Senior Director of Strategic Finance

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

📋 Description

• Oversee the financial planning and analysis functions of the company, which includes managing annual budgets, quarterly forecasts, scenario modeling, and long-range strategic plans.

• Create and deliver board-ready financial presentations, KPI dashboards, and investor narratives that effectively translate operational performance into strategic insights.

• Direct capital allocation decisions, assess investment opportunities, and formulate financial frameworks for pricing, packaging, and market expansion.

• Collaborate with department leaders in Sales, Product, Engineering, and Customer Success to promote data-driven resource allocation and enhance operational efficiency.

• Establish and uphold frameworks to measure the financial impact and ROI of AI initiatives, ensuring that AI investments link to measurable improvements in retention, efficiency, and revenue growth.

• Provide advice on capital allocation, commercial trade-offs, and strategic investments aimed at maximizing business impact.

• Conduct build-vs-buy analyses for new capabilities, offering robust financial and strategic frameworks to determine whether PerformYard should develop in-house, partner, or acquire.

• Identify and assess M&A and strategic investment opportunities, performing due diligence, financial modeling, and integration planning to facilitate inorganic growth.

• Source, negotiate, and finalize partnership agreements with HRIS, payroll, and complementary HR technology providers to enhance PerformYard’s integration footprint and distribution reach.

• Set partnership KPIs and develop reporting frameworks to evaluate ROI, partner engagement, and contributions to overall revenue goals.

• Represent PerformYard in external engagements with investors, partners, and industry stakeholders.

• Lead exit planning and readiness efforts, including preparing and maintaining data rooms, developing investor materials, and coordinating due diligence activities.

• Initiate enterprise value creation projects focused on improving net revenue retention, accelerating ARR growth, and enhancing unit economics.

• Create and monitor value creation dashboards that link operational metrics to enterprise valuation drivers, ensuring the leadership team has clear visibility of value inflection points.

• Quantify and articulate the enterprise value impact of AI-enabled features, including their contributions to retention, ARPU expansion, and competitive differentiation.

• Collaborate with the VP of Finance to ensure that financial reporting, controls, and data integrity align with the standards required for institutional investors and potential acquirers.

• Financial Performance: Ensure budget accuracy, forecast reliability, capital efficiency, and adherence to the Rule of 40 progression.

• Enterprise Value: Focus on improving net revenue retention, accelerating ARR growth, and achieving exit readiness milestones.

• AI Value Realization: Measure the ROI of AI initiatives across retention, ARPU, and operational efficiency.

• Ecosystem Expansion: Assess the number and quality of active partnerships, integration adoption rates, and co-sell win rates.

⛳️ Requirements

• A minimum of 10 years of progressive experience in strategic finance, corporate development, investment banking, or management consulting, with significant experience in B2B SaaS.

• Proven track record in building and scaling partnership programs, whether through channel, technology, or strategic alliances.

• Strong understanding of SaaS financial metrics (ARR, NDR, CAC/LTV, Rule of 40) and a demonstrated ability to convert financial data into actionable strategic insights.

• Proven success in collaborating with executive teams and Boards to align financial strategies with business objectives and enhance enterprise value.

• Experience in leading build-vs-buy assessments and M&A due diligence, including financial modeling, valuation, and post-acquisition integration planning.

• Familiarity with exit planning processes, including preparing data rooms, managing investor due diligence, and implementing enterprise value optimization strategies.

• Experience in developing frameworks to assess the financial impact of AI and technology investments on business performance.

• Data-driven leader with the ability to align financial and partnership investments with ROI and value creation.

🏝️ Benefits

• In addition to your compensation package, we offer medical, dental, and vision health insurance benefits with an HSA plan, disability insurance, a 401k plan, generous PTO, paid holidays, and additional benefits.