Director of Financial Planning and Analysis

Director of Financial Planning and Analysis

Department: Finance

Employment Type: Full Time

Location: US - Remote

Reporting To: Chief Financial Officer

Job Summary: Trade Centric is seeking an experienced and strategic Director of Financial Planning and Analysis to join our dynamic team. The ideal candidate will play a crucial role in driving financial planning, budgeting, forecasting, and analytical processes. As the Director of FP&A, you will collaborate with cross‑functional teams, provide valuable insights, and contribute to key decision‑making processes to support the company's financial goals and growth.

Report To: Chief Financial Officer

Pay Range: Base salary starting at $180k + Annual Bonus. Final compensation will be determined based on skills, experience, and qualifications.

Work Location: This role is 100% remote. While we prefer candidates based in the below city/states, we are open to considering candidates from other locations if you feel you meet the role’s qualifications. Don’t hesitate to apply if you’re excited about this opportunity and believe you’re a great fit!

• Charlottesville, Virginia
• Minneapolis, Minnesota
• Raleigh, North Carolina
• Chicago, Illinois
• Boston, Massachusetts

• Financial Planning and Budgeting: Develop and lead the annual budgeting process in collaboration with department heads. Implement effective financial planning strategies to align with organizational objectives
• Forecasting and Analysis: Provide accurate and timely financial forecasts to assist in decision‑making. Conduct variance analysis and identify key drivers of financial performance
• Strategic Financial Guidance: Collaborate with executive leadership to develop and execute financial strategies. Offer insights and recommendations to optimize financial performance
• Management Reporting: Generate regular financial reports for executive leadership and other stakeholders (board & lender). Create dashboards and presentations to communicate financial performance
• Cross‑Functional
  
  Collaboration:
  
  Work closely with various departments to understand their financial needs and provide support. Collaborate with accounting and other teams to ensure accurate financial reporting
• Investment/Expense Management: Collaborate with the executive leadership team to continually evaluate ROI and optimize spend
• Risk Management: Identify financial risks and implement mitigation strategies. Monitor market trends and assess their impact on financial performance
• M&A: Lead sourcing, evaluation, and execution of potential M&A opportunities in partnership with the executive leadership team
• Other duties as assigned

• Bachelor’s degree in Finance, Accounting, Economics or related field
• 4+ years of experience in financial planning and analysis
• 2+ years of experience in investment banking
• Proven experience in budgeting, forecasting, and financial modeling
• Strong analytical and strategic thinking skills
• Excellent communication and presentation abilities
• Proficiency in financial software and tools (e.g., Excel, financial modeling software, Salesforce, Quick Books)
• Ability to thrive in a fast‑paced and dynamic environment

• MBA or CFA
• Prior experience working within a private equity‑backed company, with an understanding of the fast‑paced, results‑driven environment and scalability goals typically associated with PE ownership
• Prior work experience within a SaaS organization
• Python & financial automation:
  Experience using LLMs to design and build data pipelines, API integrations, and workflow automations across Finance and GTM tooling.

At Trade Centric, we have a strong and innovative team dedicated to transforming the way our clients do business. It is our people who make it happen and we strive to take care of our employees in every way we can. Below is a list of benefits that are offered to employees, once eligibility is met:

• 🕒 Flexible Time Off
• 🕒 Volunteer Time Off
• 🩺
  
  Health Benefits:
  
  Medical, Dental and Vision
• 💰 Health Savings Account (HSA) and Flexible Spending Account (FSA)
• 👨👩👧👦 Dependent Care FSA (DCFSA)
• 📈 401k with Company Match
• 👶 Paid Parental Leave
• 🛡️ Company paid Short Term & Long Term Disability
• 🛡️ Company paid Life Insurance
• 🏠 Monthly Work from Home Stipend
• 🎓 Career Development Reimbursement Program