Director of FP&A

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

📋 Description

• Develop the annual operating plan and budget in collaboration with department heads, ensuring board approval is obtained.

• Manage rolling forecasts encompassing revenue, expenses, headcount, cash flow, and runway.

• Create scenario models for headcount, pricing strategies, partner agreements, and downside situations.

• Project revenue based on the Salesforce pipeline and operational model.

• Take charge of headcount planning and analyze fully loaded costs associated with each role.

• Examine gross margins by customer and channel, alongside costs to serve and cloud hosting expenses.

• Assist with pricing for enterprise deals and analyze deal economics.

• Model partner economics and rigorously assess proposed terms.

• Establish KPIs and maintain a centralized source of truth for key financial metrics including ARR, MRR, NRR, burn, and runway.

• Manage the financial segment and KPI pages of the board presentation and the budget approved by the board.

• Monitor milestones, conditions, and forthcoming obligations related to financing agreements.

• Address requests from investors and portfolio reporting, including benchmarking inquiries.

• Provide financial contributions for quarterly updates to stockholders and weekly summaries for leadership.

• Coordinate the cap table with legal teams and Carta, overseeing stock-based compensation expenses.

• Lead support for fundraising activities, including model preparation, data room management, and responses to due diligence inquiries.

• Assist with strategic transactions through modeling, due diligence, and quality-of-earnings preparation.

• Track convertible notes and debt instruments effectively.

• Oversee the finance stack and tool integrations across Xero, Ramp, Salesforce, the operational model, and Carta.

• Manage the closing and budgeting calendars efficiently.

• Establish approval policies, spending controls, and document scalable financial processes.

• Supervise accounting functions and the closing process while collaborating with accounting resources to ensure accurate, timely, and audit-ready financial records.

⛳️ Requirements

• 8–12+ years of experience in FP&A, strategic finance, or a similar finance leadership position, particularly in a venture- or PE-backed software company.

• Proven experience in managing board and investor reporting, including the financial section of board presentations and board-approved budgets.

• Outstanding modeling capabilities, covering operating models, revenue forecasts, cash flow forecasts, and scenario modeling.

• Proficient understanding of SaaS and usage-based revenue metrics, including ARR, MRR, NRR, gross margin, and costs to serve.

• Strong knowledge of GAAP, revenue recognition principles, and the monthly closing process.

• Experience with fundraising, due diligence, cap table management, or strategic transactions is essential.

• Preferred experience in modeling partner or channel economics and supporting a deal desk.

• Familiarity with infrastructure, database, or cloud software businesses and their hosting cost structures is advantageous.

• Experience in implementing or enhancing finance systems and spending controls is preferred.

• CPA, CFA, or MBA credentials are preferred.

• Hands-on experience with Xero, Ramp, Salesforce, and Carta is a plus.

• Familiarity with AI tools to expedite analysis, modeling, and reporting is a plus.

• Ability to thrive in ambiguous situations, taking ownership in fast-paced early-stage environments.

• Excellent communication skills for translating financial data into actionable recommendations for department heads, executives, and the board.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Generous paid time off and flexible work arrangements.

• Professional development opportunities and support for continued education.

• A vibrant company culture that promotes collaboration and innovation.