Director of Financial Planning & Analysis

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

This role works closely with executive leadership and operational teams to drive financial performance, inform strategic decisions, and support growth initiatives. The Director leverages deep financial expertise and operational insight to turn data into actionable strategies, ensuring the organization operates efficiently, profitably, and with strong financial discipline.

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.

- Build and maintain financial models to support strategic initiatives, capital investments, and operational planning.

- Monitor and analyze financial results, KPIs, and trends, partnering with operational leaders to improve efficiency, cost management, and profitability.

- Collaborate with department leaders and cross-functional teams to align financial planning with operational goals and support business growth initiatives.

- Oversee financial reporting, dashboards, and data analysis, ensuring accuracy, transparency, and actionable insights.

- Leverage advanced Excel skills and financial systems/ERPs to build models, reporting tools, and automated processes that enhance decision-making and operational efficiency.

- Lead, mentor, and develop finance team members while fostering a culture of accountability, collaboration, and continuous improvement.

- Establish and maintain strong financial controls, optimize processes, and provide strategic financial guidance to drive organizational success.

Supervisory Responsibility:

This is an individual contributor role with no direct reports.

Required Education and Experience:

- Bachelor’s degree in Finance, Accounting, Business, or a related field (MBA or CPA preferred).

- 8+ years of experience in financial planning, analysis, or finance leadership roles.

- Strong background in financial modeling, forecasting, budgeting, and operational finance.

- Experience managing financial systems/ERPs to support reporting, planning, and operational insights.

- Advanced Microsoft Excel skills, including complex formulas, pivot tables, financial modeling, and large dataset analysis.

- Ability to translate financial data into strategic business insights.

- Strong communication skills with the ability to present financial information clearly to executive leadership and operational teams.

Preferred Experience:

- Strong partnership with operations and project-based or construction/contracting teams.

- Skilled in Acumatica accounting software.

- Familiarity with employee-owned (ESOP) organizations.

- Strategic financial thinker who influences business decisions.

- Trusted business partner to operational leaders, driving efficiency, cost control, and profitability.

- Data-driven decision-maker, turning insights into action.

- Inspires and develops teams, fostering collaboration and accountability.

- Drives process improvement and systems optimization across the organization.

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.