Lead the annual operating plan process and quarterly reforecast cycles by establishing timelines, coordinating cross-functional inputs, consolidating financial models, and presenting results to executive leadership and the Board
Develop and maintain monthly and quarterly financial projections, including revenue, expense, cash flow, and headcount forecasts, to support timely and accurate decision-making
Administer enterprise financial reporting processes by preparing management dashboards, variance analyses, KPI reporting, and Board-ready materials on a monthly and quarterly basis
Analyze financial and operational data to identify trends, performance gaps, and root causes, and present findings with clear recommendations to functional leaders
Design, document, and continuously improve scalable FP&A processes, systems, and controls to support a growing SaaS organization
Partner with Sales and Sales Operations to analyze bookings performance, pipeline trends, revenue forecasts, and sales productivity metrics to inform strategic planning and compensation alignment
Present financial results and forward-looking projections to executive stakeholders, explaining key drivers, risks, and recommended actions

8+ years of progressive FP&A experience
Demonstrated experience in corporate FP&A or related financial planning roles within a SaaS or recurring revenue environment
Strong proficiency in financial modeling, forecasting, and variance analysis, including advanced Excel skills and executive-ready presentation development
Solid understanding of financial statement analysis, corporate finance principles, and US GAAP fundamentals
Experience preparing management and Board-level reporting packages
Strong written and verbal communication skills with the ability to translate financial results into business insights

Director, FP&A

Key skills