Senior Director of Financial Planning and Analysis

Summary

Join Universal Audio, a leader in recording and audio technology, as a Senior Director of FP&A! This dual role involves managing the FP&A team, mentoring team members, and raising the standard of business analysis, while also contributing individually to support the growth of the Software business. You will shape and drive the financial strategy, providing actionable insights through financial modeling, forecasting, and performance tracking. The ideal candidate possesses a strong analytical background, excellent modeling skills, and a proven track record in high-growth, data-driven businesses. This position offers a competitive salary and benefits package. Location is flexible, with options for remote, hybrid, or onsite work in Scotts Valley, CA.

Requirements

• Experience in leading and managing FP&A teams
• Expertise in SaaS metrics and product-led growth models
• Strong proficiency in Excel and financial modeling; experience with BI tools (e.g., Tableau, Power BI)
• Proven ability to work cross-functionally with Product, Marketing, and Leadership teams
• Experience conducting price sensitivity analysis and working with growth/performance marketing data
• Excellent analytical, problem-solving, and communication skills
• Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment
• Bachelor’s degree in finance, economics, business, or a related field or equivalent work experience
• 5+ years of experience in FP&A, financial analysis, or similar roles, with a focus on SaaS or software B2C businesses

Responsibilities

• Develop and execute long-term financial strategies aligned with overall business objectives
• Lead the annual planning process
• Create and maintain complex financial models for scenario analysis and decision support
• Oversee the preparation of monthly, quarterly, and annual financial forecasts
• Conduct variance analysis to identify key performance drivers and areas for improvement
• Analyze financial data to identify trends, opportunities, and risks
• Manage the forecasting process, including regular updates and adjustments based on market conditions
• Develop detailed budgets for business segments and functions
• Monitor performance against budget and forecast, providing insights to management
• Lead and mentor the FP&A team
• Develop and implement training programs to enhance team capabilities
• Foster a culture of data-driven decision making within the FP&A team
• Partner with other departments to understand business drivers and align financial plans
• Provide financial expertise to support strategic initiatives and investment decisions
• Build and maintain financial models to forecast subscription growth, revenue, customer acquisition costs, lifetime value, and churn
• Develop and monitor KPIs for SaaS performance, including MRR/ARR, net retention rate, and cohort analysis
• Partner with data team to develop automated reports to help instrument the Software business
• Establish and maintain a cost analysis framework for enhancing software margins
• Evaluate the impact of royalty structures and associated costs on current software margins
• Pinpoint specific cost elements and royalty terms that influence profitability
• Make recommendations and insights to product and commercial teams to improve profitability
• Partner with Product & digital teams to analyze customer behaviors, free-to-paid conversion rates, and usage metrics
• Provide financial insights to support decision-making on feature prioritization and product launches
• Analyze market research and perform data-driven analysis to determine optimal pricing strategies for software products
• Assess the financial impact of pricing changes on growth, retention, and profitability
• Analyze pricing promotions and subscription tiers to ensure alignment with revenue goals
• Collaborate with Marketing teams to evaluate ROI on campaigns, acquisition channels, and promotions
• Analyze performance data and provide insights to refine customer acquisition and retention strategies
• Provide financial analysis on growth and performance marketing efforts tied to customer acquisition cost efficiency
• Create scenario models to evaluate the financial impact of growth initiatives, market shifts, or new product launches
• Partner with leadership to align financial goals with strategic objectives
• Collaborate with Finance and Product teams to ensure alignment between financial forecasts and product strategies
• Collaborate with Product and Engineering teams to assess the financial impact of development initiatives on subscription and perpetual software revenue
• Build models to estimate the ROI of new features, product enhancements, and software updates
• Track and report on the realized financial outcomes of launched features compared to pre-development forecasts
• Identify opportunities to optimize investment and resource allocation for development efforts to maximize ROI
• Support the budgeting process for the software business unit, ensuring alignment with overall company goals
• Provide ongoing variance analysis and actionable recommendations to meet or exceed targets
• Develop and maintain accurate revenue and expense forecasts for subscription and perpetual software sales

Preferred Qualifications

An MBA or CFA

Benefits

• Profit sharing
• Medical/Dental/Vision
• 401K Safe Harbor Contribution
• Stock Options
• Flexible time-off (PTO/Sick Leave/Company Holiday Time-off)