Financial Planning and Analysis Lead

About the Company: ISN is a global leader in holistic supply chain management, continuously growing and expanding its reach throughout the United States, Europe, Canada, Australia, the Middle East and other international regions. ISN’s brands include ISNetworld, a global online contractor and supplier management database that helps capital-intensive industries connect with safe reliable contractors, Transparency-One, a responsible sourcing platform built to bring transparency to supply chain management, and Empower, a worker level app built to keep workers moving forward. ISN collects health and safety, procurement, insurance, quality, supply chain, sourcing and regulatory information from contractors and suppliers and incorporates a level of due diligence to the supply chain management process through ISN’s Review and Verification Services (RAVS) subject matter experts who review and verify contractor and supplier information.

About the Role: We are seeking an experienced Financial Planning & Analysis (FP&A) Lead to drive financial strategy, forecasting, budgeting, and performance analysis. In this role, you will collaborate closely with executives, department heads, and key stakeholders to enhance decision-making, optimize financial planning processes, and support long term business growth. As our company continues to scale, you will play a critical role in developing and implementing efficient, data-driven financial systems, investor reporting frameworks, and IPO-readiness strategies. This role requires a proactive leader with a strong analytical mindset, a deep understanding of financial modeling, and the ability to communicate complex financial insights to both internal and external stakeholders.

Responsibilities:

Strategic Financial Planning: Lead the development of short- and long-term financial models, including revenue, expense, cash flow, and P&L forecasting.

Budgeting & Forecasting: Partner with business leaders to create and manage annual budgets, ensuring alignment with company goals and financial targets.

Performance Analytics: Establish, track, and analyze key financial and operational metrics, delivering actionable insights and recommendations to senior leadership.

Investor & Board Reporting: Prepare executive-level financial presentations and reporting packages for Board members, private equity partners, and investors.

Business Partnership: Collaborate with cross-functional teams, including operations and sales, to provide financial insights that drive strategic decision-making.

Process Improvement & Scalability: Design and implement efficient FP&A processes, reporting tools and financial systems to enhance accuracy and scalability.

Scenario Analysis & Benchmarking: Conduct financial modeling, competitive analysis, and scenario planning to support corporate strategy and business development.

IPO & Compliance Preparation: Assist in preparing financial structures, reporting processes, and regulatory compliance measures in anticipation of potential IPO-readiness.

Stakeholder Management: Work directly with external investors, including private equity partners, providing financial insights and performance analysis.

Support and participate in the organization’s Continual Improvement Program to conform to ISO 9001 and ISO 27001 requirements by complying with the Quality Policy and procedures and meeting QMS and ISMS objectives.

All employees have a professional duty to provide any information related to security issues, incidents or situations that present a potential security risk to the ISO Team, ISN Management or their Supervisor.

Other tasks and duties as directed by ISN’s management team.

Qualifications:

7+ years of progressive FP&A, corporate finance, or strategic finance with at least 3+ years in a leadership role.

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

Required Skills:

Expertise in financial modeling, budgeting, and forecasting, with a proven track record of driving financial performance.

Proficiency in Excel, financial planning software and BI tools.

Strong knowledge of GAAP principles, financial reporting, cost control, and compliance regulations.

Understanding of FP&A functions in both private and public company environments, including investor reporting and IPO preparation.

Excellent verbal and written communication skills, with the ability to translate complex financial data into actionable insights for both internal and external stakeholders.

Able to multi-task and achievement oriented.

Ability to analyze financial data and prepare financial reports, statements and projections.

Strong organizational skills and attention to detail.

Ability to work well in a fast-paced environment.

0 – 10% travel for work.

Physical and Safety Requirements:

Sitting, bending, standing, walking, typing and/or speaking 8 hours per day.

Able to regularly lift and move up to 15 lbs.

Reasonable accommodations are made to enable individuals with disabilities to perform essential job functions.

ISN Benefits*

100% company-paid monthly insurance premiums for employees and dependents

Medical, Dental, Vision, and Life Insurance

Employee assistance program

4% retirement matching

Long-Term & Short-Term Disability Coverage

Paid time off

0-1 year – 15 day (pro-rated first year)

1-5 years – 20 days

5-10 years – 25 days

10+ years – 30 days

Holidays – 13 paid holidays

Monthly cell phone reimbursement

Complimentary parking space or monthly reimbursement for DART public transportation

Team-building activities and events, including quarterly kick-off meetings and community volunteer day

Matching charitable gift program

Professional development & training opportunities

Wellness Program: Focuses on community, financial, mental, nutrition, physical and social health

Business casual, jeans allowed

*All benefits are subject to change with notice to the employee

ISN is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.