Director, Financial Planning & Analysis

About the role

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. The ideal candidate is a hands-on operator who partners with the executive leadership team to create financial and operational visibility, sharpen decision-making, drive results, and present findings to senior leadership or a PE sponsor.

Responsibilities

• 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.

Requirements

• 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.