Business Performance Improvement – FPM - Financial Planning and Analytics Associate Director

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JOB DESCRIPTION

You Belong Here

The Protiviti Career provides opportunity to learn, inspire, and advance within a collaborative and inclusive culture. We hire curious individuals for whom learning is a passion. We lean into our mission: We Care. We Collaborate. We Deliver.

At every level, we champion leaders who live our values of integrity, inclusion, innovation, and commitment to success. Imagining our work as a journey, we believe integrity guides our way, inclusion moves us forward together, innovation creates new destinations, and our commitment to success empowers us to deliver on our vision to be the most trusted global consulting firm.

Where We Need You:

Our Business Performance Improvement solution is seeking an Associate Director to join our growing team.

What You Can Expect:

As an Associate Director, you'll take a lead role in strengthening our relationships with clients and providing seamless guidance in the completion of engagements. You'll partner with our strategic clients to identify and manage risk. You'll develop strategies to solve complex business problems using new ways of thinking, and devise solutions to support your clients' needs through analytics, automation or the latest tools and methods.

You’ll develop new projects, help identify new business, and build lasting relationships with clients and within the community as you serve as an ambassador of Protiviti in the market. You will also be a mentor and provide growth and development to teams as you oversee the successful completion of project work plans.

You will also be a mentor and provide performance development to teams as you oversee the successful completion of project work plans.

What Will Help You Be Successful:

• You enjoy identifying opportunities to improve process efficiencies and support more strategic and profitable client business decisions
• You have experience in designing and implementing new business processes and leading EPM technologies.
• You have hands-on experience working in FP&A, understanding key business drivers that impact business performance and working closely with business leaders and executives, helping them analyze business results, evaluate alternatives and plan corrective actions.
• You are passionate about building relationships with clients and providing exceptional experiences.
• You promote a positive team culture that fosters open communication among all engagement team members.
• You create development opportunities for others, including participating in the creation and rollout of training, and ways for your team to improve our clients and communities.
• You have interest in contributing to the preparation of client proposals and strategies to win new business.
• You excel at identifying opportunities to integrate product solutions and resources to improve client service capabilities.
• You have interest in working with a diverse portfolio of clients across multiple industries.
• You have experience in leading and managing a team ensuring project activities and deliverables are met while staying in the project budget.
• You are passionate about evaluating, synthesizing, organizing and interpreting data and information.
• You create a positive work environment that fosters open communication among all engagement team members.
• You effectively build relationships with your clients and provide them with timely top-quality service.
• You have an inherent interest in project management and team leadership. You seek new ways to create extraordinary development opportunities and ways for your team to make an impact on our clients and communities.
• You have an interest in being a key leader helping our teams grow a rapidly expanding practice.

Do Your Talents Include the Following?

• Demonstrated experience with:
  • Finance strategy development and processes improvement
  • Budgeting and forecasting
  • AI and machine learning
  • Financial modeling
  • Financial reporting / management reporting
  • Analytics / strategic decision support
  • Finance business partnering
  • Identifying key client business issues, determining client needs by supplementing the standard assessment techniques and tools with innovative approaches, evaluating and validating analysis and developing recommendations for the client in the context of the overall engagement
• Evaluating, summarizing, organizing, and interpreting data.
• Establishing and cultivating business relationships and a professional network, including with senior executives.
• Successfully pursuing business development opportunities and identifying and implementing strategies to obtain new work or clientele.

Your Educational and Professional Qualifications:

• Bachelor’s degree in relevant discipline (e.g., Accounting/Finance); Graduate degree preferred
• 7+ years relevant prior FP&A and/or Corporate Finance experience; prior consulting experience preferred
• Proficiency in Microsoft Office suite applications with specific emphasis on Word, Excel and PowerPoint. Secondary emphasis on OneStream, Adaptive, Anaplan, SAC (SAP Analytics Cloud), and/or Oracle EPM/BPCS

Our Hybrid Workplace

Protiviti practices a hybrid model, which is a combination of working in person with a purpose and working remotely. This model creates meaningful experiences for our people and our clients while offering a flexible environment. The ratio of remote to in-person requirements vary by client, project, team, and other business factors. Our people work both in-person in local Protiviti offices and on client sites, which can include local or out-of-state travel based on our projects and client requests and commitments.

Starting salary is based on a full-time equivalent schedule. Placement in the range is dependent upon experience, skills and geographic work location. Below is the salary range for this job.

Our annual bonus plan provides eligible employees additional cash and/or discretionary stock compensation opportunities. Below is the bonus target opportunity for this job.

The total cash range is estimated from the sum of the base salary range plus the bonus target opportunity. Below is the estimated total cash range for this job.

Employees are eligible for medical, dental, and vision coverages, FSA and HSA healthcare accounts, life and accident insurance, adoption and fertility assistance, paid parental leave up to 10 weeks, and short/long term disability. We offer eligible employees a company 401(k) savings and investment plan with an employer match of 50% on the first 6% of your contributions. We provide Choice Time Off (CTO) for vacation, personal needs, and sick time. The amount of (CTO) varies based on years of service. New hires receive up to 20 days of CTO per calendar year. Protiviti also recognizes up to 11 paid holidays each calendar year.

Learn more about the variety of rewards we offer at Protiviti at https://www.protiviti.com/sites/default/files/2026-01/2026_u.s._benefit_highlights.pdf.

Any benefits outlined are part of our reward offerings for full-time employees in the U.S. Your Open Enrollment materials, insurance contracts, plan documents and Summary Plan Descriptions together comprise the official plan document which legally governs the administration of your benefit plans. Protiviti reserves the right to terminate or amend your benefit plans in any way and at any time.

Protiviti is an Equal Opportunity Employer. M/F/Disability/Veteran

As part of Protiviti’s employment process, any offer of employment is contingent upon successful completion of a background check.

Protiviti is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to [email protected] or call 1.855.744.6947 for assistance.

In your email please include the following:

• The specific accommodation requested to complete the employment application.

• The location(s) (city, state) to which you would like to apply.

For positions located in San Francisco, CA: Protiviti will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

For positions located in Los Angeles County, CA: Protiviti will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Protiviti is not registered to hire or employ personnel in the following states - West Virginia, Alaska.

Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.

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