Director, FP&A

Summary

Join Broadvoice as their Director of Financial Planning & Analysis, leading global strategic financial planning, budgeting, forecasting, and performance analysis. Working closely with the CFO, you will drive data-informed decision-making and ensure financial resources align with company objectives. This role involves managing the annual plan, quarterly forecasts, and multi-year projections, building budgets and financial models, and partnering with business leaders. You will develop and manage KPIs, sales compensation plans, and reporting standardization. The ideal candidate possesses strong financial modeling and data analysis expertise, demonstrated leadership experience, and at least ten years of relevant experience leading global FP&A teams at technology companies.

Requirements

• Candidates should have ten or more years of relevant professional experience leading global FP&A teams at technology companies
• This includes experience working with multiple entities and the impact of foreign exchange rates
• Demonstrated track record of process improvement, and the ability to change the status quo while maintaining trust of business partners
• Exceptional track record of self-motivation, prioritization, initiative, and integrity
• Strong financial modeling and data analysis expertise with the ability to distill insights from complex datasets
• Demonstrated leadership experience, with the ability to build, mentor, and lead a high-performing team
• Proficiency in NetSuite accounting software
• BS degree required

Responsibilities

• Drive the overall financial planning process, including the Annual Plan, quarterly forecasts, and multi-year projections
• Be the leader and subject matter expert on the full P&L to address questions from leadership and the board of directors
• Build and manage bottom-up budgets, profitability by product, profitability by region and other key metrics
• Build multi-scenario financial models, run analyses to inform strategic planning and growth efforts and analyze customer data to inform business improvements
• Deliver accurate forecasting including YTD and full year forecast versus budget by region and by department
• Partner with business leaders across the entire organization to measure performance to Key Metrics
• Act as a contributor and a proactive advisor to leadership, highlighting risk and opportunities related to revenue and expense management leading to optimal investment decisions and outcomes, and provide support for expense modeling and what-if scenario analytics
• Develop and manage KPIs such as bookings, MRR, CAC, CLTV / CAC, cash flow and EBITDA
• Develop and manage sales compensation plans included sales capacity planning
• Manage the standardization for reporting, creation of business performance dashboards, and deployment of new reporting tools and analytics as the company grows and increases in organizational maturity
• Manage the cap table, debt, interest, and cash forecast alongside management of the P&L

Preferred Qualifications

• Software industry experience preferred
• Experience at a Private Equity portfolio company preferred
• Experience with NetSuite Planning a plus
• MBA preferred

Benefits

• Grow Your Career
• Enjoy Flexibility
• Community & Culture
• Make an Impact