Director of Financial Planning and Analysis

Summary

Join a high-growth SaaS company as the Director of Financial Planning and Analysis (FP&A), leading financial planning, forecasting, budgeting, and strategic analysis. This remote role (Eastern or Central time zone) requires collaboration with leadership teams to ensure financial alignment with business objectives. You will integrate Business Intelligence (BI) into financial planning and reporting, leveraging data analytics to drive business insights. Responsibilities include developing annual budgets, long-range financial plans, and rolling forecasts. The ideal candidate will have strong SaaS experience, a related Bachelor's degree (MBA or CPA preferred), and 8+ years of progressive experience in financial planning and analysis, with at least 3 years in a leadership role. Competitive salary and benefits are offered, along with professional development opportunities.

Requirements

• SaaS experience mandatory
• Strong understanding of SaaS financial metrics and business models
• Bachelor's degree in Finance, Accounting, Economics, Business Intelligence, or a related field; MBA or CPA preferred
• 8+ years of progressive experience in financial planning, analysis, and business intelligence, with at least 3 years in a leadership role
• Proficiency in financial software (e.g., Excel, Snowflake, Tableau, or similar tools)
• Experience working with ERP systems such as Certinia ERP & NetSuite
• Expertise in BI tools such as Power BI, Tableau, Looker, or Snowflake
• Strong data analysis, financial modeling, and forecasting skills
• Experience in creating and managing Tableau reports and dashboards
• Excellent communication and presentation skills, with the ability to translate complex financial data into actionable insights
• Ability to work in a fast-paced, dynamic environment and manage multiple priorities
• High level of integrity, attention to detail, and strategic thinking

Responsibilities

• Analyze financial and operational data, generating reports that provide actionable insights for business strategy and decision-making
• Lead the development of annual budgets, long-range financial plans, and rolling forecasts, ensuring alignment with company goals
• Develop and deliver financial reports, dashboards, and key performance metrics tailored to SaaS business models
• Utilize financial models to evaluate business performance, assess potential risks and opportunities, and enhance strategic decision-making
• Analyze and report on key SaaS metrics such as ARR, MRR, LTV, CAC, churn rate, and customer expansion trends
• Implement and enhance BI tools (e.g., Tableau, Snowflake) to improve financial reporting, trend analysis, and data-driven decision-making
• Develop and maintain Tableau dashboards and reports to visualize financial performance and operational KPIs
• Conduct variance analysis, identifying key drivers of financial performance deviations and recommending corrective actions
• Evaluate investment opportunities, conduct ROI analysis, and optimize capital allocation
• Prepare presentations and reports for executive leadership and board meetings, including the quarterly Board of Directors presentation
• Leverage BI tools such as Power BI, Tableau, Looker, and Snowflake to analyze financial data and generate actionable insights
• Identify opportunities to enhance efficiency and accuracy in financial planning, forecasting, and reporting processes

Preferred Qualifications

• Experience working for a venture capital or private equity-backed company preferred
• Payments industry experience a plus

Benefits

• Competitive salary and benefits package
• Professional development and career growth opportunities