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Job description
Director of Financial Planning and Analysis
Our client, a HNI family office with a heavy concentration within their portfolio of SaaS companies, is looking for a proven Director of FP&A Transformation to lead a high-priority, enterprise-wide finance transformation initiative. This is a hands‑on, high‑impact interim role focused on modernizing FP&A reporting architecture, data flows, and financial processes across ERP, EPM, and adjacent systems.
This leader will assess current‑state FP&A and accounting processes, design scalable future‑state workflows, and deliver fully automated, integrated financial reporting across D365, OneStream, Coupa, Workday, and the broader data ecosystem. The role requires deep FP&A expertise, strong accounting fundamentals, and proven experience driving system‑enabled transformation under aggressive timelines.
Key Responsibilities
FP&A & Process Transformation
Lead end‑to‑end assessment of current FP&A and reporting processes, identifying gaps in automation, controls, and data governance
Re‑engineer workflows across actuals, close, forecast, budget, allocations, and management reporting
Design and implement a standardized FP&A operating model aligned with Accounting and Data teams
Reporting & Forecasting Automation
Architect automated integrations from D365 to OneStream for actuals, forecasts, budgets, allocations, and KPIs
Drive a targeted 90%+ reduction in manual FP&A processes
Standardize metadata, hierarchies, and dimensions across AOP, forecast, and management reporting
Data Governance & Controls
Establish enterprise ownership of financial data and clarify accountability across FP&A, Accounting, and Data Engineering
Build a robust data control framework covering data quality, transformation rules, reconciliations, and exception management
Define and operationalize a Data Stewardship model to maintain metadata integrity and governance
OneStream Optimization
Redesign OneStream cubes, dimensions, workflows, and consolidation logic
Enhance driver‑based forecasting, segmentation analysis, and executive dashboards
Shorten the close‑to‑report cycle by at least two business days while improving data accuracy
Expense, Allocation & Performance Management
Automate expense analysis and allocation models across entities, departments, and business lines
Align dashboards and KPIs directly to Annual Operating Plan (AOP) targets
Deliver automated AOP vs. Actual vs. Forecast reporting for executive leadership
Cross‑Functional Leadership
Act as the integration point between FP&A, Accounting, ERP, Data, and Reporting teams
Translate complex system and data concepts into clear insights for senior stakeholders
Drive urgency, accountability, and results in a fast‑moving environment
Success Metrics
Fully automated ERP‑to‑EPM integrations with minimal manual intervention
Standardized, governed dimensional models across FP&A and Accounting
Accelerated close and reporting timelines
Reliable, executive‑ and investor‑grade reporting tied to AOP performance
Qualifications
15+ years in FP&A, financial systems, or finance transformation roles
Strong accounting foundation; CPA preferred
Deep experience in forecasting, budgeting, variance analysis, and multi‑entity reporting
Hands‑on expertise with OneStream (preferred) or Hyperion, Tagetik, or Anaplan
Proven success redesigning processes and implementing automation and controls
Asset management industry experience required
Strong ERP‑EPM integration and financial data architecture knowledge
Executive‑level communication and stakeholder management skills
Who This Role Is For
A hybrid FP&A and systems leader who thrives on transformation and automation
Someone who can quickly assess complexity and deliver scalable solutions
A builder who eliminates manual work and elevates data integrity
Seniority level
Director
Employment type
Contract
Job function
Finance
Benefits
Medical insurance
Vision insurance
401(k)
Location
Stamford, CT (Hybrid – 3 days onsite / 2 days remote)
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Worksite address
stamford, CT, 06925, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.