About this opportunity
Coast Professional, Inc. lists this Director of Financial Planning & Analysis (FP&A) opportunity in geneseo, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Director Of Financial Planning & Analysis (Fpa)The Director of Financial Planning & Analysis (FP&A) leads the Company's budgeting, forecasting, pricing, financial modeling, profitability analysis, and operational financial analysis function. This role serves as a key financial partner to the President & CFO and business leadership, translating operational assumptions and financial data into actionable analysis that supports pricing decisions, resource allocation, contract performance, growth opportunities, and long-term planning. The Director of FP&A has primary responsibility for the annual budget and forecasting processes and leads financial pricing and modeling for new and existing business opportunities. The role works closely with the Director of Accounting/Controller, while maintaining a distinct forward-looking focus on planning, pricing, performance analysis, and decision support.Benefits include 11 paid holidays, 401(k), 401(k) matching, AD&D insurance, dental insurance, disability insurance, employee assistance program, health insurance, life insurance, paid sick time, paid time off, paid training, referral program, and vision insurance. This is a full-time in-office opportunity located at any of our NY offices (Perry, Geneseo or East Aurora, NY). Salary is 85k-115k based on experience, with company paid single coverage Bronze or Silver plan health care.The Director of FP&A is responsible for:Leading the Company's annual budgeting process across departments, contracts, locations, and lines of business.Partnering with operations and department leaders to build budgets based on revenue, staffing, productivity, compensation, operating expenses, and other business drivers.Developing and maintaining consolidated Company budgets and detailed budgets by contract, department, location, and line of business.Maintaining rolling forecasts and updating financial expectations based on actual performance and changing business conditions.Developing long-range financial plans, headcount plans, labor models, and capital expenditure analyses.Leading financial modeling and pricing for new business opportunities, contract renewals, expansions, modifications, and other significant opportunities.Developing detailed pricing models incorporating labor, benefits, payroll taxes, overhead, technology, facilities, subcontractors, capital requirements, and other direct and indirect costs.Working with Operations and business leaders to develop appropriate staffing, productivity, utilization, training, ramp-up, and performance assumptions.Analyzing proposed pricing for expected contribution margin, operating margin, break-even points, and return to investment.Performing sensitivity and scenario analysis for changes in staffing, wages, productivity, volume, pricing, contract terms, and other assumptions.Supporting pricing for government contracts, commercial contracts, BPO opportunities, and other Company lines of business.Comparing actual contract performance with original pricing assumptions and using findings to improve future pricing models.Preparing monthly, quarterly, and annual financial forecasts.Analyzing actual results against budget, forecast, prior periods, and original pricing assumptions.Identifying and explaining significant revenue, labor, operating expense, and margin variances.Developing forecast for revenue, labor, headcount, operating expenses, contribution margin, and operating income.Identifying emerging financial risks and opportunities and communicating them to the President & CFO and appropriate business leaders.Developing and maintaining profitability reporting by contract, client, location, and line of business.Analyzing contract-level revenue, direct labor, benefits, operating costs, allocated overhead, contribution margin, and profitability.Partnering with Operations to understand the operational drivers behind financial performance.Identifying underperforming contracts or business units and helping leadership understand root causes and potential corrective actions.Evaluating the financial impact of staffing changes, wage adjustments, incentive programs, remote/hybrid work arrangements, facility utilization, and other operational decisions.Developing appropriate cost allocation methodologies in coordination with the President and CFO and Director of Accounting/Controller.Serving as financial business partner to the President & CFO and executive leadership.Translating financial and operations data into clear, actionable recommendations.Preparing financial analysis supporting major operations and strategic decisions.Evaluating potential investments, acquisitions, new locations, contract opportunities, facility decisions, and other strategic initiatives.Developing scenario models and executive-level financial presentations for senior leadership and ownership as requested.Providing independent financial challenge to operational assumptions when appropriate.Working closely with the Director of Accounting/Controller following monthly close to analyzing actual financial results.Preparing management reporting packages including budget-to-actual results, forecasts, KPIs, trends, and variance explanations.Developing dashboards and reporting tools that improve visibility in business performance.Connecting operational metrics such as staffing, hours worked, productivity, utilization, collections, call volumes, and other performance measures to financial results.Developing and maintaining standardized models for budgeting, forecasting, pricing, and profitability analysis.Identifying opportunities to automate and improve the accuracy, efficiency, and consistency of financial planning and analysis.Qualifications include a Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field required. An MBA, CPA, CMA, or other relevant advanced degree or certification is preferred but not required. Ten or more years of progressively responsible experience in finance, financial analysis, budgeting, pricing, operations analytics, or related disciplines is preferred. Significant experience developing complex budgets, forecasts, pricing models, and profitability analyses is required. Experience in a labor-intensive service business strongly preferred; accounts receivable management, BPO/contract center operations, government contracting, or similar industry experience is highly desirable. Advanced Microsoft Excel and financial modeling skills are required; experience with ERP, budgeting, business intelligence, and data analytics systems is preferred.Knowledge, skills, and abilities include strong financial modeling, analytical, budgeting, forecasting, pricing, and profitability-analysis skills. The ability to understand complex operations and translate operational assumptions into financial models is required. The ability to challenge assumptions and identify financial risks while understanding operations realities is required. Strong communication skills and the ability to explain complex financial concepts to non-financial leaders are required. Strong attention to detail with the ability to maintain a broader business and strategic perspective is required. A high degree of judgment, discretion, confidentiality, and comfort working directly with senior executives is required.As a federal contractor, this position requires U.S. citizenship and security clearance granting access to classified information. The background investigation is conducted by the Office of Personnel Management (OPM) and is an evaluation of the whole person to determine suitability. The suitability review begins after a conditional offer of employment has been accepted and will include a review of your employment, education, residences, references, criminal history and credit, as an example. Some of the most important factors in an investigation are the individual's honesty, candor, and thoroughness in the completion of their security forms. In rare instances, non-U.S. citizens with highly specialized skills and experience may also be considered for the security clearance process.Information and Physical Security is the responsibility of every employee. In your position you are required to safeguard the computer systems by following proper username and password management which includes selecting challenging passwords and committing them to memory, they should not be written down or stored where others can freely have access. This also includes securing your desk and workstation when you are not there. This includes locking your session and putting sensitive paperwork away when not physically at your desk. You are not to share your username or password with anyone. The physical security of our offices of are equal importance, never shadow or let someone shadow your entry into a Coast Professional, Inc. facility. If this occurs quickly report this action immediately. You are required to follow all Information Technology policies and procedures regarding the management of your system accounts and equipment. If you witness any security violation you should immediately report it to management.The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this position, the physical presence in the workplace is essential. The employee is regularly required to talk or hear. The noise level in the work environment is usually moderate. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The employee frequently is required to use hands or finger, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds.This job description reflects management's assignment of essential job functions but is not intended to be a comprehensive list of all activities, duties and responsibilities required by the job incumbent. Nothing in the herein restricts management's right to assign or reassign duties and
Worksite address
geneseo, NY, 14454, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.