Finance Director

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

📋 Description

• Oversee the annual operating plan process and quarterly reforecasting cycles.

• Set timelines, coordinate inputs from various departments, consolidate financial models, and present outcomes to executive leadership and the Board.

• Create and sustain monthly and quarterly forecasts for revenue, expenses, cash flow, and headcount.

• Manage enterprise financial reporting processes, which include management dashboards, variance analyses, KPI reporting, and materials ready for the Board.

• Evaluate financial and operational data to recognize trends, performance gaps, and underlying causes.

• Deliver findings and clear recommendations to functional leaders.

• Design, document, and enhance scalable FP&A processes, systems, and controls for an expanding SaaS organization.

• Collaborate with Sales and Sales Operations on bookings performance, pipeline trends, revenue forecasts, sales productivity metrics, and compensation alignment.

• Coordinate with Accounting on both internal and external financial reporting, forecasts, actuals, and US GAAP compliance.

• Create and maintain financial models for pricing adjustments, cost optimization, and investment scenarios.

• Assist with M&A activities through financial modeling, scenario analysis, due diligence, and the integration of financial and operational metrics post-acquisition.

• Provide ad hoc analytical support to executive leadership regarding risks, opportunities, and resource allocation.

• Present financial outcomes and future projections to executive stakeholders.

• Work independently within FP&A priorities and escalate issues or systemic gaps with suggested solutions.

⛳️ Requirements

• Proven experience in Business Unit FP&A or similar financial planning roles in a SaaS or recurring revenue context.

• Strong expertise in financial modeling, forecasting, and variance analysis.

• Advanced skills in Excel.

• Experience in developing presentations suitable for executive audiences.

• Solid grasp of financial statement analysis and corporate finance principles.

• Knowledge of US GAAP fundamentals.

• Experience in preparing management and Board-level reporting packages.

• Ability to manage multiple deadlines, maintain meticulous attention to detail, and ensure data accuracy in a fast-paced setting.

• Excellent written and verbal communication skills, with the capacity to translate financial outcomes into actionable business insights.

• Currently, we are unable to consider candidates requiring current or future sponsorship for employment authorization.

• Preferred: 8+ years of progressive FP&A experience.

• Preferred: Experience in supporting Sales and Go-To-Market teams with bookings and revenue analytics.

• Preferred: Experience in M&A transactions, including financial modeling and post-acquisition integration.

• Preferred: Familiarity with SaaS metrics like ARR, MRR, churn, CAC, LTV, and revenue recognition principles.

• Preferred: Experience with enterprise planning systems such as Adaptive, Anaplan, or similar, along with BI/reporting tools.

• Preferred: CPA, CFA, MBA, or other similar advanced credentials.

🏝️ Benefits

• 15% annual bonus.

• Comprehensive medical, dental, and vision insurance with employer-subsidized premiums.

• Unlimited Flexible Time Off (FTO).

• Paid holidays.

• Dedicated time off for volunteering.

• Bonterra 401(k) plan with a 3% company match.

• Potential incentives and equity as part of the overall rewards package.