Own and evolve revenue forecasting and budgeting models to support strategic planning, annual budgeting, and monthly forecasts.
Lead revenue performance analytics across bookings, ARR, retention, and revenue by segment, identifying drivers, risks, and opportunities.
Oversee the Monthly Operating Review (MOR) package, delivering executive-ready narratives on variances vs. plan, forecast, and prior year, with actionable insights and recommended actions.
Improve predictability and accuracy of revenue models through rigorous KPI definitions, assumption governance, and scenario/sensitivity analysis.
Model recurring and transaction-based revenue streams, including subscription software and payments products, tying assumptions to business-specific metrics (e.g., pipeline, conversion, usage/volume, take rate, churn, renewals).
Partner cross-functionally with Sales, Product, Marketing, Customer Success, Operations, and Accounting to align on performance drivers and build trust in the numbers.
Drive process excellence and automation, leveraging AI/analytics tools and FP&A data resources to streamline reporting, and reduce manual work.
Develop and mentor talent, ensuring the team has the capabilities, tools, and prioritization to deliver high-impact work on time and at a high standard.
Support M&A diligence and integration as needed, including revenue model assessment, synergy tracking, and post-close performance reporting.

Bachelor’s degree in Finance, Accounting, or a related field.
10+ years of progressive finance experience with significant FP&A ownership; leadership experience strongly preferred.
Experience in B2B SaaS + FinTech/payments
Experience with BI tools (e.g. Power BI)
Exposure to enterprise FP&A systems (e.g. Planful)
Deep expertise in SaaS revenue modeling and recurring revenue metrics (ARR, bookings, churn/retention, cohorts, expansion, renewals).
Strong understanding of payments/transaction economics (e.g., volume, take rate, margin, pricing).
Proven ability to translate complex analysis into crisp executive insights and recommendations.
Advanced financial modeling skills and comfort working with large datasets; strong command of Excel and financial planning tools.
Demonstrated success improving forecasting accuracy, building scalable processes, and driving automation/standardization.
Strong stakeholder management skills with a track record of influencing decisions across senior business leaders.
Experience in a Private Equity environment is strongly preferred.
MBA or CPA is a plus.

Director, FP&A

Key skills