Director, Financial Planning & Analysis

The Role

As Modern continues to scale, we areseekinga highly analytical and commercially minded Director of FP&A to build and lead the company’s financial planning, forecasting, reporting, and business intelligence capabilities. Reporting directly to the CFO, this leader will play a critical role in helping Modern make data-driven decisions, improve operational performance, and support the company’s next phase of growth.

The Director of FP&A will serve as the strategic finance business partner to the CFO and executive leadership team. This individual will own the company’s budgeting, forecasting, long-range planning, financial analysis, KPI reporting, bonus and variable comp calculations, and performance management processes.

The successful candidate will combine strong analytical capabilities with business acumen, helping leadership understand the key drivers of growth, profitability, productivity, and cash generation across the organization. This role requires someone who is comfortable operating both strategically and hands-on in a high-growth, entrepreneurial environment.

Key Responsibilities

Financial Planning & Forecasting

• Lead the annual budgeting process and quarterly reforecast cycles

• Develop andmaintaindriver-based financial models for revenue, headcount, productivity, operating expenses, EBITDA, and cash flow

• Build rolling forecasts and long-range strategic planning models

• Develop scenario analyses and sensitivity models to support executive decision-making

• Improve forecast accuracy through enhanced reporting, analytics, and businesspartnership

Business Performance Management

• Design andmaintainexecutive dashboards and KPI reporting

• Analyze performance across practices, consultants, recruiters, business lines, and client segments

• Identifykey business trends, risks, and opportunities

• Monitor productivity,utilization, revenue generation, and profitability metrics

• Partner with leaders across the organization to improve operational and financial performance

Strategic Finance

• Support strategic planning and growth initiatives

• Develop business cases for investments, new service offerings, acquisitions, and expansion opportunities

• Conduct pricing, profitability, and margin analyses

• Support lender, investor, board, and shareholder reporting requirements

• Providefinancial insights that drive resource allocation and capital deployment decisions

Executive Reporting & Decision Support

• Prepare monthly and quarterly financial review materials for executive leadership

• Deliver clear and actionable analyses to support decision-making

• Translate complex financial data into concise business recommendations

• Partner closely with the CFO to support strategic initiatives and executive presentations

Systems, Data & Process Improvement

• Build scalable FP&A processes and infrastructure

• Improve reporting automation and data quality across systems

• Partner with Operations, Technology, and Finance teams to enhance business intelligence capabilities

• Drive implementation and optimization of planning and reporting tools

• Establish best practices for financial modeling, reporting, and analytics

Team Leadership

• Help build and scale the FP&A function as the company grows

• Mentor and develop future finance team members

• Foster a culture of accountability, analytical rigor, collaboration, and continuous improvement

QualificationsRequired

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field

• 8+ years of progressive experience in FP&A, corporate finance, strategic finance, investment banking, consulting, or related disciplines

• Advanced financial modeling and forecastingexpertise