Director of Financial Planning & Analysis

Founded in 2006 and headquartered in NYC, Strategic Funding Source has been recognized by customers and the industry as one of the most reliable and respected names in small business financing. With flexible financing options, we provide small businesses with the working capital they need to take advantage of opportunities and grow. We fund businesses in hundreds of industries and throughout multiple stages of growth. Using our first-hand knowledge of running small businesses, we are able to provide a personalized experience and financing solutions that are tailored to meet each customer’s unique situation. SFS is a fast growing industry leader seeking to add a passionate, hardworking professional to join our finance department. The M/D/VP of Financial Planning & Analysis is a key contributor within SFS. You will have an integral role in planning direction, evaluating performance and finding ways to help the organization profitably grow in both existing and new businesses. The multifaceted nature of this role will also require you to frequently interact with executive management across the company.

Essential Job Duties/Responsibilities:

  • Manage and organize documents sourced by Sales Representatives
  • Drive ongoing tracking, reporting and assessment of the organization’s KPI’s with respect to financial, operational and strategic goals and initiatives
  • Be a key driver of the SFS annual financial planning and budgeting process
  • Assist in evaluating the financial impact of new business opportunities
  • Prepare various financial reports, analyses, and presentations for executive management and Board of Directors
  • Be a thought leader by identifying and championing opportunities to maximize SFS growth and financial performance
  • Work with CFO in building strong and proactive accounting & financial team culture.


  • Advanced skills in Microsoft Excel (including complex modeling, pivot tables, macros and charts), PowerPoint and Word
  • Exceptional problem solving and analytical skills, in particular, understanding key financial and operating drivers of the business
  • Energetic and entrepreneurial approach and a strong attention to detail
  • Flexibility to perform and multi-task effectively in a fast-paced, demanding environment
  • Excellent communication and presentation skills


To apply for this position, send your cover letter and resume (in word or pdf) to

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