Director of Financial Planning & Analysis

Job overview

The Director of Financial Planning & Analysis role is onsite in Holladay, UT, at the corporate office. Compensation is not specified; the posting describes it as competitive. Platform Accounting Group provides tax, accounting, assurance, IT consulting, and wealth management services to small and medium-sized businesses and their owners. Reporting to the CFO, the director builds and leads enterprise planning, forecasting, performance management, and decision support. The role turns financial and operating data into actionable insight for executives, business leaders, the Board, lenders, and private equity sponsors, while establishing scalable processes across a growing multi-entity platform.

What you'll do

• Own annual budgeting, periodic reforecasting, monthly outlook, and long-range planning
• develop driver-based models and scenario analyses
• lead monthly performance reviews and establish management reporting and KPIs
• conduct variance analysis and partner with Accounting
• support strategic planning, investment cases, and resource allocation
• prepare Board, sponsor, and lender materials
• support covenant and liquidity forecasting
• partner on acquisition modeling and integration
• develop scalable reporting systems and lead the FP&A team.

What we're looking for

Skills & competencies

director of financial planning & analysis

fp&a

holladay ut

platform accounting group

onsite

budgeting

forecasting

financial modeling

executive decision support

private equity

m&a integration

board reporting

netsuite

adaptive planning

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k) and medical benefits
• training and development
• firm-sponsored continuing education
• advancement opportunities.

Why this role

Hands-on leadership role in a rapidly growing, acquisition-oriented professional services platform; reports to the CFO and supports executive, Board, lender, and private equity stakeholders.

About the employer

PT&C Group LLC is hiring for this role. Industry: Offices of Certified Public Accountants. Sector: 54.