Lead the FP&A team and establish the function as a center of excellence.
Lead the budgeting, forecasting, and long-range planning processes in close partnership with business unit and functional leaders.
Develop and maintain detailed and dynamic financial models across various business segments.
Prepare and manage recurring internal management reports and external investor reporting packages.
Own the design, implementation, and maintenance of KPI dashboards and reporting tools across the organization.
Assist corporate development and strategy functions in financial modeling and ad hoc analysis on potential M&A and partnerships.
Drive continuous improvement in financial reporting processes, data quality, and planning systems.
Act as a strategic business partner to functional and operational leaders.

Bachelor’s degree in Finance, Accounting, or related field; MBA or relevant advanced degree preferred.
5+ years of progressive FP&A, transaction advisory or corporate finance experience; private equity-backed or multi-entity environment preferred.
Big 4 or large firm Transaction Advisory Services, private equity, or investment banking background highly preferred.
Strong financial acumen with demonstrated analytical ability accompanied by extensive knowledge and ability to model the income statement, balance sheet, and cash flow financial statements.
SaaS modeling experience preferred.
Demonstrated success in developing and managing dashboards, KPIs, and performance reporting frameworks.
Proven experience leading forecasting, budgeting, and management reporting cycles.
Strong fluency in financial modeling, scenario planning, and business intelligence tools.
Hands-on experience with Power BI, NetSuite, Adaptive Insights, Salesforce, and other financial systems.
Advanced Excel skills in addition to experience with PowerPoint and Word.
Excellent communication and collaboration skills with a track record of partnering across functional teams.
Ability to approach responsibilities with intellectual curiosity and creativity to analyze the business and assess current/future opportunities and risks.
Ability to thrive in a dynamic, fast-paced environment with a continuous improvement mindset.

Health, dental, vision, and life insurance plans to keep you and your loved ones covered.
A healthy contribution to your 401(k) retirement savings.
Generous paid time off, including vacation, sick leave, volunteer and other "personal" days.
On-site fitness facility in our HQ, discounts on gym memberships, and wellness initiatives.
Access to an extensive library of educational resources, courses, and workshops.
Flexible work hours and remote work options.
Opportunities for career growth and advancement through mentorship programs and ongoing feedback.

Director of FP&A

Key skills