Sr. Director, Financial Planning & Analysis

FP&A Leadership

Own the annual operating plan, long-range planning process, and rolling forecasts.

Lead monthly and quarterly business reviews, including variance analysis and performance reporting.

Partner with business leaders to establish financial targets and accountability measures.

Maintain and enhance financial models supporting revenue, ARR, bookings, headcount, operating expenses, cash flow, and profitability.

Board & Investor Reporting

Lead preparation of board materials, investor presentations, lender reporting, and executive financial communications.

Develop clear, concise narratives explaining financial performance, key trends, risks, and opportunities.

Support fundraising, refinancing, M&A, and strategic transactions as needed.

Financial Reporting & Governance

Partner with Accounting to ensure consistency between operational reporting and financial results.

Establish KPIs and management reporting frameworks that provide visibility into business performance.

Support financial controls, governance processes, and data integrity initiatives.

Collaborate with Financial Reporting and Accounting teams on month-end and quarter-end analytics.

SaaS Metrics & Revenue Analytics

Own measurement and reporting of key SaaS performance indicators, including:

ARR

Bookings

Revenue growth

Net revenue retention

Gross retention

Customer expansion

CAC and payback metrics

EBITDA and operating leverage

Translate operational and customer metrics into actionable financial insights.

Systems & Process Transformation

Drive automation initiatives leveraging AI, analytics, and modern finance technologies.

Improve forecasting accuracy, planning efficiency, and management reporting capabilities.

Champion finance transformation initiatives that create scalability as the company grows.

Team Leadership

Lead and develop a small team of finance professionals.

Foster a culture of accountability, continuous improvement, and business partnership.

Provide coaching, mentorship, and career development support.

Qualities you possess...

Required

Bachelor's degree in Finance, Accounting, Economics, or related field.

10+ years of progressive finance experience, including FP&A and strategic finance leadership.

Experience supporting executive leadership, boards of directors, and senior stakeholders.

Strong financial modeling, forecasting, budgeting, and analytical skills.

Demonstrated ability to communicate complex financial topics to non-financial audiences.

Experience in software, SaaS, technology, or recurring revenue business models.

Advanced Excel and financial systems expertise.

Preferred

MBA and/or CPA.

Experience in private equity-backed organizations.

Experience supporting M&A, fundraising, debt financing, or strategic transactions.

Expertise with planning platforms such as Workday Adaptive, Netsuite, Salesforce, etc.

Experience implementing finance automation, AI-enabled workflows, and data visualization platforms.