Director of Financial Planning and Analysis

About the Opportunity
The hiring organization is seeking a Sr. Director,
Financial Planning & Analysis to serve as a strategic
finance leader and trusted advisor to executive
leadership. This full-time role based in the United States
combines responsibilities across corporate FP&A, strategic
finance, board and investor reporting, budgeting and
forecasting, financial operations, and cross-functional
business partnership.
The position leads global company-wide planning processes,
supports executive decision-making, oversees financial
reporting and analysis, improves finance systems and
processes, and drives initiatives that enhance growth,
profitability, scalability, and operational performance.
This role collaborates closely with the CFO, CEO,
executive leadership, Sales, Product, Customer Success,
Operations, and Accounting teams to deliver actionable
insights and support financial accountability across the
organization.
Key Responsibilities
• Act as a strategic advisor to the CFO and executive
leadership team on financial performance, business
strategy, investments, and profitability improvement
initiatives.
• Lead financial modeling and scenario planning to support
global growth initiatives, pricing decisions,
organizational changes, and investment opportunities.
• Develop executive-level insights and recommendations
that drive informed decision-making.
• Evaluate business performance against strategic
objectives and identify opportunities to improve
operational and financial outcomes.
• 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.
• 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.
• 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.
• Own measurement and reporting of key SaaS performance
indicators, translating operational and customer metrics
into actionable financial insights.
• Drive automation initiatives leveraging AI, analytics,
and modern finance technologies to improve forecasting
accuracy, planning efficiency, and management reporting
capabilities.
• Champion finance transformation initiatives that build
scalability as the organization expands.
• Lead, coach, and develop a small team of finance
professionals while fostering a culture of accountability,
continuous improvement, and business partnership.
Required Qualifications
• Bachelor's degree in Finance, Accounting, Economics, or
a 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 Qualifications
• 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, or similar systems.
• Experience implementing finance automation, AI-enabled
workflows, and data visualization platforms.
Benefits
• Comprehensive medical, dental, and vision insurance.
• 401(k) retirement plan with employer match.
• Flexible paid time off.
• Paid parental leave.
• Employee referral bonus program.
• Professional development opportunities.
Equal Opportunity Notice
The hiring organization is committed to creating an
inclusive workplace and encourages candidates to apply
even if they do not meet every single qualification. All
qualified applicants will receive consideration for
employment without regard to race, color, religion, sex,
sexual orientation, gender identity, national origin, or
any other legally protected characteristics.

Work arrangement
No