Director, FP&A

This is a fully remote position, open to applicants in California, +2 more states.

📋 Description

• Take ownership of and enhance rolling bookings and revenue forecasts, long-term planning, and scenario modeling.

• Spearhead essential components of annual planning by linking GTM pipeline assumptions, quota capacity, hiring strategies, and corporate objectives.

• Collaborate with GTM leaders, Sales Operations, and FP&A teams to enhance bookings and ARR forecasting.

• Evaluate SaaS metrics, including NRR, GRR, sales capacity, AE productivity, CAC Payback, and LTV.

• Convert financial insights into actionable recommendations for senior management.

• Develop and enhance monthly and quarterly KPI reporting, management updates, and board materials.

• Create consistent reporting mechanisms and a dependable source of truth across various teams.

• Assist in modeling commission plans and designing quotas.

• Enhance the flow and consistency of financial and operational data across CRM, data tools, and ERP systems.

⛳️ Requirements

• Proficient in financial modeling, forecasting, and scenario-planning.

• Advanced skills in Excel.

• Capable of navigating complex data and analyses with confidence.

• Experience gained in professional services and an in-house software setting.

• Investment banking experience is highly preferred.

• Proven experience in a SaaS business environment.

• Strong understanding of ARR, recurring revenue models, and fundamental SaaS economics.

• Familiarity with Enterprise SaaS metrics and capacity-based sales strategies.

• Experience in Enterprise SaaS is preferred.

• Ability to shift between detailed financial analysis and strategic collaboration with senior leaders.

• Excellent presentation and communication skills.

• Competence in preparing executive-level materials and delivering insights to senior leadership.

• Proactive and hands-on approach with the judgment and autonomy to manage complex priorities.

• Legally authorized to work in the country of the job location.

• This position does not sponsor employment-based visas.

🏝️ Benefits

• Flexible-first working environment.

• Deliberate opportunities for teams to meet and collaborate in person.

• Chance to contribute to technology that supports the global property and casualty insurance sector.

• A global, collaborative atmosphere where employees are encouraged to learn, contribute, and make a meaningful impact.