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The Sr. Director, Strategic FP&A is a high-impact, CFO-proximate role designed for a finance professional who thrives at the intersection of sophisticated financial analysis, executive storytelling, and transaction execution. This is not a traditional FP&A role — it is a strategic seat at the table, working directly with the CFO to shape the financial narrative, prepare the company for significant M&A activity, and elevate the quality of insight delivered to the Board and Executive Leadership Team.
This role operates as a close partner to the Sr. Director, Operational FP&A — a peer relationship built on mutual respect and complementary strengths. While the Operational Sr. Director runs the financial engine day to day, this role looks forward — building the analyses, materials, and transaction capabilities that will define the company's next chapter. The Sr. Director, Strategic FP&A also works in close partnership with the Corporate Development function on all strategic transaction activity.
The role is based in our Tysons, Virginia office 3 days per week, where this leader will also serve as an active, in-person mentor to the broader FP&A team — bringing an outside perspective, raising the analytical bar, and investing in the next generation of finance talent.
Key Responsibilities:
M&A Transaction Readiness & Execution Serve as the primary FP&A lead for future M&A transactions, including full company strategic processes involving private equity sponsors Own financial diligence preparation, including management presentations, CIM financial support, data room readiness, and Quality of Earnings coordination Work hand-in-hand with the Corporate Development Sr. Director to ensure the company's financial story is compelling, accurate, and PE-ready at all times Anticipate and proactively address the financial questions that will arise in a transaction process, drawing on firsthand deal experience Strategic Analysis & Decision Support Partner directly with the CFO to develop forward-looking financial analyses that drive better strategic decision making Leverage AI and advanced analytical tools to build new analytical frameworks and models that go beyond traditional FP&A outputs Identify and develop new analytical capabilities that provide the business with a sharper view of performance, risk, and opportunity Support ad hoc strategic requests from the CFO and senior leadership with speed, precision, and intellectual rigor Executive & Board-Level Materials Own the design and quality of Board of Directors and Executive Leadership Team financial materials, elevating both the content and the presentation standard Translate complex financial and strategic narratives into clear, visually compelling materials that drive informed decision making at the highest level Develop and own the data visualization strategy for all strategic and executive-facing financial content Team Mentorship & Development Serve as an in-person mentor and thought partner to the FP&A team in Tysons, bringing an outside-in perspective shaped by investment banking, private equity, or transaction experience Help develop the team's analytical and commercial instincts — raising the quality of thinking, not just the quality of output Model what best-in-class financial analysis looks like for a team that may not have had significant exposure to transaction environments or PE-standard rigor
What You'll Bring:
Experience & Background Background as an investment banking analyst, private equity analyst, or finance professional at a portfolio company that went through a sale process — this experience is essential, not preferred Direct, hands-on experience with M&A transaction preparation: management presentations, CIMs, data rooms, and financial diligence 12+ years of total finance experience, with meaningful time spent in a transaction-intensive environment Prior experience in or exposure to professional services or CFO advisory businesses a plus Advanced financial modeling skills and strong command of data visualization tools Familiarity with AI-powered analytical tools and a genuine curiosity about how they can transform finance Leadership & Interpersonal Skills Confid