Director of Financial Planning and Analysis
Our client, a HNI family office with a heavy concentration within their portfolio of SaaS companies, is looking for a proven Director of FP&A Transformation to lead a high-priority, enterprise-wide finance transformation initiative. This is a hands‑on, high‑impact interim role focused on modernizing FP&A reporting architecture, data flows, and financial processes across ERP, EPM, and adjacent systems.
This leader will assess current‑state FP&A and accounting processes, design scalable future‑state workflows, and deliver fully automated, integrated financial reporting across D365, OneStream, Coupa, Workday, and the broader data ecosystem. The role requires deep FP&A expertise, strong accounting fundamentals, and proven experience driving system‑enabled transformation under aggressive timelines.
Key Responsibilities
FP&A & Process Transformation
- Lead end‑to‑end assessment of current FP&A and reporting processes, identifying gaps in automation, controls, and data governance
- Re‑engineer workflows across actuals, close, forecast, budget, allocations, and management reporting
- Design and implement a standardized FP&A operating model aligned with Accounting and Data teams
Reporting & Forecasting Automation
- Architect automated integrations from D365 to OneStream for actuals, forecasts, budgets, allocations, and KPIs
- Drive a targeted 90%+ reduction in manual FP&A processes
- Standardize metadata, hierarchies, and dimensions across AOP, forecast, and management reporting
Data Governance & Controls
- Establish enterprise ownership of financial data and clarify accountability across FP&A, Accounting, and Data Engineering
- Build a robust data control framework covering data quality, transformation rules, reconciliations, and exception management
- Define and operationalize a Data Stewardship model to maintain metadata integrity and governance
OneStream Optimization
- Redesign OneStream cubes, dimensions, workflows, and consolidation logic
- Enhance driver‑based forecasting, segmentation analysis, and executive dashboards
- Shorten the close‑to‑report cycle by at least two business days while improving data accuracy
Expense, Allocation & Performance Management
- Automate expense analysis and allocation models across entities, departments, and business lines
- Align dashboards and KPIs directly to Annual Operating Plan (AOP) targets
- Deliver automated AOP vs. Actual vs. Forecast reporting for executive leadership
Cross‑Functional Leadership
- Act as the integration point between FP&A, Accounting, ERP, Data, and Reporting teams
- Translate complex system and data concepts into clear insights for senior stakeholders
- Drive urgency, accountability, and results in a fast‑moving environment
Success Metrics
- Fully automated ERP‑to‑EPM integrations with minimal manual intervention
- Standardized, governed dimensional models across FP&A and Accounting
- Accelerated close and reporting timelines
- Reliable, executive‑ and investor‑grade reporting tied to AOP performance
Qualifications
- 15+ years in FP&A, financial systems, or finance transformation roles
- Strong accounting foundation; CPA preferred
- Deep experience in forecasting, budgeting, variance analysis, and multi‑entity reporting
- Hands‑on expertise with OneStream (preferred) or Hyperion, Tagetik, or Anaplan
- Proven success redesigning processes and implementing automation and controls
- Asset management industry experience required
- Strong ERP‑EPM integration and financial data architecture knowledge
- Executive‑level communication and stakeholder management skills
Who This Role Is For
- A hybrid FP&A and systems leader who thrives on transformation and automation
- Someone who can quickly assess complexity and deliver scalable solutions
- A builder who eliminates manual work and elevates data integrity
Seniority level
Director
Employment type
Contract
Job function
Finance
Benefits
- Medical insurance
- Vision insurance
- 401(k)
Location
Stamford, CT (Hybrid – 3 days onsite / 2 days remote)
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