Director of FP&A

🕒 6 days ago

🏢🏡 New York City – Hybrid

💵 $190k - $210k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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Shield

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2024

🤝 B2B

🤖 Artificial Intelligence

🏢 Enterprise

B2B • Artificial Intelligence • Enterprise

Shield is a tech-enabled partner and investor that helps managed service providers (MSPs) scale by combining patient capital, operational expertise, and applied AI engineering. The firm provides forward-deployed engineers, operational support (HR, finance, recruiting), people development, and strategic M&A guidance while preserving local leadership and culture. Backed by ZBS Partners and Thrive Holdings, Shield focuses on long-term, founder-friendly partnerships to accelerate growth and implement AI-first solutions.

📋 Description

• Lead long-range financial planning, including multi-year modeling, cash flow forecasting, and enterprise scenario planning • Own and continuously refine revenue and full P&L forecasting, incorporating key business drivers, trends, and predictive insights • Perform deep financial analysis to identify trends, variances, risks, and opportunities, translating findings into clear, actionable recommendations • Build dynamic financial models to support strategic initiatives, including M&A evaluation, integration planning, and capital allocation • Support M&A activity, including financial due diligence, valuation support, and post-acquisition modeling • Partner with executive leadership as a trusted advisor, delivering forward-looking insights that shape business strategy • Identify and improve data integrity across financial inputs, driving process enhancements that enable more accurate forecasting and analysis • Build and optimize FP&A processes and workflows to effectively track, measure, and report on KPIs and critical financial metrics • Drive the development and implementation of scalable FP&A processes, systems, and reporting infrastructure • Lead or support financial systems implementations and enhancements to improve data integrity, accessibility, and decision-making speed • Explore and introduce opportunities to leverage AI and automation within FP&A to enhance forecasting accuracy, efficiency, and insight generation • Operate effectively in ambiguity, while balancing precision with speed and iterating as new information becomes available • Collaborate closely with the finance and accounting team as a complementary finance leader, ensuring alignment between historical reporting and forward-looking analysis • Collaborate with the CEO, investors, and cross-functional leaders to drive strategic initiatives and key business priorities. • Prepare materials for board and investor discussions, bringing clarity and insight to complex financial narratives.

🎯 Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CPA preferred) • 8+ years of experience in FP&A, corporate finance, or a related field, including leadership experience • Strong foundation in financial analysis, with the ability to synthesize complex data into meaningful insights and strategic direction • Proven experience supporting mergers & acquisitions, including due diligence and financial modeling • Deep expertise in long-range planning, cash flow modeling, and advanced scenario analysis • Experience building or scaling FP&A functions, processes, or systems in a high-growth environment • Hands-on experience with financial system implementations or significant process transformation initiatives • Curiosity and openness to leveraging AI and emerging technologies within finance • Strong analytical and critical thinking skills, with a demonstrated ability to identify trends and anticipate business needs • Ability to move fluidly between high-level strategy and detailed execution • Comfortable operating in a fast-paced, evolving environment with imperfect information • Public company experience strongly preferred • Strong communication and executive presence, with the ability to influence senior stakeholders.