About AccessIT Group:

AccessIT Group is a specialized cybersecurity solutions provider offering a full range of advanced security services that assist organizations with the design, implementation and operation of their security program and infrastructure. We focus on cloud, risk management, compliance and implementation services, working with organizations to address the evolving complexities of cyberthreats. With over 20 years of experience and relationships with leading technology partners, we help customers find the most appropriate technologies for implementation into their IT environments.  AccessIT Group is majority-owned by a leading mid-market private equity firm, having recently closed a transaction in July of 2025, and is poised for continued exceptional growth.

Position Overview:

We are seeking a highly driven and strategic Director of Financial Planning & Analysis (FP&A) to join our leadership team at a dynamic, growth-stage cybersecurity reseller and services company backed by private equity. This individual will play a pivotal role in driving financial performance and supporting strategic decision-making through best-in-class financial planning, forecasting, and analysis.

The Director of FP&A will be responsible for leading all core FP&A activities, including budgeting, forecasting, Board reporting, performance tracking, and strategic planning initiatives.  Additionally, the Director of FP&A will support the CFO and the leadership team across various M&A-related activities.  The ideal candidate will bring a strong financial foundation, operational acumen, and the ability to thrive in a fast-paced, evolving environment.

Responsibilities and Duties:

Strategic and Financial Planning

• Lead the development of annual budgets, quarterly forecasts, long-range plans, and scenario modeling
• Collaborate with cross-functional business leaders to build and maintain financial models and forecasts that reflect key drivers of business performance
• Partner with executive leadership on capital allocation, growth strategy, and business case development for strategic initiatives

Board and Investor Reporting

• Prepare and deliver timely, accurate financial presentations for the Board of Directors and private equity stakeholders
• Support ad-hoc financial analysis and data requests from private equity sponsors and executive leadership
• Track and analyze performance against investment thesis and value creation plan

Operational & Business Performance Analysis

• Develop and maintain dashboards and KPIs to monitor business and operational performance
• Deliver actionable insights to support revenue growth, margin improvement, and cost optimization
• Drive disciplined reporting around customer profitability, pricing, gross margin, and operating expenses

FP&A Process Leadership

• Establish and continuously improve forecasting, reporting, and planning processes
• Ensure robust financial systems, tools, and processes are in place to support scalable growth
• Lead and mentor a small team of FP&A professionals (as applicable)

Required Education and Experience:

• Bachelor’s degree in Finance, Accounting, Economics or related field; MBA or CFA preferred
• 8–10+ years of progressive experience in FP&A or strategic finance, ideally within technology, cybersecurity, or SaaS/IT services organizations
• Experience in a private equity-backed or high-growth environment is highly desirable
• Proven ability to interact with and influence executive leadership and Board-level stakeholders

Required Skills:

• Deep financial modeling, forecasting, and scenario planning expertise
• Strong command of financial systems (e.g., NetSuite, Adaptive Insights, Anaplan, Excel)
• Excellent communication and presentation skills
• Comfortable working in a fast-paced, dynamic environment with evolving priorities