Own the budgeting, forecasting (monthly, quarterly, annual, and multi-year), and long-range planning cycles, keeping them aligned with Wowza's strategic and financial goals.
Build and maintain the financial models and planning processes behind the business, including SaaS metrics (ARR, GDR, NDR, CAC, LTV) and the operating drivers that move them.
Deliver accurate, timely financial reporting and KPI dashboards, and contribute to board presentations and investor materials for leadership, the board, and our PE sponsor.
Manage lender reporting, including covenant compliance and the periodic financial packages required under the company's credit agreement.
Run P&L cadences and partner with functional leaders, delivering the analysis, commentary, and recommendations that shape strategy, capital allocation, and growth investments.
Monitor bookings and pipeline data to sharpen sales performance insight and revenue forecasting.
Evaluate the financial impact of new opportunities, investments, and strategic initiatives—ad hoc modeling, unit economics, and corporate strategy work.
Improve FP&A tools, systems, and processes so they scale with a high-growth business.

Bachelor's degree in Finance, Accounting, Economics, or a related field.
8+ years in FP&A, financial analysis, or corporate/public accounting, including time supporting a high-growth organization.
Strong command of SaaS and software business models and revenue recognition.
Solid grounding in GAAP and consolidated financial statements.
Advanced Excel and financial modeling, with strong data aggregation and analysis skills.
A track record of turning complex data into clear, strategic insight for executives, boards, and investors.
A proactive, collaborative leader who influences cross-functional teams and exercises sound judgment under pressure.
Nice to have: Software/technology and/or PE-backed company experience.
International subsidiaries and foreign currency experience.
Familiarity with our stack: CRM (HubSpot), accounting (QuickBooks Online), and BI tools (Alteryx, Tableau).
M&A experience across due diligence, integration, and post-merger optimization.

Director of Financial Planning – Analysis

Key skills