Director of Financial Planning & Analysis

Chartis

United States Posted September 18, 2026

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On-site Full-time Executive
Salary Range

$126,667 - $190,000

Job Description

Join Chartis as the Director of Financial Planning & Analysis (FP&A). In this role, you will partner closely with senior leaders across the business to connect strategy, operations, and financial performance. You will shape business plans, lead forecasting and performance analysis, and provide insights that support growth, profitability, and sound decision-making. The ideal candidate will have strong analytical and financial planning capabilities, sound judgment, and the ability to influence leaders in a dynamic, growth-oriented environment.

  • Serve as a trusted finance partner to business and functional leaders, building a strong understanding of strategy, growth priorities, operating drivers, and financial performance.
  • Lead financial planning and forecasting for supported areas, including revenue, profitability, headcount, and other key operating drivers.
  • Develop clear financial narratives that help leaders understand results, risks, opportunities, and required actions.
  • Proven ability to operate as a strategic business partner and translate financial information into actionable insights
  • Comfort working in a growing, evolving environment where processes and capabilities continue to mature
  • Strong financial acumen with expertise in forecasting, budgeting, financial modeling, performance analysis, and management reporting
  • Demonstrated ability to communicate effectively with senior executives and influence decisions without formal authority
  • Strong analytical skills and the ability to synthesize complex information into clear executive-level insights
  • Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field is required
  • Strong commercial judgment and the ability to understand the operational drivers behind financial performance
  • Experience supporting a multi-business, professional services, consulting, or other human-capital-intensive organization is preferred
  • 8+ years of progressive experience in FP&A, strategic finance, corporate finance, consulting, or related roles, including meaningful experience partnering directly with business leaders
  • Advanced proficiency with financial planning, reporting, and analytical tools, with experience in Workday, Adaptive Planning, Tableau, or similar platforms considered a plus
  • MBA or other advanced degree is a plus
Required Skills
FP&A forecasting decision making budgeting financial modeling analytical skills accounting corporate finance Workday Tableau
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