Director of Financial Planning and Analytics

Role Overview

• Develop and maintain financial models and KPI reporting and share insights about risks and opportunities using sensitivity analysis and other flexible planning tools.
• Provide Reporting packages at the appropriate level (Board, Senior Leader, Manager) that provide actionable insights and support decision making.
• Drive budgeting/forecasting cycles and work collaboratively with internal business partners and leadership to ensure forecasts are accurate and department leaders understand their current vs. budgeted spending targets.
• Monitor aggregate spending and cash flow to ensure we stay on budget.
• Analyze and explain variances and trends versus Budget, Forecast, and Prior Years.
• Drive our KPI process and work cross-functionally to develop the right metrics and monitor the leading indicators that ensure we are tracking toward our goals.
• Analyze business opportunities, risks, initiatives, product launches, service offerings, and new pricing models, and make recommendations on the best path forward.
• Run ad-hoc data analysis on strategic initiatives.
• Partner with Accounting to ensure month end results are accurate and reflect all accruals, reversals, and reclasses.
• Finalize monthly financial statements and KPI reports.
• Provide data and financial visibility to departments and team leads.
• Automate and optimize reporting and data infrastructure.
• Prepare financial presentations for the Board of Directors.
• Optimize and design scalable systems for financial data analysis, reporting, and monitoring of spending.
• In partnership with RevOps, ensure financial and CRM-integrated records are accurate, organized, securely backed up, and compliant with data governance policies.
• In partnership with RevOps, leverage HubSpot (our CRM) to improve financial visibility, streamline forecasting, and integrate CRM data into financial planning workflows.
• Collaborate with Sales, Marketing, and Operations teams to ensure accurate revenue tracking, deal management, pipeline forecasts, and financial reporting alignment.
• Provide insights from CRM data to inform strategic financial decisions and organizational performance.
• Train and support team members in using HubSpot for finance-related tasks, including invoicing, contract tracking, and expense forecasting.
• Serve as the primary contact for outsourced financial vendors and HubSpot-related integrations to ensure high performance.
• Spot inefficiencies and look for opportunities to streamline, improve, and scale our Finance function.
• Assist the Finance team with a variety of special projects with timely initiatives and roll-outs.
• Collect feedback from project sponsors and collaborators.
• Support deal-close activities through creative discounting and the development of new and innovative business and pricing models.

Requirements

• 10+ years of experience in Senior Accounting, FP&A, strategic finance, or related finance roles
• Strong financial modeling, budgeting, forecasting, and variance analysis skills
• Experience building reporting, dashboards, and KPI processes to support business decisions
• Experience using HubSpot or other CRM and other business data to support forecasting, reporting, and financial insights
• Ability to translate financial and operational data into clear recommendations for leaders
• Strong partnership skills and ability to work cross-functionally with leaders across the business
• Comfortable working hands-on in a lean, fast-moving environment
• Strong communication skills, including preparing materials for executive and board audiences.

Benefits

• medical, dental, and vision insurance
• flexible vacation policy
• 11 federal holidays
• 2 LifeLabs holidays
• Kind Fridays
• CClean Break (Paid Time Off benefit during the last week of the year)
• 401K match
• Learning Days
• Health & Wellness benefit
• and more!