Director of FP&A

Why Great Gray?At Great Gray Group, we strive to set the bar for the retirement services industry. Our goal is to deliver advanced retirement solutions that combine our core fiduciary services with robust investment options, innovative technology, and dedicated client service. We focus on making choices clearer, transitions smoother, and the client experience more delightful. Complacency isn't in our vocabulary. Every day, we look for opportunities to better serve our clients, be an excellent business partner, and earn the trust of those who rely on us. 
The RoleGreat Gray is looking to add a Director of FP&A to our Finance team. This role is responsible for supporting Great Gray's compliance with various internal and external reporting requirements, collaborating with numerous stakeholders to ensure the controlled and timely flow of data and information to support financial reporting. The Director will also drive process improvement and engage in financial transformation initiatives.
LocationThis position will work from our Boston, MA office. Great Gray currently supports a hybrid work model with 4 days onsite, and 1 day remote.
Visa sponsorship or transfer of an existing visa is not available for this position. Applicants must be authorized to work directly for any employer in the United States without visa sponsorship or transfer.

Responsibilities

• Lead budgeting, forecasting, and long-range financial planning processes.
• Conduct in-depth financial analysis, including variance analysis, cost structures and profitability to optimize efficiency and margins.
• Oversee the compilation of external financial reports, subsidiary financial statements and related notes or other regulatory reports.
• Build financial models for business cases, new initiatives, and cost-saving projects.
• Assist in developing, monitoring, and tracking key performance indicators (KPIs) and financial metrics that align with business objectives.
• Assist in cash flow analysis and reporting, including working capital analysis and liquidity monitoring.
• Extract, analyze, and synthesize data from the company's data hub to support strategic decision-making and reporting requirements.
• Own and manage the integrity, accuracy, and accessibility of financial data across the organization.
• Provide financial modeling and analysis support for potential mergers, acquisitions, and investments. Assist in post-acquisition financial tracking as needed.
• Drive accountability within a team of finance professionals to maintain the accuracy, integrity and timely filing of the Company's external financial reporting.
• Manage the operations for various monthly and quarterly processes supporting internal and external reporting.
• Lead and develop a team of finance professionals, demonstrating ownership over various internal and external reporting requirements.
• Direct and influence both people and processes that span multiple divisions throughout the organization.
• Complete other related duties as assigned.

Qualifications & Experience

• Education: Degree in Finance, Accounting, Business Administration, Economics, or a related field. CPA and/or advanced degree in Finance, Accounting, or Business Administration preferred.
• Experience: 8+ years of progressive experience in FP&A, financial analysis, or corporate finance. Experience supporting financial planning, budgeting, and forecasting in a private equity-backed or complex, fast-paced environment preferred.
• 2 years of managerial experience required.
• Strong analytical ability and creative problem-solving skills, including application of GAAP.
• Experience with data extraction, analysis, and reporting from centralized data systems or data hubs.
• Excellent communication and presentation skills, with the ability to translate financial insights for business partners.
• Advanced Excel skills and experience with financial management software (e.g., NetSuite, Adaptive)
• Experience in financial planning and analysis, accounting, or strategic planning within the financial services industry preferred.
• Experience with SEC reporting and/or other regulatory reporting within the context of the financial services industry preferred.
• Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
• Your standards reflect our core values: Growth Mindset, Disciplined Curiosity, Grit, Results Ownership, Collaboration.

Base Pay Range*$170,000 - $210,000*This base pay range is subject to change and may be modified in the future.
The pay range displayed above is the base pay compensation range that Great Gray expects to pay for this position at the time of this posting.  Individual compensation within thi