Director of FP&A

Department: Corporate

Employment Type: Full Time

Location: Shield Technology Partners - NYC

Compensation: $190,000 - $210,000 / year

Description

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