Lead and build the FP&A function: long-range financial planning, revenue and P&L forecasting, advanced financial modeling and analysis, M&A support, systems implementations, KPI/reporting development, and partner with executive leadership, board, and investors to inform strategic decisions. Requires operating in ambiguity and driving process improvements and AI/automation opportunities. Travel ~quarterly.
We are seeking a highly strategic, hands-on Director of Financial Planning &
Analysis (FP&A) to build and lead a best-in-class FP&A function. This individual
will serve as a key thought partner to executive leadership, owning long-range
financial strategy, revenue and P&L forecasting, and advanced financial analysis
to guide decision-making in a dynamic, growth-oriented environment.
This is a builder role, and is ideal for someone who thrives in ambiguity, operates
comfortably at both a strategic and detailed level, and brings a forward-looking
perspective on where the business is headed, not just where it has been.
Travel will be a requirement for this role, anticipated to be approximately quarterly.
Analysis (FP&A) to build and lead a best-in-class FP&A function. This individual
will serve as a key thought partner to executive leadership, owning long-range
financial strategy, revenue and P&L forecasting, and advanced financial analysis
to guide decision-making in a dynamic, growth-oriented environment.
This is a builder role, and is ideal for someone who thrives in ambiguity, operates
comfortably at both a strategic and detailed level, and brings a forward-looking
perspective on where the business is headed, not just where it has been.
Travel will be a requirement for this role, anticipated to be approximately quarterly.
Key Responsibilities
- Lead long-range financial planning, including multi-year modeling, cash flow forecasting, and enterprise scenario planning
- Own and continuously refine revenue and full P&L forecasting, incorporating key business drivers, trends, and predictive insights
- Perform deep financial analysis to identify trends, variances, risks, and opportunities, translating findings into clear, actionable recommendations
- Build dynamic financial models to support strategic initiatives, including M&A evaluation, integration planning, and capital allocation
- Support M&A activity, including financial due diligence, valuation support, and post-acquisition modeling
- Partner with executive leadership as a trusted advisor, delivering forward-looking insights that shape business strategy
- Identify and improve data integrity across financial inputs, driving process enhancements that enable more accurate forecasting and analysis
- Build and optimize FP&A processes and workflows to effectively track, measure, and report on KPIs and critical financial metrics
- Drive the development and implementation of scalable FP&A processes, systems, and reporting infrastructure
- Lead or support financial systems implementations and enhancements to improve data integrity, accessibility, and decision-making speed
- Explore and introduce opportunities to leverage AI and automation within FP&A to enhance forecasting accuracy, efficiency, and insight generation
- Operate effectively in ambiguity, while balancing precision with speed and iterating as new information becomes available
- Collaborate closely with the finance and accounting team as a complementary finance leader, ensuring alignment between historical reporting and forward-looking analysis
- Collaborate with the CEO, investors, and cross-functional leaders to drive strategic initiatives and key business priorities.
- Prepare materials for board and investor discussions, bringing clarity and insight to complex financial narratives
Skills, Knowledge and Expertise
- Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CPA preferred)
- 8+ years of experience in FP&A, corporate finance, or a related field, including leadership experience
- Strong foundation in financial analysis, with the ability to synthesize complex data into meaningful insights and strategic direction
- Proven experience supporting mergers & acquisitions, including due diligence and financial modeling
- Deep expertise in long-range planning, cash flow modeling, and advanced scenario analysis
- Experience building or scaling FP&A functions, processes, or systems in a high-growth environment
- Hands-on experience with financial system implementations or significant process transformation initiatives
- Curiosity and openness to leveraging AI and emerging technologies within finance
- Strong analytical and critical thinking skills, with a demonstrated ability to identify trends and anticipate business needs
- Ability to move fluidly between high-level strategy and detailed execution
- Comfortable operating in a fast-paced, evolving environment with imperfect information
- Public company experience strongly preferred
- Strong communication and executive presence, with the ability to influence senior stakeholders
About
Shield Technology Partners is a national IT Services platform formed through the collaboration between Thrive Holdings and ZBS Partners. By combining Thrive Holdings’ technological expertise with ZBS Partners’ proven approach to supporting founder-led businesses, Shield Technology Partners is dedicated to accelerating growth, innovation and long-term value creation for IT services companies across the country.
Similar Jobs
Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Lead FP&A technology engagements using Anaplan to design financial performance frameworks, budgeting/forecasting, KPI development, data analysis and visualization, software integration, cost forecasting, client advisory, and team mentoring to drive business growth.
Top Skills:
Anaplan
Fintech • Financial Services
Lead finance support for Wealth Management Marketing, owning budgeting, forecasting, monthly reporting, expense tracking, month-end close support, variance analysis, presentations, and ad hoc strategic analysis while partnering cross-functionally and maintaining controls.
Top Skills:
Ai ToolsAnalytical SystemsExcelMS OfficePowerPoint
Digital Media • Information Technology • Analytics
Lead tax forecasting, cash tax modeling, and technical tax analysis across US and international matters. Oversee Pillar Two compliance and technology selection, partner with FP&A, controllership, and external advisors, mentor staff, and present tax insights to senior leadership to support decision-making.
Top Skills:
AIAutomation ToolsExcelOracleSAP
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
