Finance director financial planning

Reference #: FINAN009249

Description

Presidio, Where Teamwork and Innovation Shape the Future

AtPresidio, we're at the forefront of a global technology revolution, transforming industries throughcutting-edge digital solutions and next-generation AI. We empower businesses-and their customers-to achieve more through innovation, automation, and intelligent insights.

The Role

As Director of FP&A, you'll play a key leadership role in shaping Presidio's financial strategy and performance. You will partner with senior executives and business leaders to drive financial planning, forecasting, and decision support, providing critical insights that guide corporate growth, resource allocation, and profitability. This position offers exceptional visibility and influence within the organization - ideal for a finance leader seeking both strategic impact and career advancement in a fast-paced, high-performance environment.

Key Responsibilities:

Strategic Leadership Lead company-wide financial planning, budgeting, and forecasting processes that align with strategic objectives. Partner closely with business and functional leaders to translate strategy into measurable financial goals. Deliver data-driven insights and recommendations to the executive team and Board of Directors. Drive continuous improvement in financial reporting, planning, and decision-support capabilities. Operational & Analytical Excellence Design and implement scalable financial models, dashboards, and reporting frameworks to support growth and efficiency. Develop and monitor KPIs that measure business performance and identify opportunities for margin expansion and optimization. Conduct scenario modeling, sensitivity analysis, and investment evaluations to support key business initiatives. Oversee monthly, quarterly, and annual reporting processes, ensuring accuracy, timeliness, and actionable analysis. Systems & Process Optimization Leverage financial systems (e.g., D365, OneStream) to enhance automation, integration, and analytics. Champion the adoption of technology and data analytics to modernize financial planning and decision-making. Leadership & Team Development Lead, coach, and develop a team of high-performing finance professionals. Foster a collaborative, results-oriented culture that emphasizes accountability, innovation, and continuous learning.

Qualifications

Bachelor's degree in Finance, Accounting, or related field; MBA, CPA, or CFA strongly preferred. 7-10 years of progressive experience in corporate finance or FP&A, including leadership roles. Proven success in a private equity-backed, SaaS, or technology-driven organization. Deep expertise in financial modeling, forecasting, and strategic planning. Strong analytical and problem-solving skills with a track record of driving business outcomes. Advanced proficiency in Excel, PowerPoint, and financial analytics tools (e.g., PowerBI, Tableau). Experience with enterprise systems such as D365, OneStream, or comparable ERP/FP&A platforms. Exceptional communication, presentation, and influencing skills, with the ability to work effectively across all levels of the organization.

Your future at Presidio

JoiningPresidiomeans stepping into aculture of trailblazers-thinkers, builders, and collaborators-who push the boundaries of what's possible. With our expertise inAI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world. Here,your impact is real.Whether you're harnessing the power ofGenerative AI, architecting resilientdigital ecosystems, or drivingdata-driven transformation, you'll be part of a team that is shaping the future. Ready to innovate? Let's redefine what's next-together.

About Presidio

At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio's expert technical team develops custom applications, provides managed services, enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information, visit ***

Applications will be accepted on a rolling basis.

Presidio is an Equal Opportunity / Affirmative Action Employer / VEVRAA Federal Contractor. All qualified candidates will receive consideration for this position regardless of race, color, creed, religion, national origin, age, sex, citizenship, ethnicity, veteran status, marital status, disability, sexual orientation, gender identification or any other characteristic protected by applicable federal, state, and local statutes, regulations, and ordinances. To read more about discrimination protections under Federal Law, please visit: EEO Supplement Final JRF QA 508c.pdf If you have any difficulty using our online system and need an accommodation in the job application process due to a disability, please send an email to [email protected] assistance. Presidio is a VEVRAA Federal Contractor requesting priority referrals of protected veterans for its openings. State Employment Services, please provide priority referrals to [email protected]. Notice to Massachusetts Candidates: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Recruitment Agencies, Please Note: Presidio does not accept unsolicited agency resumes/CVs. Do not forward resumes/CVs to our careers email address, Presidio employees or any other means. Presidio is not responsible for any fees related to unsolicited resumes/CVs.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the notice from the Department of Labor.

Presidio, Inc. is an Equal Opportunity/Affirmative Action Employer/ VEVRAA Federal Contractor. All qualified candidates will receive consideration for this position regardless of race, color, creed, religion, national origin, age, sex, citizenship, ethnicity, veteran status, marital status, disability, or any other characteristic protected by applicable federal, state and local statutes, regulations and ordinances.