Director of Financial Planning & Analysis (FP&A)

About the Role Cloud for Good is seeking a Director of Financial Planning & Analysis (FP&A) to lead budgeting, forecasting, financial modeling, and analysis functions. Reporting to the Chief Finance & Administrative Officer, this role will serve as a trusted business partner to the CEO, COO, CRO, and senior leadership, delivering actionable financial insights to drive growth, operational excellence, and strategic decision-making. This leader will own the annual budgeting process, monthly forecasting cadence, long-range planning, and executive reporting while developing models that drive performance across sales, delivery, customer success, and operations. What You'll Do

• Lead the annual budgeting process across all departments and business units; own 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.

• Partner as a strategic financial advisor to the CEO, COO, CRO, CFAO, and other senior leaders; evaluate investments, resource allocation decisions, growth plans, and operational initiatives; translate financial results into actionable recommendations; support board/investor presentations; develop KPIs aligning financial and operational goals.

• Collaborate with Sales, Revenue Operations, Delivery, and Operations to analyze pipeline, bookings, revenue forecasts, utilization, project performance, margins, and workforce planning; identify opportunities to improve profitability and efficiency.

• Lead monthly financial reporting with the Controller; perform variance analysis vs budget/forecast/prior year; develop executive dashboards and reporting packages; establish consistent planning processes and performance management frameworks; ensure visibility into risks, opportunities, and emerging trends.

• Continuously improve FP&A processes, models, tools, and reporting capabilities; enhance data quality, reporting automation, and planning infrastructure; support scalable financial systems. What We're Looking For

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field; 8+ years of FP&A, corporate finance, strategic finance, investment banking, management consulting, or related.

• Experience leading annual budgeting, forecasting, and long-range planning 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; demonstrated cross-functional partnership with sales, operations, and leadership.

• Advanced proficiency in Excel, financial modeling, and BI/reporting tools; ability to translate data into actionable business recommendations.

• Willingness to travel; all CFG roles include travel.

• Preferred: Experience supporting private equity-backed or investor-backed organizations; MBA, CFA, CPA, or other professional designation; experience with Salesforce reporting and analytics environments. Nice to Have

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

• MBA, CFA, CPA, or other relevant professional designation.

• Experience with Salesforce reporting and analytics environments. Compensation & Benefits

• Salary and benefits not disclosed in the posting.