Director, Financial Planning and Analysis

Who We Are:

CompTIA is a leading voice and advocate for the $5 trillion global information technology ecosystem; and the estimated 75 million industry and tech professionals who design, implement, manage, and safeguard the technology that powers the world’s economy.

Through education, training, certifications, philanthropy and market research, CompTIA promotes industry growth; the development of a highly skilled workforce and a commitment to creating an environment where innovation happens, and the opportunities and benefits made possible through technology are available to all.

Scope Summary:

CompTIA is seeking a highly analytical, hands-on Director of Financial Planning & Analysis to help lead the company’s financial planning, forecasting, performance management, and business analytics capabilities.

Reporting to the VP of Financial Planning and Analysis, the Director will play a critical role in translating financial and operating performance into actionable insights for business leaders. This individual will own key elements of the annual planning and forecasting processes, develop a strong understanding of the underlying drivers of revenue, EBITDA and cash flow, and help establish greater accountability for financial and operating results.

The ideal candidate combines strong technical FP&A capabilities with strong business acumen and an operating mindset. This is not simply a reporting role. The Director will be expected to understand why performance is ahead or behind plan, identify risks and opportunities early, and work directly with business leaders to translate insights into action.

The position operates in a fast-paced, private equity-backed environment requiring intellectual curiosity, strong financial discipline, attention to detail, and the ability to move comfortably between detailed financial analysis and executive-level communication.

Essential Duties and Responsibilities:

Financial Planning, Forecasting & Performance Management

• Lead key components of the annual budget, periodic forecasting, and long-range planning processes.
• Develop and maintain driver-based financial models that connect operational activity to revenue, EBITDA and cash flow.
• Produce monthly and quarterly variance analysis across revenue, gross margin, operating expenses, EBITDA and other key performance measures.
• Diagnose performance versus budget and forecast, identifying underlying business drivers rather than simply reporting variances.
• Identify emerging risks and opportunities and develop scenarios to quantify potential financial impact.
• Track forecast accuracy and continuously improve assumptions, methodologies and planning processes.
• Translate financial analysis into clear actions, owners and measurable outcomes.

Business Partnership & Decision Support

• Serve as a strong financial partner to business and functional leaders across the organization.
• Partner with Sales, Marketing, Product and other functions to understand business drivers and improve financial and operational outcomes.
• Develop financial analyses supporting pricing, product investments, go-to-market initiatives, organizational decisions and other strategic priorities.
• Evaluate business cases, investment returns, resource allocation and cost optimization opportunities.
• Challenge assumptions constructively and help leaders understand the financial implications of business decisions.
• Develop scenarios and sensitivity analyses that enable faster, better-informed decisions.

Management, Board & Investor Reporting

• Support preparation of monthly financial and operating reporting for the CFO, CEO and executive leadership team.
• Play a key role in quarterly Board and private equity investor reporting.
• Develop concise, decision-useful commentary explaining performance, key drivers, risks, opportunities and corrective actions.
• Help ensure consistency and accuracy across financial reporting, operational metrics and management presentations.
• Anticipate questions from senior leadership and investors and ensure supporting analyses are complete and accurate.

KPI & Business Analytics

• Develop and maintain KPI reporting that provides visibility into the leading and lagging indicators of company performance.
• Connect operational metrics to financial outcomes and identify the measures that best predict revenue, profitability and cash generation.
• Partner with business leaders to establish appropriate performance metrics, targets and reporting cadences.
• Improve visibility into areas including customer acquisition, conversion, pricing, product performance, sales productivity and operating efficiency.
• Use data to identify trends, diagnose performance issues and surface opportunities for improved execution.

FP&A Process & Reporting Transformation

• Help modernize and automate FP&A reporting, forecasting and analytical processes.
• Reduce reliance on manual reporting through standardized data, models and repeatable processes.
• Partner across Finance and the business to improve data quality, reporting consistency and financial visibility.
• Establish clear documentation, controls and ownership around key planning and reporting processes.
• Help build a scalable FP&A operating model capable of supporting CompTIA's continued growth.

Team Leadership

• Manage and develop FP&A team members, establishing clear expectations and accountability.
• Develop stronger analytical, modeling and business-partnership capabilities across the team.
• Maintain a hands-on leadership style and personally tackle complex or high-priority analyses when necessary.
• Foster a culture of accuracy, urgency, intellectual curiosity and continuous improvement.

Key Performance Indicators:

• Forecast accuracy and on-time completion of budgets, forecasts, and long-range plans.
• Timely, accurate management, Board, and investor reporting with clear performance drivers and corrective actions.
• Actionable KPI reporting and decision support that inform revenue, EBITDA, cash flow, and resource allocation decisions.
• Reduced manual reporting and improved data quality through standardized, automated FP&A processes.
• Team delivery of accurate, timely analysis, with clear accountability and stronger modeling and business-partnership capabilities.

Additional Expectations:

• Employees are expected to model CompTIA's values and reflect them in how they work and collaborate
• Participate in required and role relevant training to maintain skills, ensure compliance, and support ongoing professional development
• May be required to travel based on role responsibilities and business needs
• Please note that this job description is not intended to provide an exhaustive listing of tasks, activities, or responsibilities required of the employee in this role. Tasks, responsibilities, and duties may change without notice

Skills and Qualifications:

• Demonstrated experience owning significant portions of budgeting, forecasting and management reporting.
• Strong experience partnering directly with senior business and functional leaders.
• Experience preparing materials for executive leadership, Boards or investors preferred.
• Experience in technology, digital products, education technology, certification, SaaS or other transaction/data-intensive businesses is beneficial.
• Exceptional financial modeling, forecasting and analytical skills.
• Strong understanding of income statement, balance sheet and cash flow relationships.
• Ability to develop driver-based models and translate operating metrics into financial outcomes.
• Advanced Excel capabilities and experience working with financial planning, ERP and business intelligence platforms.
• Strong data orientation with the ability to work across large and sometimes imperfect data sets.
• Experience improving or automating FP&A processes and reporting environments.
• Hands-on approach and accountable execution, with ownership of problem-solving, accuracy, deadlines and outcomes and a focus on timely, actionable insights.
• Commercial insight and curiosity to connect financial analysis to operating decisions, investigate underlying drivers and identify next steps.
• Strong communication skills and a constructive approach to challenging assumptions, simplifying complex financial information for executives and non-financial audiences while maintaining strong working relationships.
• Adaptability to work effectively as processes, systems and expectations evolve.

Education and/or Experience:

• Bachelor's degree in Finance, Accounting, Economics, Business or a related discipline required.
• MBA, CPA, CFA or similar advanced qualification preferred but not required.
• 8+ years of progressive experience in FP&A, corporate finance, strategic finance or a related discipline.
• 3+ years managing or leading FP&A professionals or significant cross-functional finance initiatives.
• Experience in a private equity-backed or similarly performance-oriented environment strongly preferred.

Why Join Us:

We're a team of driven, creative problem-solvers who are passionate about empowering people to realize their full potential. We foster a collaborative and inclusive culture where ideas are welcomed, growth is encouraged, and success is celebrated.

We're not just looking for employees; we're looking for partners who share our vision and are eager to contribute to our purpose. If you're ready to unlock your potential and reach new heights, join us today!

Our team works hard and we recognize the importance of taking care of our own. We offer our employees a comprehensive suite of benefit offerings including:

• Health, Dental, and Vision Insurance & FSA/HSA Plans
• Performance bonus up to 15% of base salary
• Unlimited PTO & 15 Paid Holidays
• Flexible Schedules & Summer Hours
• 12 weeks of Paid Parental Leave
• Sponsored Costco or Sam’s Membership
• 401K Retirement Plan with 6% company match
• Spot Bonuses for going above & beyond
• Tuition Reimbursement
• Home Office Allowance
• Wellness Reimbursement
• Student Loan Repayment
• Broadband Stipend
• Expected base salary depending on experience and qualifications– $160,000 – $180,000

CompTIA seeks excellence through diversity in its staff. We prohibit discrimination based on race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, disability, veteran status, or marital status.

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