Director of Financial Planning and Analysis (Conshohocken)

Lead Financial Planning, forecasting and performance analysis for key business lines within the firm. The role serves as a strategic partner to senior leadership, providing insights that drive decision-making, optimize financial performance and support long term growth.

• Deliver executive-level reporting, including variance analysis, KPI's and actionable insights.
• Build and review complex financial models to support strategic initiatives, investments and new product launches.
• Support board presentations, investor reporting and regulatory requirements.
• Lead the annual budget process, quarterly forecast and long-range financial planning.