodologies, processes, and best practices across Finance & Strategy
• Improve forecasting accuracy by implementing repeatable frameworks enabling the team to operate independently
• Manage and develop a small finance team with coaching and ensuring model accuracy between cycles
• Present budget recommendations, forecasts, and methodologies to CFO and executive leadership
• Identify opportunities to enhance financial planning, reporting, modeling, and workflows through technology, automation, and AI

• 8+ years in FP&A, corporate finance, investment banking, or similar
• At least 2 years of direct ownership of budgeting/forecasting process from start to finish
• Advanced Excel and financial modeling skills including three-statement models
• Experience turning revenue growth and margins targets into detailed, bottoms-up plans
• Strong understanding of FP&A methodologies, drivers, and modeling best practices
• Exceptional written and verbal communication for senior stakeholders
• Prior people management experience or readiness to lead direct reports
• Experience with NetSuite and Power BI for analytics and reporting
• Experience in a high-growth or private equity-backed environment is a plus
• Experience leveraging AI tools (e.g., Claude) to improve workflows is a plus

• communication
• leadership
• collaboration
• Advanced Excel
• financial modeling
• NetSuite