Director of Financial Planning and Analysis Job at Synergy Interactive, Chicago, IL

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  • Synergy Interactive
  • Chicago, IL

Job Description

Overview:

We are seeking an experienced and strategic Director of FP&A to build and lead the financial planning and strategic finance function from the ground up. This role will partner closely with executive leadership to drive forecasting, budgeting, and analysis that inform data-driven decisions and long-term growth. The ideal candidate brings a blend of operational finance discipline, strategic thinking, and hands-on execution in a fast-paced, high-growth environment.

Key Responsibilities:

  • Build and manage core FP&A processes, including budgeting, forecasting, and management reporting.
  • Design scalable planning models, dashboards, and financial systems to support decision-making.
  • Partner with leadership on strategic planning, capital allocation, and investment analysis.
  • Lead financial modeling and scenario planning to evaluate growth initiatives and performance trends.
  • Prepare executive and board-level reporting, highlighting key insights and recommendations.
  • Collaborate cross-functionally with Accounting, GTM, Product, and Operations teams to align budgets and forecasts.
  • Provide deep analysis on SaaS metrics, revenue drivers, and expense optimization.

Qualifications:

  • Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred).
  • 8–12+ years of experience in FP&A, corporate finance, or strategy, ideally within SaaS or tech environments.
  • Proven success building FP&A or finance functions from inception.
  • Strong expertise in financial modeling, forecasting, and business analytics.
  • Proficiency in Excel/Google Sheets and familiarity with FP&A tools (Adaptive, Mosaic, Cube, etc.).
  • Excellent communication and presentation skills, with the ability to influence senior stakeholders.

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