Director, FP&A

This is a fully remote position, open to applicants in New York, +1 more state.

📋 Description

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

• Spearhead critical components of annual planning by integrating GTM pipeline assumptions, quota capacity, hiring strategies, and overall company goals.

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

• Deliver clear insights into business performance metrics.

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

• Convert findings into actionable recommendations for senior leadership.

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

• Assist in establishing consistent reporting and a trustworthy source of information across teams.

• Support the modeling of commission plans and the design of quotas.

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

⛳️ Requirements

• Exceptional capabilities in financial modeling, forecasting, and scenario planning.

• Advanced Excel proficiency and confidence in navigating complex data and analysis.

• Experience in professional services and an in-house software environment.

• Investment banking experience is highly preferred.

• Proven experience in a SaaS business environment.

• 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 oscillate between detailed financial analysis and strategic collaboration with senior leadership.

• Excellent presentation and communication skills.

• Ability to prepare executive-level materials and effectively present insights to senior leadership.

• A proactive, hands-on approach with the judgment and autonomy to manage complex priorities in a fast-paced, dynamic environment.

• Legally authorized to work in the country where the job is located.

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

🏝️ Benefits

• Flexible-first working environment with intentional opportunities for teams to connect and collaborate in person.

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

• Work in a global, collaborative setting where employees are encouraged to learn, contribute, and make a meaningful impact.