Director of Financial Planning & Analysis

RISE is seeking a highly skilled and strategic Director of Financial Reporting, Planning & Analysis to lead financial planning, budgeting, forecasting, and operational analysis across our multi-divisional organization specializing in Energy Efficiency, Engineering, Environmental Testing, HVAC, and Design.

This role oversees internal and external financial reporting, ensuring accurate, timely, and GAAP-compliant financial statements (IFRS experience a plus), while managing audits, maintaining strong internal controls, and ensuring regulatory compliance.

Partnering closely with executive leadership, business unit leaders, and the Board of Directors, the Director delivers meaningful insights and data-driven recommendations, translating complex financial data into strategies that drive performance and support growth. As a key business partner, this individual promotes efficiency, profitability, and financial discipline while continuously enhancing reporting capabilities and financial processes.

Essential Duties & Responsibilities include, but are not limited to:

• Lead annual budgeting, quarterly forecasts, and long-range financial planning, providing actionable insights to executive leadership and aligning financial strategy with organizational goals.
• Oversee the preparation and issuance of monthly, quarterly, and annual financial statements, ensuring accuracy, timeliness, and compliance with GAAP (IFRS experience a plus).
• Build and maintain robust financial models to support strategic initiatives, capital investments, scenario planning, and operational decision-making.
• Monitor and analyze financial performance, including revenue, margins, operating expenses, cash flow, and key performance indicators, identifying trends, risks, and opportunities.
• Conduct variance analysis (Actual vs. Budget vs. Forecast) and provide clear, data-driven insights to executive leadership, business unit leaders, and the Board of Directors.
• Collaborate with department leaders and cross-functional teams to align financial planning with operational goals and drive efficiency, cost control, and profitability.
• Oversee financial reporting, dashboards, and data visualization tools, ensuring transparency and actionable insights across the organization.
• Manage and enhance internal controls over financial reporting, ensuring compliance with regulatory requirements and continuous improvement of processes.
• Serve as the primary liaison to external auditors, coordinating annual audits and quarterly reviews, and ensuring timely and accurate audit deliverables.
• Provide technical accounting guidance on complex transactions (e.g., revenue recognition, leases, acquisitions), including drafting accounting memos and policies.
• Partner with the Controller and finance team to optimize ERP systems and reporting tools, driving automation, data integrity, and operational efficiency.
• Lead, mentor, and develop finance team members, fostering a culture of accountability, collaboration, and continuous improvement.
• Establish departmental goals, performance metrics, and scalable processes to support company growth and evolving business needs.
• Deliver strategic financial guidance to executive leadership to support informed decision-making and long-term organizational success.

Supervisory Responsibility:

This role will oversee financial reporting and FP&A team members, including staff accountants and analysts, while maintaining hands-on involvement in key deliverables.

Required Education and Experience:

• Bachelor's degree in Accounting, Finance, Business, or a related field (Master's preferred).
• CPA required.
• 10+ years of progressive experience in accounting, financial reporting, and/or FP&A, with at least 5 years in a leadership role.
• Strong knowledge of GAAP (IFRS experience a plus).
• Proven experience in financial modeling, forecasting, budgeting, and operational finance.
• Experience managing financial systems/ERPs to support reporting, planning, and analytics.
• Advanced Microsoft Excel skills, including complex modeling, pivot tables, and large dataset analysis.
• Experience managing audits and working with external auditors.
• Strong ability to translate complex financial data into strategic business insights.
• Excellent communication skills with the ability to present financial information clearly to executive leadership and cross-functional teams.

Preferred Experience:

• Background in public accounting is strongly preferred.
• Experience partnering with operations and project-based or construction/contracting teams.
• Experience with Acumatica or similar ERP systems.
• Familiarity with employee-owned (ESOP) organizations.
• Strategic financial leader who influences business decisions and drives performance.
• Trusted business partner to operational leaders, with a focus on efficiency and profitability.
• Data-driven decision-maker who turns insights into action.
• Proven ability to lead teams, develop talent, and foster collaboration.
• Experience driving process improvement and systems optimization across finance functions.

Work Environment:

This position operates primarily in a professional office environment and regularly uses standard office equipment, including computers, phones, and other business machines.

Physical Demands:

• Frequent:
  
  
  
  • Computer input and typing
  • Answering the phone
  • Driving
  
  
  
  
• Occasional:
  
  
  
  • Sedentary work
  • Clarity of vision at 20 inches or less.
  • Standing
  • Walking
  • Climbing stairs
  • Stooping, walking, standing, bending, reaching, pulling, and pushing.
  
  
  
  
• Rarely:
  
  
  
  • Lifting under 40 pounds
  • Clarity of vision at both over 20 feet and under 20 inches.
  • Able to judge depth, have a good field of vision, and identify and distinguish colors.
  
  
  
  

Position Type and Expected Hours of Work:

This is a full-time, on-site, position. Days and hours of work are typically Monday through Friday with specific hours to be mutually agreed upon. Hybrid work options may be available depending on location.

Travel:

There is no expected travel required for this position.

Compensation and Benefits:

• Health care benefits through United HealthCare.
• Delta Dental and Vision Service Plan.
• Paid time off and holidays.
• Employer-matching 401(k) retirement plan.
• Employer-paid Employee Stock Ownership Plan (ESOP).
• Employer-paid life and AD&D insurance; access to short and long-term disability insurance.
• Tuition reimbursement.

Who We Are

The RISE Group is an employee-owned, professional engineering firm that provides a complete range of consulting, design, and energy services to customers throughout the United States and internationally. Our multi-disciplined engineering and technical staff specialize in failure analysis, engineering design, process optimization, and condition assessment. Our work demonstrates how creative collaboration can produce outstanding results for our clients and our communities.

Our Culture

At RISE, our customers come from all walks of life -- and so do our employees! We hire amazing people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. We can confidently state that we are successful as a direct result of our diversity.

From day one and throughout your career with us, you'll find a workplace culture with expansive personal & professional development opportunities, cutting edge technology, a place where relationships are valued, and work/life balance is always a priority.

We are committed to diversity, equity, and inclusion (DEI) within our workplace and in our communities. It is our policy to provide equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or any other applicable federal or state-protected classification.

RISE Group Inc. is an E-Verify participant and will conduct background investigations and pre- employment screening of candidates for employment Pre-employment activities will be conducted on qualified applicants after acceptance of a job offer.

RISE Group Inc. is an employee-owned company and an equal opportunity/affirmative action employer. We welcome applications from all backgrounds regardless of race, color, religion, sex, national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, veteran status, disability, or any other classification protected by law.