Director of Financial Planning & Analysis
Turn Financial Data Into Strategic Decisions
WHO WE ARE
Milestone Education is a growing organization focused on building and supporting businesses through strong operational execution, disciplined financial management, and strategic growth. We believe great decisions start with great data, and we are committed to creating scalable systems, actionable insights, and sustainable long-term performance.
Our leaders are builders, problem-solvers, and partners who work across functions to drive results. As Director of Financial Planning & Analysis, you will play a key role in shaping financial strategy, improving decision-making, and supporting the next phase of growth.
WHY JOIN US
Choosing where you grow your finance career matters, and here, your work directly influences business strategy and performance.
This is a high-visibility role with direct exposure to executive leadership, strategic initiatives, and acquisition activity. You'll have the opportunity to build processes, strengthen reporting, develop talent, and help shape the future of the FP&A function.
ABOUT THE ROLE
As the Director of FP&A, you'll lead budgeting, forecasting, financial reporting, and strategic analysis across the organization. You'll partner closely with business leaders to transform financial and operational data into actionable insights while supporting growth initiatives, acquisitions, and long-term planning.
WHAT YOU'LL DO
- Lead budgeting, forecasting, and financial planning across a growing multi-entity organization
- Deliver executive and board-level reporting that turns data into actionable business insights
- Build financial models and scenario analyses that support strategic decisions and long-term growth
- Evaluate acquisitions, new sites, and investment opportunities through financial underwriting and diligence
- Partner with leaders across the business to identify opportunities, solve problems, and improve performance
- Enhance reporting, analytics, and data integrity while helping build the future of the FP&A function
- Develop and mentor a BI Analyst while establishing scalable reporting processes and standards
Each day is an opportunity to turn data into insight, strategy into action, and decisions into results.
WHO WE'RE LOOKING FOR
We're seeking analytical, business-minded finance professionals who enjoy solving complex problems and influencing decisions.
You'll be a great fit if you:
- Translate complex financial data into clear business recommendations
- Thrive in a fast-paced, evolving environment
- Balance strategic thinking with hands-on execution
- Build strong partnerships across functions and leadership levels
- Take ownership, drive results, and continuously improve processes
- Approach challenges with curiosity, sound judgment, and a solutions-oriented mindset
QUALIFICATIONS
- Bachelor’s degree in Finance, Accounting, Economics, or a related field. MBA or CPA/CFA a plus.
- 4+ years of progressive FP&A or corporate finance experience, including budgeting, forecasting, and management reporting. Exposure to M&A underwriting, transaction diligence, or investment analysis required; multi-site, education, healthcare, or services industry experience preferred.
- Advanced Excel and financial modeling; advanced experience with budgeting/planning systems, Power BI/dashboard tools, and ERP/GL data; comfort working with large data sets.
- Strong analytical and problem-solving skills, with the ability to distill complex data into clear insights and recommendations.
- Excellent written and verbal communication; able to present financial information effectively to executive and non-financial audiences.
- Highly organized, detail-oriented, and self-directed; thrives in a fast-paced, evolving environment and is comfortable being both strategic and hands-on.