Director, Financial Planning and Analysis (FP&A)

Key Duties & Responsibilities

• Take ownership of the core financial model and drive the business's planning agenda, cadence, and financial metrics

• Lead P&L reporting and forecasting processes (monthly, quarterly, annual, and long-range plans) with a high degree of accuracy and transparency

• Lead & manage cash flow, budget & scenario planning

• Develop annual budget, costing, planning, budgeting, forecasting, and actuals vs. budget/forecast reporting and analysis

• Collaborate with leaders across the company to recap budget vs. actuals and provide department-specific insights/reporting

• Collaborate with the CFO and executive team to develop and execute the company's financial strategy. Continuously assess and adjust the financial strategy to align with market conditions and business objectives

• Act as a critical liaison between the finance department and other functional areas, ensuring that financial goals and objectives are understood and integrated into departmental plans and initiatives

• Support our month and quarter close activities, including financial reporting, budget vs. actuals analysis, commission/bonus calculations, SaaS KPIs, board reporting, etc

• Prepare and present financial reports, variance analyses, and insights to senior leadership and stakeholders. Ensure that financial information is communicated effectively to support informed decision-making at all levels

• Prepare in-depth analyses of company performance, including identifying critical KPIs and SaaS metrics

• Conduct ad-hoc financial analysis and scenario modeling as needed to support decision-making. Provide analytical support for special projects and initiatives, offering data-driven insights and recommendations

• Lead preparation of quarterly presentations for the Board of Directors

• Prepare monthly and quarterly investor and lender compliance reports

• Collaborate with cross-functional teams to evaluate strategic initiatives, investments, and potential M&A activities. Conduct comprehensive financial due diligence to assess the financial viability of such ventures.

Minimum Qualifications

• 7+ years of FP&A experience with an emphasis on forecasting, financial analysis, and modeling 

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

• CPA/MBA/CFA is preferred

• Prior experience having worked for a private equity-backed firm is preferred.

• Netsuite experience is mandatory.

• Extensive experience in financial planning and analysis, with a preference for SaaS or technology industry exposure.

• Proficient in financial modeling, forecasting, and data analysis

• Strong communication skills and attention to detail

• Advanced proficiency in Excel, PowerPoint, and financial software (Netsuite experience is mandatory) 

• Strategic mindset with a focus on continuous improvement.

• Ability to thrive in a remote work environment, balancing independent tasks with collaborative teamwork

• Demonstrated ability to partner with Executives in Sales, Marketing, Product, and Data Science

• Demonstrated ability to lead organizations through ambiguity

• Demonstrated bias toward action

• Excellent written and oral communication and presentation skills

• The highest standard of professionalism, ethics, and kindness