Director of Financial Planning & Analysis - Remote, U.S.

Job Description:

AML RightSource is the leading expert solutions provider of managed services and advisory, dedicated exclusively to financial crime compliance. As financial crime continues to evolve, we help organizations stay ahead through expert-led services and deep industry knowledge. 

Specializing in anti-money laundering, financial crime prevention, and third-party compliance, we deliver tailored solutions that enhance operational efficiency and reduce business risk. With a global presence and a team of more than 7,000 specialized, trained professionals, AML RightSource partners closely with clients to transform their compliance programs into strategic advantages. 

Our focused expertise and partnership-driven approach ensure adaptable, scalable solutions that meet today’s complex regulatory demands. We empower organizations to strengthen compliance, protect their businesses, and confidently navigate an ever-changing financial crime landscape.

About the Position

Location: Remote, U.S.

Experience:12+ years of progressive FP&A experience, including3+ years in a leadership role

Application Deadline: July 31, 2026

Applications may be submitted via the ‘Apply’ button above.

We are seeking astrategic, hands-on Director/Head of FP&A to build and lead a best-in-class financial planning function in a high-growthIT / Managed Services environment.

Reporting directly to the CFO, this role will serve as akey business partner to the executive team, driving financial strategy, performance insights, and operational rigor across the organization. This is a highly visible leadership role with direct exposure to theBoard and investors.

Ideal candidates bring deep experience intechnology or services-based business models, ideally within aprivate equity-backed company, and are comfortable operating in afast-paced, global environment.

Primary Responsibilities

Strategic Leadership & Executive Partnership

• Serve as a trusted advisor to the CFO and executive team, deliveringdata-driven insights that influence key decisions
• Lead financial strategy, aligning planning efforts with company growth and value creation goals
• Translate complex financial data into clear, actionable recommendations for leadership

FP&A & Business Performance

• Own the end-to-endbudgeting, forecasting, long-range planning processes, and monthly/quarterly reporting
• Develop and maintaindriver-based financial models (revenue, gross margin, profitability, cash flow)
• Leadvariance analysis and performance tracking, holding business partners accountable to targets
• Analyze resource utilization metrics (billable vs. non-billable) tooptimize productivity and reduce revenue leakage

Cross-Functional Business Partnership

• Partner withSales, Delivery, and Marketing to drive revenue growth and margin improvement
• Supportpipelineforecasting, conversion analysis, and pricing strategies, including large multi-year deals
• Provide financial leadership forcost optimization initiatives, capital allocation, and M&A activities

Team Leadership & Build-Out (Critical)

• Build, scale, and lead a high-performing FP&A team
• Establish best practices, processes, and operating cadence across the function
• Foster a culture ofaccountability, continuous improvement, and analytical excellence
• Partner closely with Controllership to ensure accurate and timely reporting

Data, Systems & Analytics

• Drive adoption ofFP&A tools, automation, and advanced analytics
• Improve data infrastructure to enablereal-time, decision-ready insights

Board & Investor Engagement

• Own preparation offinancial presentations,Board decks, investor reporting, and lender materials
• Supportdue diligence and corporate development initiatives

Required Qualifications

• Bachelor’s degree in Finance, Accounting, or related field (MBA/CPA/CFA preferred)
• 12+ years of progressive FP&A experience, including3+ years in a leadership role
• Proven experiencebuilding and scaling an FP&A function and team in atechnology, services, or managed services environment (required)
• Strong experience withservices-based business models (e.g., utilization, project-based revenue, margin optimization)
• Advanced financial modeling and forecasting expertise, with full ownership offorecasting, variance analysis, and performance accountability
• Ability toturn data into actionable insights that influence business decisions and outcomes (not just reporting)
• Strong executive presence with the ability toinfluence senior leadership and present to the Board
• Experience operating in afast-paced, global, and dynamic environment
• Experience withfinancial systems and analytics platforms (e.g., Domo, NetSuite, Workday, Power BI, etc.)
• StrongExcel skills and exposure toAI-based tools

Preferred Qualifications

• Experience in aprivate equity-backed company
• Experience partnering deeply withSales organizations on pricing, pipeline, and deal structuring

Why This Role?

• High-impact role withdirect CFO and Board exposure
• Opportunity tobuild and scale FP&A from a leadership level
• Work in agrowth-oriented, PE-influenced environment
• Shape financial strategy in adynamic, services-driven business

AI Screening Notice

AML RightSource may use AI tools to support candidate screening; however, all hiring decisions are made through human review.

Equal Opportunity Employer & Accessibility

AML RightSource is an Equal Opportunity Employer and we welcome diversity in the workforce. All qualified applicants will receive consideration for employment without discrimination. We are committed to providing accommodations to individuals with disabilities throughout all aspects of the recruitment process. If you require accommodation to participate in the recruitment and selection process, please email hiring@amlrightsource.com or discuss your needs when contacted for an interview.

Recruitment Scam Alerts
We’re aware of an increase in recruitment scams where individuals falsely claim to represent AML RightSource. These scammers may ask for money or personal information by offering fake job opportunities through email, text message, or social media. Please verify the source of any job-related communications carefully. All official AML RightSource communications are conducted through “@amlrightsource.com” email addresses. If you encounter suspicious messages, do not respond.