Senior Director, Financial Planning and Analysis

Who is Trace3?

Trace3 is a leading Transformative IT Authority, providing unique technology solutions and consulting services to our clients. Equipped with elite engineering and dynamic innovation, we empower IT executives and their organizations to achieve competitive advantage through a process of Integrate, Automate, Innovate.

Our culture at Trace3 embodies the spirit of a startup with the advantage of a scalable business. Employees can grow their career and have fun while doing it!

Trace3 is headquartered in Irvine, California. We employ more than 1,200 people all over the United States. Our major field office locations include Denver, Indianapolis, Grand Rapids, Lexington, Los Angeles, Louisville, Texas, San Francisco.  

Ready to discover the possibilities that live in technology?

Come Join Us!

Street-Smart - Thriving in Dynamic Times

We are flexible and resilient in a fast-changing environment. We continuously innovate and drive constructive change while keeping a focus on the “big picture.” We exercise sound business judgment in making high-quality decisions in a timely and cost-effective manner. We are highly creative and can dig deep within ourselves to find positive solutions to different problems.

Juice - The “Stuff” it takes to be a Needle Mover

We get things done and drive results. We lead without a title, empowering others through a can-do attitude. We look forward to the goal, mentally mapping out every checkpoint on the pathway to success, and visualizing what the final destination looks and feels like.

Teamwork - Humble, Hungry and Smart

We are humble individuals who understand how our job impacts the company's mission. We treat others with respect, admit mistakes, give credit where it’s due and demonstrate transparency. We “bring the weather” by exhibiting positive leadership and solution-focused thinking. We hug people in their trials, struggles, and failures – not just their success. We appreciate the individuality of the people around us.

JOB SUMMARY:

The Senior Director, Financial Planning and Analysis will play a key role on the Finance team and will drive strategic decisions through insightful financial planning, reporting, and business analytics. This position will lead the FP&A function at Trace3 and partner closely with executive leadership. The ideal candidate will have at least 10 years of experience in accounting or finance, with significant experience in a management role.

SUMMARY OF ESSENTIAL JOB FUNCTIONS:

• Responsible for the coordination and development of the annual budget across all departments, resulting in annual consolidated company and business level targets.
• Preparation of material for monthly leadership reviews and quarterly Board and lender meetings; providing direct support to the CEO and CFO.
• Support strategic initiatives with ad hoc modeling requiring in depth understanding of the Company business, strong business acumen, and creation of sometimes complex financial models.
• Lead team in development of monthly P&L variance analysis, data driven analytics of key leading indicators, and preparation of executive commentary.
• Work closely with the accounting team to ensure a timely and accurate financial month-end close for consolidated and line of business results.
• Collaboration with business leaders to provide financial insights, support business initiatives, and drive operational efficiency.
• Serve as a strategic advisor to senior leadership and business leads, providing insights on financial performance, risks, and opportunities.
• Support reporting for, and integration of, merger and acquisition activity.
• Manage a team of FP&A professionals, including analysts and managers, fostering professional development and ensuring high performance.

REQUIRED SKILLS AND EXPERIENCE:

• Bachelor's Degree in Finance, Accounting or a related major required.
• A minimum of 10 years of work experience in financial analysis or accounting, with a minimum of 5 years of experience leading a high performing team.
• Advanced knowledge of Microsoft Excel required; experience with NetSuite is preferred.
• Excellent oral and written communication and presentation skills are critical for success.
• Outstanding analytical skills and a proven ability to connect data analysis with business outcomes.
• Proven ability to build a high performing team and provide clear leadership in a rapidly changing and largely remote environment.
• Highly organized, detail-oriented individuals, able to effectively prioritize tasks in a fast-paced, high-volume, and evolving work environment.
• Ability to approach internal and external requests with a proactive and consultative outlook; commitment to listen to and understand business partners’ needs.
• Comfortable managing multiple and changing priorities, and meeting deadlines in an entrepreneurial environment.

Actual salary will be based on a variety of factors, including location, experience, skill set, performance, licensure and certification, and business needs. The range for this position in other geographic locations may differ. Certain positions may also be eligible for variable incentive compensation, such as bonuses or commissions, that is not included in the base salary.Estimated Pay Range$225,000—$276,000 USD

The Perks

• Comprehensive medical, dental and vision plans for you and your dependents
• 401(k) Retirement Plan with Employer Match, 529 College Savings Plan, Health Savings Account, Life Insurance, and Long-Term Disability
• Competitive Compensation
• Training and development programs
• Major offices stocked with snacks and beverages
• Collaborative and cool culture
• Work-life balance and generous paid time off

Our Commitment

At the core of Trace3's DNA is our people. We are a diverse group of talented individuals who understand the importance of teamwork and demonstrating leadership, character, and passion in all that we do.

We’re committed to fostering an inclusive workplace where everyone feels respected, valued, and empowered to grow. We recognize that embracing diversity drives innovation, improves outcomes, fosters collaboration, boosts teammate satisfaction, and builds a more inclusive culture.

As an equal opportunity employer, Trace3 bases all employment decisions based on individual qualifications, merit, and business requirements. We do not engage in discrimination on the basis of race, color, religion, sex (including gender identity, sexual orientation, and pregnancy), national origin, age (40 or older), disability, genetic information, or any other characteristic protected by federal, state, or local law.

Any demographic information provided is strictly voluntary, kept confidential in accordance with Equal Employment Opportunity (EEO) regulations, and will not be used in employment decisions, including hiring, promotions, or mentorship programs. We are committed to providing equal employment opportunities for all.

If you require a reasonable accommodation to complete the application process or participate in an interview, please email [email protected].

***To all recruitment agencies: Trace3 does not accept unsolicited agency resumes/CVs. Please do not forward resumes/CVs to our careers email addresses, Trace3 employees or any other company location. Trace3 is not responsible for any fees related to unsolicited resumes/CVs.