Director Of FP&A

Summary

Join Finvisor, a full-service firm supporting high-growth startups, as their Director of Financial Planning & Analysis. You will play a pivotal role in the firm's evolution, providing internal financial leadership and acting as a fractional CFO for select clients. Responsibilities include developing long-term financial strategies, delivering financial forecasts, preparing reports for management and investors, and leading a team of 3-6 FP&A professionals. This role requires extensive experience in FP&A, preferably within a fast-growing tech company, strong leadership skills, and proficiency in financial modeling and analysis. You will work closely with executive leadership, founders, and other stakeholders. Finvisor offers a positive work environment with perks and benefits.

Requirements

• 10-12+ years of relevant experience in finance, management consulting, corporate strategy, or a similar environment, showcasing expertise in FP&A and project management
• Bachelor's degree in finance, accounting, or a related business field
• Robust experience in FP&A, preferably within a rapidly growing SaaS/FinTech or other startup organization
• Comfortable handling multiple client deadlines & requests, and collaborating with internal Finvisor team members and client stakeholders
• Demonstrated expertise in establishing and nurturing day-to-day interactions with Founders, showcasing the ability to build strong rapport and collaborate effectively with key stakeholders
• Proficiency in drivers-based financial statement modeling for SaaS & Retail P&L, Balance Sheet, and Cash Flow
• High emotional intelligence, demonstrating an ability to elevate team performance effectively
• Expertise in spreadsheet manipulation and presentation development, comfortable with analyzing extensive datasets
• Strong business partnering skills, fostering senior-level relationships and cross-functional collaboration. Ability to act as a trusted liaison between product and finance leadership, both internally and externally
• Proven financial modeling skills, adept at understanding trends, deriving insights, and translating them into impactful strategies
• Excellent oral and written communication skills, with a track record of effective collaboration with technical, business, and operations teams
• Advanced proficiency in Excel/Google Sheets

Responsibilities

• Work closely with Finvisor's executive leadership, including the CEO and department Directors, as well as the supported VC-backed companies and founders
• Provide analytical insights to enhance strategic decision-making throughout the organization
• Develop a holistic, long-term financial strategy aligned with the company's growth, profitability, and cash flow goals
• Deliver precise and timely quarterly financial forecasts to executives and investors, offering insights that drive informed decisions
• Prepare & present comprehensive reporting and analyses for management and Board(s) of Directors, encompassing annual and quarterly financial reviews, board materials, investor reporting, and regular business reviews
• Spearhead initiatives internally and for clients, aimed at continuous enhancement, automation, and scalability of forecasting and reporting tools, processes, and methodologies
• Grow and effectively lead a thriving Corporate FP&A team within Finvisor, including a team of 3-6, and help guide the next strategic steps in the growth of this division
• Direct and coordinate overall FP&A activities with an in-depth understanding of all enterprise financial and economic drivers
• Proactively optimize performance analytics linking key enterprise processes to financial outcomes, such as sales cycle impact on revenue, functional drivers influencing resource requirements and utilization, marketing ROI, and customer profitability
• Develop compelling presentation content for Finvisor and for clients that narrates the company’s financial performance and key business drivers in alignment with strategic objectives
• Provide effective leadership to a remote finance team, ensuring top talent acquisition, retention, development, and mentorship

Preferred Qualifications

• Master’s degree
• VC-backed company experience
• Experience with systems like NetSuite, Salesforce, and Adaptive Planning
• Additional experience in FP&A software, database query skills, and handling large datasets

Benefits

• Open vacation policy
• Simple IRA we contribute to