Director of Financial Planning & Analysis

JOB SUMMARY

The Senior Manager/Director of FP&A will play a pivotal role in shaping the financial strategy and decision-making processes across the organization reporting to the VP of Finance. This individual will lead financial forecasting, manage contracts, provide sales approvals support, and conduct cross-functional financial modeling for new projects. The role requires deep expertise in key SaaS metrics (ARR, NRR, GRR, CAC, LTV), cash flow management, EBITDA, and expense management. The ideal candidate will have a strong background in financial systems, with experience in (Salesforce and NetSuite a plus), and advanced Excel.

Key Responsibilities:

• Lead and manage the company's financial forecasting processes, including annual budgets, long-term strategic planning, and rolling forecasts.
• Develop and maintain comprehensive financial models to support business decision-making, including forecasting key SaaS metrics such as ARR (Annual Recurring Revenue), NRR (Net Revenue Retention), GRR (Gross Revenue Retention), CAC (Customer Acquisition Cost), LTV (Lifetime Value), cash flow, and EBITDA.
• Oversee contract management and ensure alignment with financial goals and contractual obligations.
• Provide financial analysis and support for sales approvals, ensuring that deals align with company objectives and financial performance targets.
• Collaborate with cross-functional teams (Sales, Product, Operations, etc.) to model and assess the financial impact of new projects, strategic initiatives, and investments.
• Lead, mentor, and develop a high-performing FP&A team.
• Monitor and analyze key operational metrics and performance indicators to provide actionable insights to senior leadership.
• Partner with the accounting team to ensure accurate financial reporting and alignment of FP&A processes with monthly/quarterly close activities.
• Drive improvements in financial planning processes and systems, with a focus on automation and scalability.
• Develop and present financial analyses, business cases, and recommendations to executive leadership.

What you’ll need:

• Bachelor’s degree in Finance, Accounting, or a related field; MBA or advanced degree preferred.
• 8-10 years of progressive experience in finance, with at least 3-5 years in an FP&A leadership role.
• Hands-on experience integrating financial processes across systems.
• Advanced Excel skills, with the ability to create complex financial models and manipulate large data sets. Experience with Business Intelligence (BI) tools is a plus.
• Proven ability to lead and mentor teams in a fast-paced, dynamic environment.
• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent verbal and written communication skills, with the ability to convey complex financial concepts to non-financial stakeholders.
• High level of attention to detail and accuracy.
• Ability to work cross-functionally and influence at all levels of the organization.

If you are a highly motivated and results-driven individual, with a passion for driving growth in a fast-paced, entrepreneurial environment,  we encourage you to apply for this exciting opportunity. We offer a competitive salary, comprehensive benefits package, and a dynamic work culture that values collaboration, innovation, and personal development.