Director of Financial Planning and Analysis

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

📋 Description

• Oversee the annual budgeting process and mid-year budget updates across all departments.

• Formulate and sustain a long-term financial strategy that aligns strategic goals with operational assumptions.

• Establish sales and revenue objectives for each product based on contracted and utilization models.

• Create headcount planning frameworks to optimize operational and COGS resource distribution.

• Collaborate with Sales and Business Development to develop pipeline and sales forecasting models.

• Keep a monthly tracker for risks and opportunities.

• Develop forecasting models for SaaS and hardware that integrate ARR, net revenue retention, churn, implementation pipeline, and inventory schedules.

• Design and manage monthly management reports and quarterly presentations for the board.

• Handle the FP&A aspect of the monthly closing process, working alongside the Accounting team on accruals and reconciling forecasts to actual results.

• Create a single source of truth for critical metrics and maintain performance dashboards.

• Evaluate FP&A technologies, adopt top-tier tools, and enhance automation through technology and AI.

• Analyze financial variances to uncover root causes and suggest actionable operational improvements.

• Report directly to the VP of Finance and collaborate with the CEO, COO, and departmental leaders.

• Develop the FP&A function, potentially incorporating internal or external resources in the coming years.

⛳️ Requirements

• Minimum of 7 years of progressive experience in FP&A.

• At least 3 years in a senior or leadership position.

• Experience in a SaaS environment with recurring revenue metrics such as ARR, NRR, CAC, LTV, and gross margin.

• Familiarity with hardware or physical product components, including COGS, installation economics, and inventory management.

• Experience in a startup or high-growth setting.

• Ability to establish processes from the ground up and prioritize effectively.

• Outstanding financial modeling skills, including three-statement models, scenario analysis, and driver-based forecasting.

• Strong understanding of SaaS metrics and unit economics.

• Experience in developing or enhancing FP&A infrastructure, data definitions, model architecture, reporting workflows, and automation.

• Expert-level proficiency in Google Sheets and Microsoft Excel.

• Capable of crafting succinct, board-level financial narratives.

• Skilled at presenting to the CEO and explaining cost-center variances to department leaders.

• Demonstrates proactive and transparent communication, with early recognition of risks.

• Strong collaboration and alignment-building abilities.

• A tendency towards clarity and decisive action.

• Comfort with ambiguity and competing priorities in a lean team environment.

🏝️ Benefits

• A culture driven by a meaningful mission.

• Fully remote work environment.

• Competitive salary and comprehensive benefits.

• Complete coverage of employee premiums for Medical, Dental, and Vision insurance.

• 401k program available.

• Monthly stipends for Education, Well-being, and Work From Home expenses.

• Non-accrual Paid Time Off (PTO).

• Opportunities for growth and advancement.

• Company retreats for team bonding.

• Medical and Family/Parental Leave policies.