Director of Financial Planning and Analysis

Director of FP&A Transformation (Contract) 📍 Stamford, CT (Hybrid – 3 days onsite / 2 days remote) 💼 Contract estimated at 6+ months 💰 $100/hour Our client, a HNI family office with a heavy concentration within their portfolio of SaaS companies, is looking for a proven Director of FP&A Transformation to lead a high-priority, enterprise-wide finance transformation initiative. This is a hands-on, high-impact interim role focused on modernizing FP&A reporting architecture, data flows, and financial processes across ERP, EPM, and adjacent systems. This leader will assess current-state FP&A and accounting processes, design scalable future-state workflows, and deliver fully automated, integrated financial reporting across D365, OneStream, Coupa, Workday, and the broader data ecosystem. The role requires deep FP&A expertise, strong accounting fundamentals, and proven experience driving system-enabled transformation under aggressive timelines. Key Responsibilities FP&A & Process Transformation • Lead end-to-end assessment of current FP&A and reporting processes, identifying gaps in automation, controls, and data governance • Re-engineer workflows across actuals, close, forecast, budget, allocations, and management reporting • Design and implement a standardized FP&A operating model aligned with Accounting and Data teams Reporting & Forecasting Automation • Architect automated integrations from D365 to OneStream for actuals, forecasts, budgets, allocations, and KPIs • Drive a targeted 90%+ reduction in manual FP&A processes • Standardize metadata, hierarchies, and dimensions across AOP, forecast, and management reporting Data Governance & Controls • Establish enterprise ownership of financial data and clarify accountability across FP&A, Accounting, and Data Engineering • Build a robust data control framework covering data quality, transformation rules, reconciliations, and exception management • Define and operationalize a Data Stewardship model to maintain metadata integrity and governance OneStream Optimization • Redesign OneStream cubes, dimensions, workflows, and consolidation logic • Enhance driver-based forecasting, segmentation analysis, and executive dashboards • Shorten the close-to-report cycle by at least two business days while improving data accuracy Expense, Allocation & Performance Management • Automate expense analysis and allocation models across entities, departments, and business lines • Align dashboards and KPIs directly to Annual Operating Plan (AOP) targets • Deliver automated AOP vs. Actual vs. Forecast reporting for executive leadership Cross-Functional Leadership • Act as the integration point between FP&A, Accounting, ERP, Data, and Reporting teams • Translate complex system and data concepts into clear insights for senior stakeholders • Drive urgency, accountability, and results in a fast-moving environment Success Metrics • Fully automated ERP-to-EPM integrations with minimal manual intervention • Standardized, governed dimensional models across FP&A and Accounting • 90% reduction in spreadsheet-driven processing • Accelerated close and reporting timelines • Reliable, executive- and investor-grade reporting tied to AOP performance Qualifications • 15+ years in FP&A, financial systems, or finance transformation roles • Strong accounting foundation; CPA preferred • Deep experience in forecasting, budgeting, variance analysis, and multi-entity reporting • Hands-on expertise with OneStream (preferred) or Hyperion, Tagetik, or Anaplan • Proven success redesigning processes and implementing automation and controls • Asset management industry experience required • Strong ERP–EPM integration and financial data architecture knowledge • Executive-level communication and stakeholder management skills Who This Role Is For • A hybrid FP&A and systems leader who thrives on transformation and automation • Someone who can quickly assess complexity and deliver scalable solutions • A builder who eliminates manual work and elevates data integrity • A decisive leader comfortable driving results under tight deadlines