Job description
Join phData, a dynamic and innovative leader in the modern data stack. We partner with major cloud data platforms like Snowflake, AWS, Azure, GCP, Fivetran, Pinecone, Glean, and dbt to deliver cutting-edge services and solutions.We’re committed to helping global enterprises overcome their toughest data challenges.
phData is a remote-first global company with employees based in the United States, Latin America, and India. We celebrate the culture of each of our team members and foster a community of technological curiosity, ownership, and trust. Even though we’re growing extremely fast, we maintain a casual, exciting work environment. We hire top performers and allow you the autonomy to deliver results.
- 6x Snowflake Partner of the Year (2020, 2021, 2022, 2023, 2024, 2025)
- Fivetran, dbt, Atlation, and AWS Partner of the Year
- #1 Partner in Snowflake Advanced Certifications
- 600+ Expert Cloud Certifications (Sigma, AWS, Azure, Dataiku, etc)
Recognized as an award-winning workplace in the US, India, and LATAM
We are seeking a talented Director, FP&A to join our growing Finance team. You’ll play a pivotal role in driving the financial strategy in a company that’s rapidly expanding both domestically and globally.
This is a hybrid role with onsite work in Minneapolis, MN.
OVERVIEW
The Director, FP&A is a critical partner to our leadership team, driving financial strategy, operational excellence, and profitable growth. This position will serve as a key report to the SVP Finance and play a pivotal role in building scalable FP&A capabilities for the business.
As the Director of FP&A, you will be the backbone of our financial strategy, translating business objectives into concrete financial plans and actionable insights. You will lead the development of our annual budget, long-range financial forecasts, and key business metric analysis. This is a highly visible role that requires not just strong technical and financial skills, but also superior cross-functional partnership and leadership.
The person in this role will also be expected to expand the FP&A department as phData expands its operations globally.
What You’ll Do:
Strategic Planning & Forecasting:
- Lead the company’s annual operating plan, quarterly and monthly forecasts, and long-range planning processes
- Partner with the SVP Finance and executive team to develop financial strategies that align with business objectives and value creation goals
- Expert-level financial modeling to support scenario planning, evaluate strategic investments and M&A, and translate insights into actionable recommendations for senior leadership
Financial Business Partnering:
- Serve as a trusted financial advisor to executive leadership and department leaders, providing data-driven insights on resource allocation, operational efficiency, and investment decisions
- Exert significant influence across the organization at a leadership level, driving alignment on financial processes and reporting standards across the business
- Support headcount planning, pricing, margin analysis, and cost optimization initiatives
- Support weekly revenue forecasting process, including reporting and communication to leadership
Financial Modeling & Analysis:
- Develop and maintain the company’s key three statement financial model (P&L, Balance Sheet, Cash Flow) to support a high-growth business, strategic initiatives, and scenario planning
- Develop and maintain the company’s 13-week cash flow forecast and debt covenant forecasting to support the company’s financial health and lender relationships
Reporting & Presentation:
- Prepare executive-level reporting packages and presentations for leadership, Board of Directors, and lenders
- Translate financial performance into clear narratives that inform strategic decisions
Build strong financial infrastructure:
- Oversee the implementation and ongoing utilization of FP&A software providing insight into historical financial results and models to forecast the financial trajectory
- Partner closely with the Data team to ensure necessary data is accurate, timely, and comprehensive for historical and forecasting purposes
Process Improvement:
- Drive continuous improvement in FP&A processes, reporting, and systems to enhance forecasting accuracy, efficiency, and data integrity
Team Leadership:
- Mentor and develop the FP&A team, fostering a culture of high performance, analytical rigor, and continuous professional growth
Our ideal candidate will have:
- 8+ years of progressive experience in Finance roles, with at least 3 years in a leadership role within Financial Planning & Analysis (FP&A), including leading a nearshore or offshore team
- Experience in a private equity portfolio company or investment banking is a significant plus
- Deep industry experience in one of the following areas is a strong preference:
- Experience working within a professional services or consulting organization (e.g., global consulting firms, specialized advisory, or boutique firms).
- Experience holding an FP&A position in a tech-enabled services company
- Exceptional communication and presentation skills, with the ability to distill complex financial concepts into clear, actionable insights for non-finance leaders.
- Ability to clearly articulate services’ contract structures, utilization, headcount planning, etc.
- Ability to connect financial analysis to broader business strategy. Experience leading finance through organizational change, growth phases, or performance optimization initiatives
- Technical & Analytical Skills:
- Strong command of financial statements, forecasting techniques, and cost structure analysis and a deep understanding of unit economics, pricing dynamics, and operational trade-offs
- Demonstrated experience with selecting, implementing, and using FP&A software (e.g., Anaplan, Adaptive Planning, Vena, etc.)
- Advanced Excel and financial modeling capabilities; deep experience with forecasting and scenario planning
- Proficient with BI tools (e.g., Sigma Computing a plus, Tableau, Power BI, etc.)
- Proficient with Google suite
Why phData? We offer:
A casual, award-winning small-business work environment
A culture that prizes autonomy, creativity, and transparency
Competitive compensation, benefits, PTO, and perks
phData celebrates diversity and is committed to creating an inclusive environment for all employees. Our approach helps us to build a winning team that represents a variety of backgrounds, perspectives, and abilities. So, regardless of how your diversity expresses itself, you can find a home here at phData. We are proud to be an equal opportunity employer. We prohibit discrimination and harassment of any kind based on race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, gender expression, age, veteran status, genetic information, disability, or other applicable legally protected characteristics. If you would like to request an accommodation due to a disability, please contact us at People Operations.
