Director of Financial Planning

Hi there! We are South and our client is looking for a Director of Financial Planning!

Note to Applicants:

• Eligibility: This position is open to candidates residing in Latin America.
• Application Language: Please submit your CV in English. Applications submitted in other languages will not be considered.
• Professional Presentation: We encourage you to showcase your professional experience by including a Loom video in the application form. While this is optional, candidates who provide a video presentation will be given priority.
• Note: If you're hired for this role, you may be asked to update your LinkedIn profile :)

Our US-based client is a leading provider of technology and advisory solutions serving state, local, and education government agencies (SLED) across the United States. Through client partnerships, the company's almost 1,000 employees impact communities for good by managing and securing critical networks, solving complex human capital and fiscal problems, elevating education systems, and advancing equity as a performance imperative. Our partners with thousands of agencies as a trusted advisor delivering solutions that improve technology, operational, and economic performance to help communities thrive.

Founded in 1975, the company initiated an ambitious restart in 2016, broadening the solutions portfolio to provide the most specialized solutions, tackling the most mission-critical problems that live at the top of the public agency leadership agenda. The company drives over 20% compound annual organic growth and utilizes programmatic mergers and acquisitions to grow capabilities, attract top talent, and accelerate growth scale. Since 2020, the company has successfully completed 10 acquisitions, driving over 60% compound annual inorganic growth.

Celebrating its 50th year in 2025, the firm attracts exceptional talent and empowers them to exceed client expectations as they navigate the dynamic demands of the clients we serve. Hear more about the company's culture in the words of our employees.

WHAT YOU’LL DO:

We're seeking a Director, Financial Planning and Analysis FP&A to join our Finance team located at our Tampa, Florida office or remote. This is an excellent opportunity to work on a dynamic corporate finance and accounting team at a growing professional services firm. The Director of FP&A will support planning for key business processes, role requires strong financial reporting, planning, modeling skills and solid business judgment. The position also requires the ability to understand the big picture of the company's financial model, while being detail oriented.

IN THIS ROLE, YOU WILL:

• Lead the budgeting and forecasting process, ensuring alignment with strategic goals and objectives.
• Generate comprehensive financial reports and present findings to senior management, providing strategic recommendations based on financial analysis and projections.
• Analyze complex financial data and extract relevant insights to support business decisions.
• Conduct variance analysis to understand trends, risks, and opportunities in the business.
• Own the development and enhancement of current management reports.
• Collaborate with cross-functional teams to drive financial efficiency and profitability.
• Develop and maintain financial models and dashboards using Power BI to provide real-time visibility into business performance.
• Lead system enhancements and collaborate with contractors and IT to document and implement requirements to support new and/or changing metrics across multiple finance systems (i.e. Adaptive Planning, NetSuite) and ensure accuracy.
• Lead the implementation of a new budgeting/forecasting tool and collaborate with consultants to ensure design fits our requirements.
• Participate in continuous improvement activities to exceed customer expectations and promote a professional finance organization.
• Support strategy to driver curiosity and improve efficiency.
• Manage a team in India.
• Ad hoc and special projects as needed.

• BS/BA in Corporate Finance or Accounting
• Seven (7) or more years of progressive professional experience in corporate finance
• Experience presenting analysis and insights using excellent oral communication and written business narratives
• Ability to pursue information independently to self-educate and develop solutions
• Ability to manage, prioritize, and multi-task on multiple projects and priorities
• Self-starter who anticipates the needs of management
• Advance Microsoft Excel skills (macros, complex formulas, etc.)
• NetSuite experience

• Master's degree in Accounting, Finance, or related field
• Experience in accounting and finance with companies providing consulting services or having project-oriented revenue recognition
• Experience with NetSuite financials and reports

Our world-class work environment encompasses flexible and remote work options, a commitment to equity, and nationally respected teams in management consulting and technology services. We also offer opportunities to make a profound social impact through innovative projects, and professional development opportunities for career growth. Specifically, we will offer you a competitive compensation package including:

• Flexible paid time off
• 5% 401K matching program
• Equity opportunities
• Incentive and bonus programs
• Up to 16 weeks of paid parental leave
• Flexible spending accounts

• Medical, dental, and vision coverage
• Life insurance
• Short and long-term disability coverage
• Income protection benefits