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Jobs · Finance · Georgia

Director, Financial Planning & Analysis

M3 · Lawrenceville, GA · 3 wk ago
FinanceFull-time

Description Summary

We are looking for a Director of FP&A to lead M3's financial planning and analysis function and serve as a key driver of business results across the organization, reporting directly to the CFO.

Essential Duties

  • Partner with the CEO, CFO, and executive leadership team to translate business strategy into financial plans, resource allocation decisions, and measurable outcomes

  • Own the annual operating plan and rolling forecast processes, building bottoms-up models that reflect operational reality and drive accountability across the business

  • Serve as the primary finance partner to Sales, Revenue Operations, and Customer Success, bringing financial structure to go-to-market decisions and performance measurement through company KPIs

  • Evaluate new business initiatives, pricing strategies, product investments, and M&A opportunities with clear, well-framed financial analysis

  • Develop and maintain a multi-year financial model that supports board-level and sponsor reporting, scenario planning, and long-range strategic thinking

  • Build and maintain SaaS metrics reporting -- ARR, net retention, churn, CAC/LTV -- with reliable, auditable data sources that the business can trust

  • Lead the monthly reporting process for internal, investor, and lender audiences, delivering variance analysis and narrative commentary that surfaces the right insights at the right level of detail

  • Drive improvements to the FP&A tech stack, including NetSuite, Power BI, and subscription billing data infrastructure, to reduce manual work and increase analytical leverage

  • Own analytical deliverables directly -- building models, preparing analysis, and establishing repeatable frameworks

  • Prepare materials and support investor relations efforts, including quarterly board meetings and Blackstone portfolio reviews

Education/Training/Experience

  • 8+ years of progressive finance experience, including investment banking, corporate finance, or a comparable role within a fast-paced technology or subscription software business

  • Prior exposure to a PE-backed environment strongly preferred

  • Deep fluency in SaaS financial metrics and recurring revenue models

  • Advanced financial modeling skills; ability to build from scratch and stress-test assumptions

  • Experience with NetSuite or a comparable ERP; comfort with BI tools (Power BI, Tableau, or similar)

  • Bachelor's degree in Finance, Accounting, or a related field required; MBA, CPA or CFA a plus

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