Director, FP&A

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Strategic Business Partnering: Act as the main financial partner to the Chief Customer Officer and the leadership team of Value Services, offering strategic insights and recommendations to facilitate business growth, AI transformation initiatives, and stringent financial goals.

• Team Leadership: Oversee, mentor, and cultivate a high-performing team of 3 FP&A professionals (1 Senior Manager, 2 Analysts), promoting a culture centered on accuracy, accountability, and ongoing development.

• Financial Planning & Analysis: Direct the annual budgeting, long-term planning, and monthly forecasting for the Customer Success, Professional Services, Education, Enablement, Support, and Services Operations teams, managing over $120M in annual expenditures. Lead the forecasting, reporting, and analysis of top-line revenue metrics, such as bookings, billings, and revenue from both one-time and recurring professional services.

• Performance Reporting & Analysis: Create and sustain comprehensive financial models and reporting to monitor key metrics like headcount/capacity modeling, Professional Services and Managed Services (MS) margins, MS ARR, T&E, contractor expenses, and weekly/monthly Budget vs. Actuals (BvA) scorecards.

• Ad-Hoc Analysis: Perform complex ad-hoc financial analyses to back strategic initiatives, assess new programs, and guide crucial business decisions.

• Executive & Board Reporting: Generate high-quality presentations and financial summaries for executive leadership, ensuring clarity, precision, and compliance with tight deadlines.

• Process Improvement: Recognize and execute opportunities to enhance financial processes, systems, and reporting capabilities to boost efficiency and accuracy within the Value Services finance function.

• Cross-Functional Collaboration: Work closely with other FP&A teams, Accounting, Value Services Operations, and HR to ensure alignment and consistency in financial reporting and headcount planning.

• Headcount & Spend Controls: Assist and empower your team to effectively manage and reconcile headcount planning, supervise requisition and offer approvals, and carefully review procurement requests to guarantee strict alignment with forecasts and budgets.

⛳️ Requirements

• Industry Experience: Previous experience directly supporting a SaaS Professional Services organization is essential.

• Experience Level: 10+ years of progressive experience in FP&A within a fast-paced, high-growth technology company.

• Executive Presence: Proven history of strategic business partnering with C-suite and executive-level stakeholders.

• Technical Expertise: Advanced financial modeling and analytical skills, with the ability to convert complex data into actionable insights.

• Communication Skills: Outstanding communication and presentation abilities, with the capacity to convey intricate financial concepts clearly and succinctly to both financial and non-financial audiences.

• Execution & Accuracy: Proven capability to work autonomously, manage multiple priorities, and deliver high-quality work with a strong emphasis on detail and accuracy under tight deadlines.

• Systems Proficiency: Advanced skills in Microsoft Excel and PowerPoint. Experience with Anaplan financial planning software is highly preferred. Familiarity with utilizing Generative AI tools (e.g., Copilot, ChatGPT, Gemini) to enhance data analysis, automate workflows, and improve productivity is greatly valued.

• Education: Bachelor's degree in Finance, Accounting, Economics, or a related field; an MBA is a plus.

🏝️ Benefits

• Health insurance

• Retirement plans

• Paid time off

• Flexible work arrangements

• Professional development