Director of Financial Planning – Analysis

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

📋 Description

• Spearhead the annual budgeting process, rolling forecasts, and long-term planning initiatives.

• Create financial models that incorporate SaaS and payment revenue streams, cash flow projections, and scenario analyses.

• Offer strategic financial insights to the C-suite and department leaders.

• Collaborate with Sales, Marketing, Product, Engineering, and Operations on projects, pricing strategies, customer acquisition efforts, and SaaS/payment metrics.

• Work together on commission structures, quota determination, and sales efficiency evaluations.

• Assess the financial implications of new features, pricing adjustments, and agreements with payment partners.

• Examine SaaS and payment KPIs, including ARR/MRR, gross margin, retention/churn rates, interchange revenue, and take rates.

• Assist in product monetization strategies and compliance initiatives within the payments/fintech sector.

• Design dashboards, reporting tools, and enhance KPI visibility across SaaS and payment operations.

• Evaluate ARR, NDR, CAC, Magic Number, GPV, take rates, transaction margins, and processing expenses.

• Perform cohort analyses, pricing and packaging evaluations, and ROI assessments.

• Manage monthly and quarterly management reports, variance analyses, and board presentations.

• Provide insights into operational efficiency, revenue enhancement, and margin improvement opportunities.

• Develop and refine FP&A tools while automating reporting and planning workflows.

• Ensure the integrity and consistency of data.

• Work collaboratively with accounting on closing procedures and reconciling GAAP to operating metrics.

• Lead, mentor, and develop the FP&A team.

• Promote accountability, teamwork, and continuous improvement.

⛳️ Requirements

• A Bachelor's degree is required; an MBA or CPA is preferred.

• 8–12 years of advanced FP&A experience, including a minimum of 3 years in SaaS and/or Fintech sectors.

• Profound knowledge of SaaS metrics, including ARR, NDR, CAC, LTV, and churn rates.

• Familiarity with Fintech/payment dynamics, including interchange, processing costs, and revenue sharing.

• Strong skills in financial modeling and proficiency in Excel.

• Experience with FP&A software such as Cube, Mosaic, or Anaplan.

• Familiarity with data visualization platforms like Looker, PowerBI, or Tableau.

• Proficient in utilizing AI tools like Claude for data extraction, model development, data structure and accuracy analysis, SQL query formulation, and analytical processes.

• Exceptional communication and presentation abilities.

• Comfort in engaging with C-level executives.

• Capability to lead cross-functional initiatives, collaborate with stakeholders, and influence others without direct authority.

• Desired experience with B2B SaaS models that implement tiered or usage-based pricing.

• Preferred background in payments or embedded finance.

• Preferred experience in supporting venture capital or PE-backed firms during growth phases, fundraising, and M&A activities.

🏝️ Benefits

• Annual bonus.

• Equity options.

• Performance-based incentives.

• A collaborative, remote-first work culture.

• Comprehensive benefits package.

• Healthcare coverage.

• 401(k) plan.

• Flexible paid time off (PTO).