Finance Director

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

📋 Description

• Act as the primary FP&A business partner for Fund Administration and Customer Success, fostering strong relationships with department leaders and their teams.

• Offer proactive financial insights and guidance to senior leaders, aiding them in comprehending cost drivers, headcount trends, and performance metrics against targets.

• Convert intricate financial data into straightforward, actionable narratives that support strategic choices related to hiring, vendor expenditures, tooling, and operational investments.

• Collaborate with department leaders on headcount planning, which includes scenario modeling for team growth, restructuring, and role modifications throughout the year.

• Lead the annual budgeting process for Fund Administration and Customer Success by working with department leaders to create comprehensive plans aligned with company objectives.

• Manage monthly forecast updates for your departments, integrating actual results, business context, and revised assumptions to provide the most accurate view of the business.

• Ensure precise headcount forecasts for your departments.

• Oversee OpEx planning across both departments.

• Direct the monthly Budget vs. Actual process for each department, utilizing Pigment to highlight variances and providing clear trend commentary and insights to senior leadership.

• Review and confirm actuals monthly in collaboration with the Accounting team.

• Investigate significant variances to understand the underlying causes, translate findings into clear business implications for department leaders, and work together on corrective measures.

• Contribute to company-wide GAAP revenue forecasting, focusing on modeling customer-level revenue, retention, expansion, and churn dynamics.

⛳️ Requirements

• Over 10 years of progressive FP&A experience, with at least 5 years in a business partner role.

• Background in a Fund Administration business or within a high-growth SaaS or FinTech environment.

• Extensive knowledge in budgeting, forecasting, headcount planning, and variance analysis.

• Strong financial modeling capabilities, including scenario analysis, sensitivity analysis, and cohort-based revenue modeling.

• Comprehensive understanding of SaaS metrics such as ARR, NRR, GRR, CAC, LTV, payback period, gross margin, and contribution margin.

• Experience collaborating directly with department leaders outside of Finance (e.g., Operations, Customer Success, GTM) and influencing decisions through data and analysis.

• Advanced proficiency in Excel or Google Sheets.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.

🏝️ Benefits

• Health, dental, and vision care for you and your family.

• Life insurance coverage.

• Mental wellness support.

• Assistance with fertility and family growth.

• Flex Time Off along with company-paid holidays.

• Paid family leave, medical leave, and bereavement leave policies.

• Retirement savings plans.

• An allowance to tailor your work and technology setup at home.

• Annual professional development stipend.