Director, Financial Planning & Analysis

Job Title: Director, FP&A

Group/Team: Finance/ Accounting

Reports to: CFO

Location: Beaverton, OR, Remote

Employment Type: FT, Salary, Exempt

Travel Requirements: <10%

WHO WE ARE

THE OPUS GROUP

The Opus Group represents a shared services model that provides administrative support to our “house of brands.” Our house of brands includes Opus, MAS and Verve. Our structure provides scalable and efficient administrative services and support that adds fuel to the growth of our brands. Operating independently, each brand serves its own clients with purposeful services and solutions. Each brand designs, creates and manages their client’s most important events and experiential campaigns.

WHAT WE’RE LOOKING FOR

The Director, Financial Planning & Analysis (FP&A) is a senior finance leader responsible for driving the organization’s financial planning, forecasting, performance management, and strategic analysis. This role partners closely with executive leadership and cross-functional teams to provide forward-looking insights, support data-driven decision-making, and ensure alignment between financial plans and business objectives.

The Director of FP&A serves as the connective tissue between strategy and execution- translating complex financial data into clear narratives, actionable recommendations, and measurable outcomes. While this role collaborates closely with accounting and controllership, the primary focus is on planning, analysis, business partnership, and performance optimization rather than day-to-day accounting operations.

YOU SHOULD HAVE

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 8+ years of progressive experience in FP&A, corporate finance, or related roles, including prior people management experience
• Deep expertise in budgeting, forecasting, financial modeling, and variance analysis
• Strong understanding of financial statements and key business drivers
• Proven ability to partner with senior leadership and influence decision-making
• Experience supporting long-range planning and strategic initiatives
• Advanced analytical, communication, and presentation skills

ESSENTIAL RESPONSIBILITIES

• Lead the development and management of annual budgets and multi-year financial plans

• Oversee rolling forecasts, reforecasts, and scenario modeling to reflect changing business conditions
• Ensure alignment between financial plans, strategic priorities, and operational goals
• Monitor and analyze key financial and operational metrics, including revenue, margins, operating expenses, and unit economics
• Lead variance analysis versus budget, forecast, and prior periods, identifying trends, risks, and opportunities

• Partner with department leaders across operations, marketing, HR, IT, and other functions to evaluate budget requests, ROI, and resource allocation
• Provide financial guidance on investments, new initiatives, pricing, and growth opportunities
• Translate financial results into clear, actionable insights for senior leadership and executive audiences

• Support strategic planning, goal-setting, and long-term growth initiatives in collaboration with executive management
• Prepare executive-level presentations and materials for leadership reviews, board meetings, and strategic discussions
• Lead, mentor, and develop FP&A team members, fostering strong analytical and business-partnering capabilities

• Collaborate closely with accounting and finance leadership to ensure consistency between actuals, forecasts, and plans
• Ensure forecasting assumptions and financial models are well-documented, transparent, and scalable
• Continuously improve planning processes, financial models, and analytical frameworks to increase efficiency and insight

SUPERVISORY RESPONSIBILITIES

Yes

COMPETENCIES

• Develop and innovate continuously and implement processes, methods, best practices and / or systems for clients or within the team