Director of Financial Planning and Analysis

Quest Group is actively recruiting for a Director of Financial Planning & Analysis (FP&A) that will lead the financial planning, budgeting, forecasting, and strategic analysis functions for a fast-growing consulting organization. This role partners closely with executive leadership and business unit leaders to provide data-driven insights that guide strategic decision-making, optimize financial performance, and support long-term growth via Mergers / Acquisitions.

The ideal candidate should have Full P&L ownership experience along with strong analytical capabilities, experience within professional services or consulting environments, and a proven ability to translate complex financial data into actionable business recommendations.

Key Responsibilities

• Lead the annual budgeting process and rolling forecasts across all business units.
• Develop and maintain financial models to support revenue forecasting, resource planning, and profitability analysis.
• Monitor performance against budget and forecast, identifying key variances and recommending corrective actions.
• Provide monthly, quarterly, and annual financial reporting packages for executive leadership.

Strategic Financial Analysis

• Partner with executive leadership to support strategic initiatives, growth planning, and investment decisions.
• Conduct scenario modeling and financial impact analyses for new service lines, market expansion, and pricing strategies.
• Evaluate profitability by client, project, and service offering.

Business Partnering

• Serve as a strategic advisor to consulting practice leaders and operational management.
• Translate financial insights into clear, actionable guidance for non-financial stakeholders.
• Support project-level financial management including margin analysis, utilization metrics, and revenue forecasting.
• Previous M&A experience

Performance & KPI Management

• Develop and monitor key performance indicators (KPIs) relevant to consulting operations, including utilization rates, billable hours, revenue per consultant, and project margins.
• Build dashboards and reporting tools that provide transparency into operational and financial performance.

Process Improvement & Systems

• Identify opportunities to improve financial planning processes, reporting automation, and forecasting accuracy.
• Collaborate with finance and IT teams to optimize financial systems and reporting tools.
• Support implementation or enhancement of FP&A technologies and analytics platforms.
• Build, mentor, and lead the FP&A team, fostering a culture of collaboration, accountability, and continuous improvement.
• Establish best practices in financial modeling, reporting, and data analysis.

Qualifications

Education

• Bachelor’s degree in Finance, Accounting, Economics, or related field required
• MBA, CPA, or CFA preferred

Experience

• 8–12+ years of progressive finance experience with significant FP&A responsibilities
• Experience within a consulting, professional services, or project-based environment strongly preferred
• Demonstrated leadership experience managing and developing finance teams
• Advanced financial modeling and forecasting expertise
• Strong understanding of consulting economics (utilization, billable rates, project margins)
• Previous Workday or Adaptive experience preferred
• Excellent analytical, problem-solving, and strategic thinking abilities
• Ability to communicate complex financial concepts to senior leadership
• Strong proficiency with financial systems, Excel, and data visualization tools (e.g., Power BI, Tableau)

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