Executive Director, FP&A

Role Overview

• Lead annual operating plan (AOP), rolling forecast, and long-range planning processes across subscription and transactional revenue streams
• Develop and maintain robust ARR, bookings, churn, expansion, and margin models
• Partner with executive leadership to evaluate strategic initiatives, pricing changes, investments, and growth opportunities
• Support partnership/commercial activities through financial modeling, synergy analysis, and post-agreement performance tracking
• Own monthly close, forecast, & MBR meeting content, presentations, and deadlines
• Build and own executive dashboards and KPI frameworks (ARR, NRR, CAC, LTV, gross margin, EBITDA, cash flow)
• Provide timely, actionable insights on variances to plan, trends, and risks
• Translate complex financial data into clear narratives for executives and board stakeholders
• Establish consistent metrics and definitions across the organization to ensure alignment and trust in data
• Act as a strategic finance partner to Sales, Marketing, Product, and Customer Success leaders
• Support go-to-market planning with Revenue Operations team including quota setting, capacity modeling, pipeline health, and productivity analysis
• Partner with Product and Engineering on roadmap prioritization, ROI analysis, and investment tradeoffs
• Support Customer Success with churn, retention, and expansion analytics
• Partner with HR to ensure hiring/backfill needs are met and aligned with forecast
• Build, mentor, and scale a high-performing FP&A and analytics organization
• Drive process automation, system improvements, and data integration across finance and operational platforms
• Establish best-in-class planning, forecasting, and reporting cadence suitable for a growing software organization
• Champion a culture of accountability, curiosity, and continuous improvement

Requirements

• Bachelor’s Degree in Finance, Accounting, Economics, or related field
• 10+ years of progressive finance experience, with significant FP&A leadership in a SaaS or software environment
• Deep expertise in recurring revenue models, SaaS metrics, and unit economics
• Proven experience partnering with executive teams and influencing strategic decisions
• Ability to assess and hire a highly performing FP&A teams
• Advanced financial modeling and analytical skills
• Excellent communication skills with the ability to translate data into executive-level insights

Benefits

• Medical, Dental and Vision Coverage
• 401K Plan with Company Match
• Paid Time Off (PTO)
• Paid Parental Leave
• Short Term Disability
• Work Life Assistance Program
• Health Savings and Flexible Spending Accounts
• Education Benefits
• Worldwide Scholarship Program
• Volunteer Opportunities