Senior Director, Financial Planning & Analysis

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

📋 Description

• Provide guidance to the CFO and executive team regarding financial performance, business strategy, investments, and enhancements in profitability.

• Oversee financial modeling and scenario analysis for growth initiatives, pricing strategies, organizational adjustments, and investments.

• Generate executive insights and actionable recommendations.

• Assess performance relative to strategic goals and pinpoint areas for operational and financial enhancements.

• Own the annual operating plan, long-term planning, and rolling forecasts.

• Facilitate monthly and quarterly business assessments, variance analysis, and performance reporting.

• Set financial objectives and accountability measures in collaboration with business leaders.

• Maintain and enhance models related to revenue, ARR, bookings, headcount, expenses, cash flow, and profitability.

• Prepare materials for board meetings, investor presentations, lender reports, and executive financial communications.

• Assist in fundraising, refinancing, M&A, and strategic transactions.

• Establish SaaS KPI and management reporting frameworks.

• Collaborate with the Accounting team on operational reporting, financial outcomes, controls, governance, data integrity, and period-end analytics.

• Report on SaaS metrics including ARR, bookings, revenue growth, retention, expansion, CAC, payback, EBITDA, and operating leverage.

• Lead finance automation initiatives utilizing AI, analytics, and modern finance technologies.

• Enhance forecasting accuracy, planning efficiency, and management reporting.

• Lead and mentor a small finance team, fostering coaching, mentorship, and career growth.

⛳️ Requirements

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

• Over 10 years of progressive finance experience, including FP&A and leadership in strategic finance.

• Proven experience supporting executive leadership, boards of directors, and senior stakeholders.

• Strong skills in financial modeling, forecasting, budgeting, and analysis.

• Ability to convey complex financial concepts to non-financial audiences.

• Experience in software, SaaS, technology, or recurring revenue business models.

• Advanced proficiency in Excel and financial systems.

• Must be legally authorized to work in the United States.

• Preferred qualifications: MBA and/or CPA.

• Preferred experience in private equity-backed organizations.

• Preferred background in supporting M&A, fundraising, debt financing, or strategic transactions.

• Preferred expertise with Workday Adaptive, NetSuite, Salesforce, or similar planning platforms.

• Preferred experience in implementing finance automation, AI-driven workflows, and data visualization tools.

🏝️ Benefits

• Comprehensive medical, dental, and vision insurance plans.

• 401(k) plan with employer matching contributions.

• Flexible Paid Time Off (FTO) policy.

• Volunteer Time Off (VTO) — two days off per calendar year to volunteer.

• 5-year Service Milestone Sabbatical.

• Paid parental leave.

• Generous employee referral bonus program.

• Pet insurance coverage.

• Headquarters office kitchen stocked with rotating snacks and beverages.

• Catered lunch provided every Thursday.

• Regular virtual company-wide events, including cooking classes, yoga, meditation, and more.

• Opportunities for learning and professional development.