Financial Planning & Analysis Director/Manager

Responsibilities

• Lead the FP&A process, including: Developing and maintaining robust financial models across all three financial statements to support strategic decision-making.
• Creating and managing budgets and forecasts for revenue, expenses, cashflow, and profitability.
• Conducting variance analysis to identify and understand performance deviations.
• Partnering with business leaders to translate financial data into actionable insights and support their growth initiatives.
• Develop and manage an integrated operating and three-statement business model used in long range planning, and related tools that can be used to provide insights into company performance and trends.
• Use financial modeling to evaluate financial impacts of various strategic and operating initiatives, including revenue and ARR planning, sales capacity modeling, cash forecasting (both 3 year and 13 week), and industry benchmarking.
• Manage SaaS metric reporting and KPI tracking, ensuring accurate and timely reporting of key metrics (e.g., ARR, CAC, LTV, Retention) to measure growth and profitability.
• Prepare insightful board reports that effectively communicate financial performance and strategic direction.
• Play a key role with the CFO and the rest of the exec team in the annual planning process, facilitating collaboration across departments to set strategic goals and financial targets.
• Identify and implement process improvements to enhance the efficiency and effectiveness of FP&A activities.
• Work closely with ownership (private equity) in monitoring financial metrics and performance
• Other duties as needed to support the Accounting, Finance and Administration team
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• Requirements:
• BS in Finance, Accounting, Economics or related business field. Advanced degree or certification preferred
• 10+ years of finance experience, experience with PE backed SaaS companies
• Proven expertise in financial modeling, forecasting, and variance analysis.
• In-depth knowledge of SaaS metrics and their impact on financial performance.
• Strong analytical and problem-solving skills, with the ability to distill complex financial data into clear and concise insights.
• Excellent communication and people skills, with the ability to effectively present financial information to both technical and non-technical audiences.
• Strong collaboration and relationship-building skills.
• Proficiency in financial modeling (e.g., Excel) and data visualization tools. Experience in NetSuite a plus
• Ability to manage confidential and sensitive information with tact and discretion.
• Initiative-taker with strong work ethic and willingness to fully own a process through to completion in an autonomous work environment.

Requirements

• Experience in financial forecasting, planning and analysis and operational budget management, and excel modeling
• Strong knowledge of accounting and financial reporting
• Demonstrated ability to consistently work within fixed timeframes and meet deadlines
• Strong analytical and financial modeling skills with the ability to quickly grasp and apply analytical concepts
• Proactive communicator with excellent verbal and written skills. Must be capable of building strong relationships with colleagues and presenting to business leaders
• Maintain the highest standards of accuracy and precision; detail-oriented, highly-organized and resourceful
• Exceptional work ethic, team mentality, positive attitude, highly-driven, self-motivated, and excellent business partnering skills
• Passion for technology and genuine desire to make meaningful contributions on a team with big aspirations
• Bachelor’s degree required
• Proficiency in Excel and PowerPoint required
• Previous experience with SaaS/subscription business models
• Intellectual curiousity