{"id":2624336,"url":"https://alion.io/job/logically-financial-planning-analysis-director","title":"Financial Planning & Analysis Director","company":{"id":2949438,"name":"Logically","domain":"logically.com","url":"https://alion.io/company/logically-com","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"BambooHR","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"head","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"inferred","locations":[],"countries":[],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":9,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Agile","optional":false},{"name":"Microsoft Excel","optional":false},{"name":"Power BI","optional":false},{"name":"SQL","optional":false}],"status":"live","first_seen_at":"2026-10-13T00:00:00Z","employer_posted_date":"2026-10-13","last_verified_at":"2026-10-19T07:36:28Z","board_verified":true,"closed_at":null,"days_open":6,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":6},"description":"Managing modern technology has become increasingly complex. As organizations scale across clouds, endpoints, and hybrid environments, IT operations and cybersecurity often remain fragmented, creating gaps in visibility, slowing response times, and increasing risk.\nLogically closes that gap.\nWe unify IT operations and cybersecurity into a single, accountable operating model that reduces risk, accelerates response, and strengthens resilience across the systems businesses depend on. With shared visibility, integrated workflows, and clear ownership, organizations gain greater control, fewer blind spots, and more confidence in their technology.\nOur approach is cyber-first by design, embedding protection into every layer, from end user to edge to cloud. By combining AI-assisted monitoring with human-led expertise, we deliver faster insight, smarter decisions, and more effective outcomes without the complexity of siloed tools.\nFor more than 20 years, Logicallyhas partnered with mid-market and enterprise organizations to simplify complexity, reduce risk, and improve resilience, acting as a true extension of their teams with clear accountability and measurable outcomes.\nLogically. Cyber-First. Future-Ready.\nWhy Work for Us\nA culture built on doing the right thing \nWork at the forefront of cybersecurity and emerging technologies \nCollaborative, growth-oriented environment \nCompetitive compensation and benefits \nOpportunities for professional development and advancement \nMake a real impact by helping organizations reduce risk and build resilience\nJob Summary:\nThe Financial Planning & Analysis Director acts as a strategic partner to the business, helping drive growth and optimal financial outcomes. The Director of FP&A will play a vital role in assisting with the company’s short-term and long-term financial forecasting, capital planning, pricing and process optimization, and key strategic initiatives. This role will lead the department’s strategic direction and be charged with ensuring business operations align with Logically’s vision, mission, and values.\nThis role requires a highly motivated professional, who will make a significant impact and is comfortable working with senior leaders and cross-functional teams. This is a highly visible role and will be a key asset in the future growth of the company.\nJob Duties & Responsibilities:\nFinancial Planning & Reporting\nStrategically lead the FP&A process, including partnering across the business to support Logically’s vision \nOwn the enterprise-wide annual budgeting process, rolling forecasts, and long-range strategic and capital planning\nMaintain and develop detailed financial models that track and analyze key metrics and their impact on the company's overall performance \nAnalyze current and past trends in KPIs including all areas of revenue, expenses, and other business drivers \nAssume responsibility for delivery of monthly consolidated financial reporting package to private-equity investors\nConduct scenario analysis and sensitivity modeling to support agile decision-making in a dynamic environment\nBusiness Partnering & Strategy\nPartner with senior management in the coordination and completion of the planning process including annual budgets, rolling forecasts, and long-term strategic financial planning \nServe as a strategic finance partner to commercial, operational and functional leaders - translating financial data into actionable insight on cost, margin, investment and growth\nAssist in leading & creating partnerships with Accounting, HR, IT, and other cross-functional business units to report monthly expenses and headcount planning and reporting across the organization \nSupport the development of executive communications for high-level presentations for senior management, including the company executive team, board of directors, private equity investors, lenders, and other stakeholders \nMonitor business performance against internal KPI targets and external benchmarks, and partner with leaders on corrective actions\nM&A & Integration\nSupport financial due diligence, including the creation/review of financial models for any potential M&A transactions \nLead integration efforts for financial reporting and financial planning for acquired entities \nSales Compensation\nPartner with Sales and HR leadership on the design, modeling and implementation of sales compensation plans that align seller incentives with company growth targets\nAnalyze the financial impact of compensation structures and provide data-driven recommendations to senior leadership\nAssist with and manage frequent ad hoc projects to support management and business decisions \nTechnology, Automation & AI\nChampion the adoption of AI-enabled tools and approaches to enhance analysis quality, accelerate reporting cycles, and improve decision support\nLead and support finance process automation initiatives - identifying opportunities to eliminate manual, repetitive workflows and replace them with scalable, technology-driven solutions\nServe as a responsible steward of AI-generated outputs, ensuring accuracy, integrity and alignment with business strategy before presenting to leadership or investors\nDrive continuous improvement of financial systems, planning tools, and reporting automation to scale with company growth\nQualifications:\nEducation\nBachelor’s degree in Accounting, Finance, or related discipline required (MBA or CPA preferred) \nExperience\n9-11 years of experience in Financial Planning and Analysis, Finance, or Accounting \nProven experience working in a private equity-backed environment, including familiarity with PE reporting cadences, investor packages, and value-creation frameworks\nExperience in a services industry business; experience with a Managed Service Provider (MSP) or Managed Security Service Provider (MSSP) is a strong plus but not required\nExperience working with recurring revenue business models (e.g. SaaS, managed services, subscription-based businesses), including fluency with metrics such as ARR, Churn, NRR and LTV\nProven ability in financial modeling (NPV, ROI, Accretion/Dilution, etc.) \nExperience supporting M&A due diligence, financial integration of entities and synergy analysis\nExperience with sales compensation plan design and implementation preferred\nProven track record of building and leading financial planning processes in a high-growth, fast-paced environment\nTechnical Skills\nSuperior skills in Microsoft Excel and PowerPoint \nProficiency in SQL; ability to independently write and execute SQL queries against financial and operational databases\nDemonstrated experience leveraging AI and automation tools in a finance context - including AI-assisted forecasting, variance analysis, narrative generation, or workflow automation; ability to validate AI-generated outputs for accuracy and strategic alignment\nExperience with Salesforce (CRM) and Microsoft Business Central (ERP) a plus\nExperience with ConnectWise (PSA system) is a strong plus, but not required\nExperience with data visualization and reporting tools (e.g. Power BI) preferred\nCore Competencies\nStrategic insight into the market and ability to ideate and translate customer requirements, organizational challenges, and market trends into actionable strategy \nSuccess designing and implementing a strategic and operating approach, infrastructure, cadence, plan, and process - with key metrics - created to increase organizational clarity, accountability, pace, and delivery \nThorough understanding of methods of systems analysis and the principles, design, and procedural methods used in big data analysis \nAbility to present financial information to a non-financial audience \nExcellent communicator - written, verbal, and in presentations- with the ability to actively listen, navigate difficult conversations, and translate complex financial concepts for non-financial audiences\nBuilds trust-based relationships across teams and internal/external stakeholders; fosters a collaborative, team-first culture and willingly shares knowledge to develop others\nStrong analytical and business judgment, with the ability to translate complex business requirements into actionable solutions and persistently work through competing options to reach the best outcome\nFlexible and composed under pressure, managing multiple priorities simultaneously in a fast-paced, rapidly changing environment\nUnquestionable ethics, discretion, and sound judgment in handling sensitive and confidential financial information \nLogically provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, gender identity, sexual orientation, and other protected classes.","description_format":"text","description_chars":8763,"description_truncated":false,"requirements":{"experience_years_min":9,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Professional development"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Information Security"],"lifecycle":[{"event":"open","at":"2026-10-15T14:35:24Z"}],"visa":[],"liveness":{"score":85,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.853,"p_room":1,"age_days":6,"expected_fill_days":27,"reasons":["conf:1","win:early"],"computed_at":"2026-10-19T05:45:15Z"},"pay":null,"html_url":"https://alion.io/job/logically-financial-planning-analysis-director","json_url":"https://alion.io/job/logically-financial-planning-analysis-director.json","meta":{"generated_at":"2026-10-19T08:12:34Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":5323,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-20T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2949438},"rest":"https://alion.io/mcp/rest/get_company?id=2949438"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Flogically-financial-planning-analysis-director"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Flogically-financial-planning-analysis-director"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Flogically-financial-planning-analysis-director"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/logically-financial-planning-analysis-director\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Flogically-financial-planning-analysis-director"}]}