Overview
Director of Financial Planning and Analysis Jobs in New York City Metropolitan Area at CFO’s Domain
Title: Director of Financial Planning and Analysis
Company: CFO’s Domain
Location: New York City Metropolitan Area
DIRECTOR, FP&A
ABOUT CFO’S DOMAIN:
CFO’s Domain is a Consulting & Recruiting firm serving CFOs and their stakeholders. Our search practice recruits and works with the most relevantly skilled and pedigreed professionals looking to excel in their careers.
THE OPPORTUNITY:
Our client is a growing, private-equity backed organization operating within a services-oriented business model. The company is experiencing significant growth driven by operational expansion and acquisition activity and is investing in its financial planning and analytics capabilities to support scale, visibility, and decision-making.
The organization is seeking a Director, FP&A to lead core budgeting, forecasting, and modeling processes while partnering closely with senior finance leadership and operations. This role will initially operate as an individual contributor, with the expectation of building additional support as the business continues to grow. The position requires a strong FP&A foundation, exceptional analytical skills, and the ability to operate in a fast-moving, evolving environment.
The role is hybrid, requiring the ability to work onsite in Brooklyn approximately two days per week.
RESPONSIBILITIES:
- Lead and evolve the company’s budgeting and forecasting processes, including rolling forecasts aligned to changing business conditions.
- Build & maintain financial models supporting P&L performance, cash flow visibility, & scenario analysis.
- Deliver clear, actionable financial insights through regular reporting, variance analysis, & executive-level presentations.
- Partner with operating teams to translate business activity into accurate forecasts and performance expectations.
- Support analysis related to acquisitions, integration performance, and historical trend evaluation.
- Develop & enhance KPI dashboards & analytical tools to improve visibility for revenue, margin, & cost drivers.
- Partner with senior finance leadership on strategic planning, board materials, & investor-focused analyses as needed.
- Identify opportunities to improve FP&A processes, data quality, and tooling, including future planning system implementations.
- Collaborate with accounting to ensure alignment between actuals, forecasts, and long-range plans.
- Operate with a high degree of ownership and accountability in a dynamic, growth-oriented environment.
- Help scale FP&A function over time, including potential to build additional support as business needs evolve.
REQUIREMENTS:
- Bachelor’s degree in Accounting, Finance, or a related field required.
- 8–15 years of progressive experience in FP&A, financial modeling, or related analytical roles.
- Strong experience leading budgeting, forecasting, and financial modeling within a services-based or commercial operating environment.
- Exceptional Excel skills required; experience building complex, flexible models from the ground up.
- Exposure to planning or analytics tools beyond Excel preferred; prior implementation experience is a plus.
- Experience supporting or operating within a private-equity backed environment strongly preferred.
- Familiarity with accounting systems and financial data structures; experience working alongside accounting teams required.
- Ability to synthesize large datasets into clear insights for senior leadership.
- Comfortable operating as a senior individual contributor with the opportunity to build a team over time.
- Strong communication skills and the ability to partner effectively with both finance and non-finance stakeholders.
