The Role
As Modern continues to scale, we are seeking a 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 and maintain driver-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 business partnership
Business Performance Management
Design and maintain executive dashboards and KPI reporting
Analyze performance across practices, consultants, recruiters, business lines, and client segments
Identify key 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
Provide financial 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
Qualifications Required
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 forecasting expertise
Experience supporting executive leadership teams and strategic decision-making
Strong understanding of SaaS, professional services, consulting, or human capital business models
Exceptional analytical, problem-solving, and communication skills
Advanced proficiency in Excel and financial planning tools
Preferred
MBA, CPA, CFA, or equivalent advanced credential
Experience within professional services, executive search, consulting, leadership advisory, or private equity-backed organizations
Experience building FP&A processes within a scaling company
Familiarity with Salesforce, Power BI, Tableau, Adaptive Planning, Anaplan, or similar tools
Experience supporting board presentations and investor communications
Leadership Characteristics
The ideal candidate will demonstrate:
Intellectual curiosity and strong business judgment
Ability to influence without direct authority
High attention to detail balanced with strategic thinking
Strong executive presence and communication skills
A hands-on, roll-up-your-sleeves mentality
Comfort operating in a fast-paced, entrepreneurial environment
A bias toward action and continuous improvement
Success in the First 12 Months
Implement a driver-based forecasting model that improves predictability and decision-making
Establish a best-in-class monthly KPI reporting process
Improve visibility into business performance across practices and service lines
Create scalable budgeting and forecasting processes
Deliver actionable analyses that influence strategic and operational decisions
Build the financial infrastructure necessary to support Modern’s continued growth and expansion
Why Modern?
Purpose-Driven Work: Join a team that is committed to Diversity, Equity, and Inclusion (DEI) and gives back to the community by donating 10% of annual profits to support underserved youth and educational opportunities.
Impactful Projects: Contribute to meaningful projects that positively impact clients’ organizations, communities, and the development of diverse leaders.
Professional Growth: Gain exposure to various aspects of the business, with opportunities for mentorship, leadership development, and career advancement.
Comprehensive Benefits: Enjoy a robust benefits package, including medical, dental, and vision insurance, along with a 401(k) match.
Flexibility & Balance: Benefit from a flexible remote work environment, paid parental leave, and an office setup stipend to support your work-from-home needs.
Our Values
Be Bold: Think strategically, seeing implications and creative paths. Innovates commercially – seeks to understand client perspective to drive impact. Innovates internally - seeks to improve processes, procedures, and technology used within and across their teams.
Be Excellent: Deliver client ready work, with attention to detail, raising the bar of expectations within team and with data integrity to include the use of all company tools and systems. Motivated by excellence to the benefit of clients and our firm.
Be United: Be an inclusive ‘team player,’ willing to support, develop and ‘go the extra mile’ to deliver impact with others. Proactively develops trusting relationships both within and outside our firm.
Be Authentic: Demonstrate awareness, coachability and a desire to grow with continuous improvement. Motivated by a personal purpose aligned with our firm’s mission and values. Is accountable for delivery of client ready work.
The pay range for this role is: 160,000 - 180,000 USD per year with a 15% annual target bonus.
Modern Executive Solutions is dedicated to creating an inclusive environment for everyone, regardless of ethnicity, religion, color, sexual orientation, gender identity, race, national origin, age, disability status, veteran or military status or care-giver status. Please contact us at [email protected] if you need assistance completing this application.