Senior Director of Finance

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

📋 Description

• Act as a strategic advisor to the executive team regarding company planning, investment choices, organizational priorities, and growth strategies.

• Serve as a financial business partner to departmental leaders.

• Convert financial and operational data into actionable insights.

• Collaborate with the Head of People & Organizational Effectiveness on workforce and organizational planning.

• Develop business cases, model scenarios, evaluate ROI and risks, and articulate trade-offs.

• Manage annual budgeting, quarterly forecasting, long-term planning, and monthly performance reporting.

• Create financial models and business cases for investments, offerings, organizational changes, headcount planning, and growth strategies.

• Ensure performance accountability against EBITDA, partner incentives, recurring revenue, and other key strategic metrics.

• Identify emerging financial and commercial risks and opportunities.

• Connect financial planning to the overall strategic plan.

• Collaborate with the CEO on board and investor reporting.

• Lead, mentor, and collaborate with the Controller and the broader Finance team.

• Establish operating rhythms, controls, reporting standards, and accountability within the Finance department.

• Ensure the accuracy and timeliness of financial reporting while enhancing Finance operations.

• Oversee financial aspects of the order-to-revenue lifecycle, including deal booking, billing readiness, provisioning coordination, and cross-functional transitions.

• Enhance Finance systems, processes, and automation.

• Manage strategic revenue and commercial analytics encompassing pipeline health, bookings, revenue performance, renewals, retention, and churn.

• Evaluate customer and product segmentation, retention and churn trends, expansion opportunities, and service-line economics.

• Assist in pricing, packaging, and investment decisions through financial modeling.

• Collaborate with Sales leadership on forecasting and pipeline analytics.

⛳️ Requirements

• 7–12+ years of progressive experience in FP&A, strategic finance, or finance leadership roles.

• Experience preferably in a PE-backed, high-growth, or professional services setting.

• Strong financial modeling and analytical skills.

• Capability to independently create and assess multi-year forecasts, investment and ROI models, pricing scenarios, and complex business cases.

• Strategic and commercial mindset that extends beyond the finance function.

• Ability to translate financial performance, operational dynamics, and market opportunities into growth recommendations.

• Exceptional communication skills suitable for executive settings.

• Aptitude for distilling complex financial information into clear insights and recommendations for senior leadership, investors, and board members.

• Proven leadership ability with experience in developing high-performing teams.

• Skill in setting clear expectations and fostering accountability while empowering team members.

• Sound judgment, humility, and self-awareness.

• Strong sense of ownership and a proactive approach.

• Comfortable navigating a growing organization where priorities may shift.

• Experience in professional services, SaaS, construction technology, or channel/partner-based business models is a plus.

• Familiarity with private equity-backed environments and knowledge of investor reporting, value-creation initiatives, and private-equity ownership is a plus.

• Knowledge of Sage Intacct or similar cloud-based financial management systems is a plus.

• Exposure to AI, automation, or technology-driven business transformation is a plus.

• Experience in supporting M&A, due diligence, integration, or strategic acquisitions is a plus.

• A background in quantitative analysis and business strategy through finance, economics, engineering, or another analytically rigorous discipline is a plus.

🏝️ Benefits

• Competitive compensation package.

• Medical, Dental, and Vision coverage available.

• Supplemental insurance options provided.

• 401K Safe Harbor Match offered.

• Paid Military Leave.

• Paid Maternity Leave.

• Generous personal time off policy.

• Twelve Company-paid holidays.

• Flex Friday – one Friday off each month (not deducted from PTO).

• Fully remote work opportunity.

• Quarterly travel for Leadership off-sites.