Job Description
Director of Financial Planning and Analysis at firstPRO, Inc Director of Financial Planning and Analysis at firstPRO, Inc in Cambridge, Massachusetts Posted in 2 days ago.
Type:
full-time Job Description:
Director of FP&A (New England) •MUST BE LOCAL
(,MA, NH, RI, OR ME) TO TRAVEL 1X A MONTH
•My technology client in Portland is looking for a Manager of Financial Planning & Analysis to support one of its three business units. The Director of FP&A will ensure that resources are deployed effectively, balancing innovation, operational efficiency, and long-term value creation. Through a data-driven and forward-looking approach, this leader will enhance forecasting accuracy, improve investment visibility, and enable informed decision-making that supports WEX's growth and digital transformation strategy. How you'll make an impact Strategic Planning and Financial Execution:
Lead the annual operating plan, quarterly forecasts, and long-range planning processes for Technology and Digital Drive visibility into key cost drivers (headcount, vendor spend, cloud costs, software, infrastructure) Manage day-to-day operations, including month end close, quarterly forecast and stakeholder support for Technology, Digital & Operations. Enhance forecasting tools, processes, and systems (e.g., Anaplan, reporting platforms) Performance Management & Investment Oversight:
Develop and maintain KPIs and dashboards to monitor financial and operational performance Identify risks and opportunities, proactively recommending mitigation or optimization actions Improve alignment between financial performance and operational execution. Strategic Partnership & Executive Advisory:
Serve as a trusted advisor to the CTO, CDO and senior leaders. Translate complex financial data into clear, executive-ready insights for CFO, ELT, and Board discussions Support strategic initiatives including digital transformation, systems modernization, automation, and AI/ML investments Champion Continuous Improvement:
Lead and develop a high-performing FP&A team, fostering accountability and strong business partnership. Drive continuous improvement across FP&A processes, analytics, and reporting capabilities. Champion adoption of data-driven tools and business intelligence to enhance forecast precision and operational efficiency. Experience you'll bring Bachelor's degree in Accounting, Finance, or related discipline required Minimum of 10 -15 years in analytical and strategic roles (e.g., financial analysis, business analysis, or consulting), with a proven track record of managing complex investment portfolios Demonstrated ability to lead capital investment planning and decision-making in matrixed organizations, balancing the needs of diverse stakeholders and aligning with corporate growth strategies. Skilled at building partnerships across functions, particularly with Commercial Finance, to develop robust revenue models and investment frameworks. Success navigating and influencing in highly dynamic, multi-stakeholder environments, driving consensus and delivering results under pressure.
