
Director of Financial Planning and Analysis
Leadenhall Search & Selection, Town of Texas, WI, United States
Our client is a fast-growing non-audit advisory firm delivering performance improvement services across Finance transformation, FP&A, TAS, turnaround, Office of CFO, Accounting Advisory and more.
The Role
The firm is seeking an experienced professional to support financial planning and analysis initiatives across a range of client engagements.
About You
- Bachelor’s degree in business or related field (Master’s preferred)
- 10+ years’ experience in consulting, FP&A, or business operations
- Strong analytical and technical skillset, including SQL, Python or similar, and tools such as Tableau or Power BI
- Experience working with ERP systems (e.g. SAP, Oracle, NetSuite, Dynamics)
- Advanced Excel and PowerPoint skills, with solid accounting and finance knowledge
- Proven ability to analyse performance, identify improvements, and communicate insights clearly
- Strong stakeholder management skills and a proactive, solutions-focused mindset
- Willingness to travel as required
Key Responsibilities
- Deliver reporting and performance visibility solutions, including KPI development and dashboards
- Support budgeting, forecasting, and long-range planning processes
- Provide interim FP&A support to clients where needed
- Deliver financial modelling and analysis (e.g. cash flow, ROI, pricing, profitability) to support decision-making
This is an excellent opportunity for someone who has worked both in client-facing and in-house facing roles and appreciates the dynamic nature of a client advisory role. Our client is going through very exciting PE-backed growth and these key hires will be able to truly impact the firm and this group over the coming years whils creating long-term wealth for themselves!
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