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 critical components of annual planning by linking GTM pipeline assumptions, quota capacity, hiring strategies, and corporate goals.

• Collaborate with GTM leaders, Sales Operations, and FP&A teams to improve the accuracy of bookings and ARR forecasting.

• Deliver clear insights into business performance metrics.

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

• Convert findings into actionable strategies for senior leadership.

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

• Create consistent reporting and establish a reliable source of truth for cross-functional teams.

• Assist in modeling commission plans and designing quotas.

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

⛳️ Requirements

• Proficient in financial modeling, forecasting, and scenario analysis.

• Advanced skills in Excel and a strong capability to navigate complex data and analyses.

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

• Investment banking experience is highly preferred.

• Proven experience within a SaaS organization.

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

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

• Preferred experience in Enterprise SaaS.

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

• Excellent presentation and communication skills, with the capability to prepare executive-level materials and convey insights to senior leadership.

• Proactive and hands-on approach, demonstrating good judgment and autonomy to manage complex priorities in a dynamic environment.

• Must be legally authorized to work in the country where the job is located.

• This role does not offer sponsorship for employment-based visas.

🏝️ Benefits

• Flexible-first work environment, providing intentional opportunities for teams to connect and collaborate in person.

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

• Operate within a global, collaborative environment where employees are encouraged to learn, contribute, and make an impact.