Overview
Director of Financial Planning and Analysis Jobs in Washington DC-Baltimore Area at Grant Morgan
Title: Director of Financial Planning and Analysis
Company: Grant Morgan
Location: Washington DC-Baltimore Area
Head of Financial Planning & Analysis
The Company
We are partnering with an innovative, acquisition-focused, private equity-backed professional services organization to recruit a Head of Financial Planning & Analysis (FP&A). The company provides critical back-office services to law firms, including business development and marketing, finance, IT, and HR—helping its clients stay focused on delivering exceptional legal services. At an exciting stage of growth, the organization expects to double in size over the next 3 to 5 years through acquisitions and organic expansion. It offers a collaborative, entrepreneurial, and energizing environment for leaders who want to help shape what comes next. Headquarters in the Washington DC area but opportunity for this role to be remote.
Position
This newly created role reports directly to the CFO and works closely with the executive leadership team and business unit leaders. The Head of FP&A will have the opportunity to build and lead the company’s FP&A function, strengthening financial planning, reporting, forecasting, and business analytics capabilities while improving core planning processes. This leader will play a key role in developing business models and KPIs, supporting annual, budgeting activities, forecasting and internal and external reporting to the Board and Private Equity Firm. The position also provides strong visibility into departmental performance and strategic priorities, offering the chance to influence decision-making, drive meaningful changes, and make a lasting impact on the business.
Requirements
- 5+ years of FP&A experience, ideally within a small to mid-sized, high-growth/private equity backed organizations.
- Bachelor’s degree in Accounting, Finance, or a related field required; MBA a plus.
- Demonstrated ability to identify, analyze, and improve key financial metrics especiallty in a multi-entity environment.
- Experience with planning, budgeting, and reporting platforms such as Sage Intacct, PowerBI or other similar platforms.
- Comfort working in a collaborative headquarters environment with a senior leadership team focused on growth and transformation.
- Strong leadership and communication skills, with the ability to manage multiple priorities and work effectively across teams.
- A motivated, hands-on leader with a strong sense of ownership and follow-through.
- A high degree of ethics, integrity, and sound judgment.
Compensation
The company offers a competitive compensation package commensurate with experience.
