Overview

Director of Financial Planning and Analysis Jobs in United States at Cloud for Good

Title: Director of Financial Planning and Analysis

Company: Cloud for Good

Location: United States

Cloud for Good is seeking a Director of Financial Planning & Analysis (FP&A) to lead the company's budgeting, forecasting, financial modeling, and analysis functions. Reporting to the Chief Finance & Administrative Officer (CFAO), this role will serve as a trusted business partner to the CEO, COO, CRO, and senior leadership team, providing actionable financial insights that support growth, operational excellence, and strategic decision-making.

The Director of FP&A will own the company's annual budgeting process, monthly forecasting cadence, long-range planning, and executive reporting while developing financial models and analyses that drive performance across sales, delivery, customer success, operations, and corporate functions. This role requires a highly analytical leader who can translate complex financial data into clear business recommendations and influence decision-making at all levels of the organization.

Location: Virtual: Home-based office in the US or Canada

Work Authorization: Citizens or Permanent Residents of USA or Canada. Cannot provide Visa

sponsorship.

Responsibilities:

1. Financial Planning and Forecasting

  • Lead the annual budgeting process across all departments and business units.
  • Own monthly and quarterly forecasting processes, including revenue, bookings, utilization, headcount, operating expenses, and cash flow projections.
  • Develop and maintain long-range financial plans that support Cloud for Good's growth strategy and investment priorities.
  • Build and continuously improve financial models to evaluate business performance, growth opportunities, and strategic initiatives.
  • Drive scenario planning and sensitivity analyses to support executive decision-making.
  • Own budget development for add-on M&A business and new lines of business in a high growth setting.

2. Strategic Business Partnership:

  • Serve as a strategic financial advisor and business partner to the CEO, COO, CRO, CFAO, and other senior leaders.
  • Partner with executive leadership to evaluate investments, resource allocation decisions, organizational growth plans, and operational initiatives.
  • Translate financial results into actionable recommendations that improve profitability, scalability, and business performance.
  • Support board, investor, and leadership presentations with financial analysis and strategic insights.
  • Develop KPIs and performance metrics that align financial outcomes with operational goals.

3. Revenue and Operations Analysis:

  • Partner closely with Sales and Revenue Operations to analyze pipeline health, bookings, revenue forecasts, sales productivity, and growth trends.
  • Collaborate with Delivery and Operations leadership to monitor utilization, margins, project performance, and workforce planning.
  • Analyze revenue drivers, client profitability, pricing strategies, and business unit performance.
  • Identify opportunities to improve operational efficiency, profitability, and resource utilization.

4. Reporting and Performance Management:

  • In collaboration with the Controller, lead monthly financial reporting and variance analysis against budget, forecast, and prior-year performance.
  • Develop executive dashboards and reporting packages that provide timely, actionable business insights.
  • Establish consistent financial planning processes, reporting standards, and performance management frameworks across the organization.
  • Ensure leadership and board have visibility into key risks, opportunities, and emerging business trends.

5. Process Improvement and Systems:

  • Continuously improve FP&A processes, models, tools, and reporting capabilities.
  • Partner with Finance, Operations, and Systems teams to enhance data quality, reporting automation, and planning capabilities.
  • Evaluate and implement best practices in financial planning, forecasting, and business analytics.
  • Support future scalability of financial systems, planning processes, and reporting infrastructure.

Key Performance Indicators (KPIs) for the role:

  • Accuracy and effectiveness of forecasting and financial planning processes.
  • Quality and timeliness of executive reporting and business insights.
  • Improvement in decision-making through financial analysis and strategic recommendations.
  • Strong partnership with executive leadership and department leaders.
  • Development of scalable planning processes that support Cloud for Good's continued growth.
  • Identification and execution of opportunities that improve profitability, operational performance, and resource allocation.

Qualifications:

Required

  • Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
  • 8+ years of progressive experience in FP&A, corporate finance, strategic finance, investment banking, management consulting, or related fields.
  • Experience leading annual budgeting, forecasting, and long-range planning processes in a growth-oriented organization.
  • Experience in professional services, consulting, SaaS, technology, or recurring revenue businesses.
  • Advanced financial modeling, forecasting, and analytical skills.
  • Strong executive presence with the ability to influence senior leaders and communicate complex financial concepts clearly.
  • Demonstrated ability to partner cross-functionally with sales, operations, and executive leadership teams.
  • Advanced proficiency in Excel, financial modeling, and business intelligence/reporting tools.

Preferred

  • Experience supporting private equity-backed or investor-backed organizations.
  • MBA, CFA, CPA, or other relevant professional designation.
  • Experience with Salesforce reporting and analytics environments.

Working Successfully at CFG

Cloud for Good is a client-service organization, and as a member of our fully remote team, there are a few non-negotiables that enable collaboration, professionalism, and exceptional client outcomes. We succeed when our teams work in partnership with clients, communicate proactively, and uphold the standards that make Cloud for Good a trusted partner.

Travel Requirements

  • All roles at Cloud for Good include a travel component. Business travel—both domestic and international—is required based organizational priorities. The amount of travel will vary by role but is generally expected to be up to 20% annually. Travel is considered an essential part of this position.

Work Environment

  • Cloud for Good is a fully remote company. Team members are expected to maintain a professional, distraction-free workspace that is camera-ready for video meetings. Collaboration takes place across Zoom, Office 365, and Salesforce during standard business hours (9:00 a.m. – 5:00 p.m. in your local time zone).

Time Zone Alignment

  • Cloud for Good is a global organization with operations in India and North America. As a finance team member, you may be required to adjust your work hours occasionally to align with your team members’ time zones to support effective communication, collaboration, and priorities.

Disclaimers

Equal Employment Opportunity

  • At Cloud for Good, we are proud to be an Equal Opportunity Employer and adhere to the principles of Equal Employment Opportunity (EEO). We do not discriminate in employment decisions or practices on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, veteran status, or any other legally protected characteristic.
  • Our commitment to non-discrimination applies across every location in which our company operates, and it encompasses all aspects of employment.
  • Cloud for Good strongly encourages individuals from diverse backgrounds and identities to apply. Our commitment to diversity not only strengthens our workplace culture but also drives better outcomes for our clients. We value inclusivity and want applicants who may require special assistance or accommodation during the interview process to know we’re here to assist you.

Use of AI in Interviewing

  • At Cloud for Good, we believe in conducting interviews that are fair, equitable, and designed to evaluate candidates based on their qualifications and experience, with the organization. To ensure that all candidates are given an equal opportunity to demonstrate their abilities, we prohibit the use of AI or any other type of machine learning tools during the interview process.
  • Candidates are expected to participate in the interview process remotely using video conferencing. Any attempt to use AI or similar technology to respond to interview questions, analyze or provide feedback on the interview process, or perform any other interview-related tasks is strictly prohibited and will be considered a violation of our policy and may result in disqualification from the interview process.
  • We understand that some candidates may have disabilities or other circumstances that require accommodation during the interview process. In such cases, we will make reasonable accommodations to enable candidates to participate in the interview process to the best of their ability. However, we do not permit the use of AI or similar technology as a substitute for direct participation in the interview.

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