Director, Financial Planning & Analysis

The Role

As Modern continues to scale, we are seeking a highly analytical and commercially minded Director of FP&A to build and lead the company’s financial planning, forecasting, reporting, and business intelligence capabilities. Reporting directly to the CFO, this leader will play a critical role in helping Modern make data-driven decisions, improve operational performance, and support the company’s next phase of growth.

The Director of FP&A will serve as the strategic finance business partner to the CFO and executive leadership team. This individual will own the company’s budgeting, forecasting, long-range planning, financial analysis, KPI reporting, bonus and variable comp calculations, and performance management processes. 

The successful candidate will combine strong analytical capabilities with business acumen, helping leadership understand the key drivers of growth, profitability, productivity, and cash generation across the organization. This role requires someone who is comfortable operating both strategically and hands-on in a high-growth, entrepreneurial environment. 

Key Responsibilities 

Financial Planning & Forecasting 

• Lead the annual budgeting process and quarterly reforecast cycles

• Develop and maintain driver-based financial models for revenue, headcount, productivity, operating expenses, EBITDA, and cash flow

• Build rolling forecasts and long-range strategic planning models

• Develop scenario analyses and sensitivity models to support executive decision-making

• Improve forecast accuracy through enhanced reporting, analytics, and business partnership

Business Performance Management 

• Design and maintain executive dashboards and KPI reporting

• Analyze performance across practices, consultants, recruiters, business lines, and client segments

• Identify key business trends, risks, and opportunities

• Monitor productivity, utilization, revenue generation, and profitability metrics

• Partner with leaders across the organization to improve operational and financial performance

Strategic Finance 

• Support strategic planning and growth initiatives

• Develop business cases for investments, new service offerings, acquisitions, and expansion opportunities

• Conduct pricing, profitability, and margin analyses

• Support lender, investor, board, and shareholder reporting requirements

• Provide financial insights that drive resource allocation and capital deployment decisions

Executive Reporting & Decision Support 

• Prepare monthly and quarterly financial review materials for executive leadership

• Deliver clear and actionable analyses to support decision-making

• Translate complex financial data into concise business recommendations

• Partner closely with the CFO to support strategic initiatives and executive presentations

Systems, Data & Process Improvement 

• Build scalable FP&A processes and infrastructure

• Improve reporting automation and data quality across systems

• Partner with Operations, Technology, and Finance teams to enhance business intelligence capabilities

• Drive implementation and optimization of planning and reporting tools

• Establish best practices for financial modeling, reporting, and analytics

Team Leadership 

• Help build and scale the FP&A function as the company grows

• Mentor and develop future finance team members

• Foster a culture of accountability, analytical rigor, collaboration, and continuous improvement

Qualifications Required 

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field

• 8+ years of progressive experience in FP&A, corporate finance, strategic finance, investment banking, consulting, or related disciplines

• Advanced financial modeling and forecasting expertise

• Experience supporting executive leadership teams and strategic decision-making

• Strong understanding of SaaS, professional services, consulting, or human capital business models

• Exceptional analytical, problem-solving, and communication skills

• Advanced proficiency in Excel and financial planning tools

Preferred 

• MBA, CPA, CFA, or equivalent advanced credential

• Experience within professional services, executive search, consulting, leadership advisory, or private equity-backed organizations

• Experience building FP&A processes within a scaling company

• Familiarity with Salesforce, Power BI, Tableau, Adaptive Planning, Anaplan, or similar tools

• Experience supporting board presentations and investor communications

Leadership Characteristics

The ideal candidate will demonstrate:

• Intellectual curiosity and strong business judgment

• Ability to influence without direct authority

• High attention to detail balanced with strategic thinking

• Strong executive presence and communication skills

• A hands-on, roll-up-your-sleeves mentality

• Comfort operating in a fast-paced, entrepreneurial environment

• A bias toward action and continuous improvement

Success in the First 12 Months

• Implement a driver-based forecasting model that improves predictability and decision-making

• Establish a best-in-class monthly KPI reporting process

• Improve visibility into business performance across practices and service lines

• Create scalable budgeting and forecasting processes

• Deliver actionable analyses that influence strategic and operational decisions

• Build the financial infrastructure necessary to support Modern’s continued growth and expansion

Why Modern? 

Purpose-Driven Work: Join a team that is committed to Diversity, Equity, and Inclusion (DEI) and gives back to the community by donating 10% of annual profits to support underserved youth and educational opportunities.

Impactful Projects: Contribute to meaningful projects that positively impact clients’ organizations, communities, and the development of diverse leaders.

Professional Growth: Gain exposure to various aspects of the business, with opportunities for mentorship, leadership development, and career advancement.

Comprehensive Benefits: Enjoy a robust benefits package, including medical, dental, and vision insurance, along with a 401(k) match. 

Flexibility & Balance: Benefit from a flexible remote work environment, paid parental leave, and an office setup stipend to support your work-from-home needs. 

Our Values 

Be Bold: Think strategically, seeing implications and creative paths. Innovates commercially – seeks to understand client perspective to drive impact. Innovates internally - seeks to improve processes, procedures, and technology used within and across their teams.  

Be Excellent: Deliver client ready work, with attention to detail, raising the bar of expectations within team and with data integrity to include the use of all company tools and systems. Motivated by excellence to the benefit of clients and our firm.   

Be United: Be an inclusive ‘team player,’ willing to support, develop and ‘go the extra mile’ to deliver impact with others. Proactively develops trusting relationships both within and outside our firm.   

Be Authentic: Demonstrate awareness, coachability and a desire to grow with continuous improvement. Motivated by a personal purpose aligned with our firm’s mission and values. Is accountable for delivery of client ready work.  

The pay range for this role is: 160,000 - 180,000 USD per year with a 15% annual target bonus.

Modern Executive Solutions is dedicated to creating an inclusive environment for everyone, regardless of ethnicity, religion, color, sexual orientation, gender identity, race, national origin, age, disability status, veteran or military status or care-giver status. Please contact us at careers@modernexec.com if you need assistance completing this application.