Director of Financial Planning and Analysis
Quest Group is actively recruiting for a Director of Financial Planning & Analysis (FP&A) that will lead the financial planning, budgeting, forecasting, and strategic analysis functions for a fast-growing consulting organization. This role partners closely with executive leadership and business unit leaders to provide data-driven insights that guide strategic decision-making, optimize financial performance, and support long-term growth via Mergers / Acquisitions.The ideal candidate should have Full P&L ownership experience along with strong analytical capabilities, experience within professional services or consulting environments, and a proven ability to translate complex financial data into actionable business recommendations.Key ResponsibilitiesFinancial Planning & ForecastingLead the annual budgeting process and rolling forecasts across all business units.Develop and maintain financial models to support revenue forecasting, resource planning, and profitability analysis.Monitor performance against budget and forecast, identifying key variances and recommending corrective actions.Provide monthly, quarterly, and annual financial reporting packages for executive leadership.Strategic Financial AnalysisPartner with executive leadership to support strategic initiatives, growth planning, and investment decisions.Conduct scenario modeling and financial impact analyses for new service lines, market expansion, and pricing strategies.Evaluate profitability by client, project, and service offering.Business PartneringServe as a strategic advisor to consulting practice leaders and operational management.Translate financial insights into clear, actionable guidance for non-financial stakeholders.Support project-level financial management including margin analysis, utilization metrics, and revenue forecasting.Previous M&A experiencePerformance & KPI ManagementDevelop and monitor key performance indicators (KPIs) relevant to consulting operations, including utilization rates, billable hours, revenue per consultant, and project margins.Build dashboards and reporting tools that provide transparency into operational and financial performance.Process Improvement & SystemsIdentify opportunities to improve financial planning processes, reporting automation, and forecasting accuracy.Collaborate with finance and IT teams to optimize financial systems and reporting tools.Support implementation or enhancement of FP&A technologies and analytics platforms.Team LeadershipBuild, mentor, and lead the FP&A team, fostering a culture of collaboration, accountability, and continuous improvement.Establish best practices in financial modeling, reporting, and data analysis.QualificationsEducationBachelor’s degree in Finance, Accounting, Economics, or related field requiredMBA, CPA, or CFA preferredExperience8–12+ years of progressive finance experience with significant FP&A responsibilitiesExperience within a consulting, professional services, or project-based environment strongly preferredDemonstrated leadership experience managing and developing finance teamsSkills & CompetenciesAdvanced financial modeling and forecasting expertiseStrong understanding of consulting economics (utilization, billable rates, project margins)Previous Workday or Adaptive experience preferredExcellent analytical, problem-solving, and strategic thinking abilitiesAbility to communicate complex financial concepts to senior leadershipStrong proficiency with financial systems, Excel, and data visualization tools (e.g., Power BI, Tableau)