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…