FP&A Director

Role Overview

• Be responsible for the annual operating plan, quarterly forecast cycles, and long-range plan, ensuring alignment with strategic and financial objectives.
• Build and maintain an integrated financial model that connects revenue, margins, operating expenses, headcount, and cash.
• Establish and handle a company-wide performance management cadence (monthly and quarterly reviews) with clear Financial KPIs, targets, and accountability.
• Define and refine the company’s SaaS metrics framework, including ARR, NRR/GRR, CAC, LTV, payback period, and cohort analyses.
• Partner with Rev Ops, GTM and Product leaders to understand drivers of bookings, renewals, expansions, and upsell/cross-sell, and recommend portfolio and segment actions.
• Evaluate growth initiatives in partnership with Rev Ops (new products, geographies, channels, pricing/packaging) using robust unit economics and scenario analysis.
• Serve as a primary finance partner to the CEO, CFO, and ELT, providing structured analyses, decision memos, and recommendations for strategic choices and trade-offs.
• Lead financial evaluation for major initiatives such as M&A, partnerships, large enterprise deals, and significant technology or AI investments.
• Build and socialize frameworks for capital allocation, including investment thresholds, hurdle rates, and prioritization of spend.
• Build and deliver executive and board-level reporting that clearly explains performance, trends, and risks in a narrative, decision-ready format.
• Translate sophisticated analyses into concise, visually compelling materials for internal and external partners.
• Drive a consistent “single source of truth” for financial and operational metrics across teams.
• Develop strong partnerships with leaders across GTM, Product, Engineering, People, and Operations.
• Champion a culture of accountability, transparency, and data-informed decision-making.
• Develop and refine the FP&A calendar, processes, and templates to improve speed, quality, and predictability of planning and reporting cycles.
• Partner with Accounting, RevOps, and IT to improve the finance systems stack (ERP, planning, BI, CRM) and ensure consistent definitions and data integrity.
• Introduce automation and standardization to reduce manual work and enable more time on insights vs. data gathering.

Requirements

• 8–12 years of progressive experience in FP&A, strategic finance, or related roles, with significant time in B2B SaaS or recurring revenue models.
• Proven experience owning company-level planning and forecasting, not just a single function or region.
• Deep understanding of SaaS metrics and unit economics, and how they tie into long-term value creation.
• Proven track record of partnering with senior executives and influencing decisions through data and insight.
• Sophisticated proficiency in financial modeling and analysis, with comfort handling complex, multi-scenario models.
• Strong verbal and written communication skills, including experience preparing materials for executive and board audiences.
• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field.
• Experience in a high-growth SaaS company in the $75M–$300M ARR range.
• Exposure to M&A evaluation and post-deal integration from a finance perspective.
• Experience working with modern planning and BI tools in addition to traditional spreadsheets.

Tech Stack

• ERP

Benefits

• competitive benefits package
• bonus opportunities
• generous paid time off
• paid holidays
• range of programs designed to support employee well-being and work-life balance