Director of Operational Finance

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

📋 Description

• Act as the main contact for corporate finance and financial operations within the designated division, collaborating closely with the division's CEO and executive team.

• Adapt corporate FP&A reporting standards for execution at the division level, standardizing metrics and definitions related to bookings, ARR, and margin expansion.

• Incorporate divisional context, assumptions, and priorities into the annual Corporate Finance budget while ensuring alignment with company-wide planning cycles.

• Support division leadership in forecasting updates, performance monitoring, and operational enhancements.

• Serve as the financial chief of staff for the division CEO, ensuring alignment with Corporate Finance and overall company objectives.

• Identify and escalate significant items, risks, and discrepancies related to bookings, retention, and costs.

• Drive operational efficiencies and generate ideas for cost savings and potential revenue increases.

• Monitor below-the-line adjustment realization and report progress to Corporate Finance for lender and board updates.

• Contribute divisional insights to monthly and quarterly closes, conduct variance analysis, and prepare commentary for management and board reports.

• Provide ad hoc analysis for both division and corporate leadership.

• Collaborate with Deal Desk, Operations, AR, Sales Operations, and Sales Compensation to advance the division and minimize friction.

• Lead the identification and tracking of synergies for acquisitions, providing divisional insights on due diligence and integration into company financials.

• Report directly to the SVP of Finance while maintaining dotted-line relationships with the division CEO and Head of FP&A.

⛳️ Requirements

• 7–10 years of progressively responsible experience in FP&A, business finance, or finance partnering, with a focus on SaaS businesses.

• Proficient understanding of SaaS metrics such as ARR, bookings, retention, and margin, with the ability to articulate the factors influencing them.

• Strong skills in financial modeling and variance analysis, coupled with the discernment to identify figures that resonate with an executive audience.

• Experience collaborating directly with senior business leaders, including CEOs, GMs, or heads of sales, and the ability to influence without direct authority.

• Exceptional written and verbal communication skills, with the capacity to transform analysis into actionable recommendations and convey narratives through data.

• Background in a private-equity-backed firm, including experience with lender or sponsor reporting.

• Familiarity with M&A processes, including synergy tracking or post-acquisition integration.

• Experience using modern planning platforms (Pigment preferred) or similar tools like Adaptive, Anaplan, or Planful.

• Background in a multi-product or multi-entity software environment.

• A bachelor's degree in finance, accounting, or a related field, or equivalent practical experience.

• This role is intended for US-based opportunities and requires eligibility to work in the US, as indicated by US employee benefits and participation in E-Verify.

🏝️ Benefits

• Health, Dental & Vision Insurance

• 401 (k) + Employer Match

• Open PTO + 11 Paid Holidays + 4 Annual Paid Global Wellness Days Off

• STD, LTD & Group Life Insurance

• Paid Parental Leave

• Pet Insurance

• FSA & HSA Options

• Employee Assistance Program

• Remote Work

• Career Advancement & Professional Development Opportunities

• Employee Recognition

• LinkedIn Learning Platform

• Annual bonus eligibility