Director, Financial Planning & Analysis

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BambooHR

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2008

👥 HR Tech

☁️ SaaS

🏢 Enterprise

HR Tech • SaaS • Enterprise

BambooHR is a company that specializes in HR software solutions. Its platform helps manage recruiting, onboarding, payroll, and other essential human resources activities, simplifying and improving the processes for businesses of all sizes.

📋 Description

• Own and lead the annual budgeting process, multi-year strategic planning cycles, rolling forecasts, and variance analysis frameworks across all business units • Lead the development and continuous refinement of enterprise-wide P&L structures, balance sheet forecasts, and cash flow models; fully dynamic and formula-driven • Draft and own executive-level financial memos, board reporting packages, risk documentation, strategic business cases, and capital planning materials • Evaluate and stress-test new business initiatives, strategic partnerships, M&A opportunities, and product launches through rigorous scenario analysis and financial modelling • Construct robust deal scenario models and perform sensitivity analyses to support senior leadership in strategic decision-making and negotiations • Act as a strategic business partner to cross-functional stakeholders, bridging the gap between department heads and finance to drive organizational alignment • Lead the financial review of the sales pipeline, revenue forecasting, AUM projections, and management fee modelling, integrating inputs from across the organization • Collaborate with CCG's finance leadership and the FP&A functions of sister companies to develop and roll out enterprise-wide FP&A best practices, standardized reporting frameworks, and shared analytical tools • Drive cross-entity benchmarking initiatives to identify performance gaps and opportunities across the CCG group, presenting findings and recommendations to senior leadership • Support inter-company financial coordination including transfer pricing inputs, consolidated forecasting, and shared cost allocation methodologies • Champion the adoption of common systems, data standards, and reporting taxonomies across the group to enable more efficient consolidation and comparison of financial performance • Represent 3iQ in group-level finance working groups, steering committees, and strategic planning sessions convened by CCG • Develop and maintain a comprehensive management reporting suite (monthly) that tracks performance against targets, surfaces key risks and opportunities, and drives accountability at all levels of the organization • Lead the identification, quantification, and communication of financial risks and opportunities within the business. Including AUM sensitivity, fee revenue exposure and headcount cost drivers • Establish formal risk flags and opportunity registers within the FP&A cycle, ensuring material items are escalated appropriately and incorporated into updated forecasts and strategic plans • Build and maintain sensitivity models and scenario analyses that stress-test KPI outcomes under varied macroeconomic, regulatory, and operational assumptions • Oversee data integrity, financial close accuracy, and real-time reporting capability, leveraging advanced data transformation techniques to ensure analytical outputs are always current and reliable • Drive the strategic adoption of AI-assisted tools and automation to elevate the efficiency and scalability of FP&A processes, model-building, and reporting workflows • Partner with IT and systems vendors to lead financial system implementations, upgrades, and integrations that support the growing complexity of the business • Act as a mentor and coach to finance team members, supporting career development and the elevation of FP&A skills and judgment across the function • Promote FP&A best practices within 3iQ and actively contribute to capability-building initiatives across sister companies in the CCG group • Collaborate with the CFO and broader Finance team to provide cohesive leadership across the finance function, driving departmental goals and executing on the CFO's strategic vision

🎯 Requirements

• 8+ years of progressive FP&A experience, with at least 3 years in a senior or leadership role; experience in Asset Management, Financial Services, or a related regulated environment strongly preferred • Demonstrated track record of owning enterprise-wide financial planning cycles, KPI frameworks, and board-level reporting • Experience operating within a multi-entity or group corporate structure, with exposure to parent company reporting, consolidated forecasting, or inter-company financial management • Exceptional financial modelling skills; fully comfortable building, owning, and auditing complex, dynamic models from the ground up • Proven ability to synthesize large, complex datasets into clear, decision-ready narratives for executive and board audiences • Strong stakeholder management skills with a demonstrated ability to influence at the C-suite level and drive cross-functional alignment • Exceptional written and verbal communication skills; able to present financial complexity with clarity and confidence • Hands-on experience with financial system implementations and integrations, specifically NetSuite and Float Financial (preferred) • Tech stack proficiency preferred: QBO, NetSuite, Float, Procurify, HubSpot, Open Code (Claude), and the full MS Office suite

🏖️ Benefits

• Competitive compensation including discretionary bonus • Unlimited Vacation Days • Remote-first team with a flexible work environment focused on results • Opportunity to work at the forefront of an innovative, fast-growing industry • Collaborative, low-ego culture with a strong execution mindset • Annual company offsites to connect, collaborate, and recharge • Birthdays off to celebrate your day your way! • Supportive parental leave policy designed to prioritize family and well-being