Director of Financial Planning & Analysis (FP&A)

Job title: Director of Financial Planning & Analysis (FP&A)

About the Role Cloud for Good seeks a Director of Financial Planning & Analysis to lead budgeting, forecasting, modeling, and analysis. Reporting to the CFAO, this role partners with the CEO, COO, CRO and senior leaders to provide actionable financial insights that drive growth and operational excellence.

What You'll Do

• Own the annual budgeting process across all departments and business units; lead monthly and quarterly forecasting, including revenue, bookings, utilization, headcount, operating expenses, and cash flow projections.
• Develop and maintain long-range financial plans; build and continuously improve financial models; drive scenario planning and sensitivity analyses for executive decision-making.
• Own budget development for add-on M&A and new lines of business in a high-growth setting.
• Serve as a strategic financial advisor to the CEO, COO, CRO, CFAO and other senior leaders; partner with exec leadership to evaluate investments, resource allocation, and growth plans; translate results into actionable recommendations; support board/investor presentations.
• Develop KPIs and performance metrics that align financial outcomes with operational goals.
• Partner with Sales and Revenue Operations to analyze pipeline health, bookings, revenue forecasts, and sales productivity; collaborate with Delivery and Operations to monitor utilization, margins, project performance, and workforce planning.
• Analyze revenue drivers, client profitability, pricing strategies, and business unit performance; identify opportunities to improve efficiency and profitability.
• Lead monthly financial reporting and variance analysis; develop executive dashboards and reporting packages; establish consistent planning processes and performance management frameworks.
• Ensure leadership and board visibility into key risks, opportunities, and emerging trends.
• Continuously improve FP&A processes, models, tools, and reporting capabilities; enhance data quality and automation; support scalability of financial systems and planning processes.

What We're Looking For

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field. 8+ years of progressive FP&A/finance experience.
• Experience leading annual budgeting, forecasting, and long-range planning in a growth-oriented organization; experience in professional services, consulting, SaaS, technology, or recurring revenue sectors.
• 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 and financial modeling; experience with BI/reporting tools.
• Experience with Salesforce reporting and analytics environments; MBA, CFA, CPA, or other relevant professional designation.
• Travel: Willingness to travel as part of role.

Nice to Have

• Experience supporting private equity-backed or investor-backed organizations.

Compensation & Benefits

• Travel component inherent to all roles.