Director, Financial Planning & Analysis (FinTech/SaaS)

About the role

The Director, Financial Planning & Analysis will lead and serve as the senior finance business partner to our Go-to-Market and functional leadership teams. This is a pivotal role in the evolution of Emburse’s FP&A organization.

Responsibilities

• Serve as the primary senior finance partner to functional business unit leaders, building trusted relationships that make FP&A a thought leader
• Lead the Annual budget and monthly forecast process ensuring alignment with Emburse’s strategic goals while driving B/U accountability for financial results
• Own the revenue and bookings forecast across segments and product lines, partnering with sales leadership to build and maintain driver-based models
• Responsible for Revenue, Expense, and KPI reporting, while articulating business drivers of financial results and variances
• Collaborate cross-functionally across B/U operations to build alignment and credibility of analytical support for financial projections, initiatives, and investments
• Partner with the VP, FP&A and Strategic FP&A function to ensure integration of financial forecasts, analysis, and narratives within consolidated deliverables such as board reporting, long term financial planning, and financial reporting
• Ensure the integrity and analytical depth of financial metrics, working across CRM and billing systems to produce reliable, decision-grade data
• Lead and support transformation initiatives such as creation or enhancement of operating KPIs, automation through AI enablement and adoption, and standardization of reporting cadences
• Establish consistent analytical standards, modeling hygiene, and communication norms across the B/U FP&A function
• Coach and develop a team of four FP&A professionals to build a capable, insight-driven finance function

Requirements

• Bachelor’s degree in finance (MBA preferred) OR equivalent work experience
• 8+ years of progressive FP&A experience, with a track record of increasing responsibility
• 6+ years of experience in a leadership role
• Previous experience with full P&L ownership along with a deep understanding of SaaS Revenue and Expense drivers
• Strong command of GTM framework and metrics
• Ownership of planning and forecasting cycles, including annual budget, monthly forecast, and long-range plan
• Proven ability to build and maintain trusted relationships with senior business unit leaders
• Exceptional communication skills — able to deliver financial narratives to senior leadership that connect the numbers to the business and drive action
• History of building a best-in-class FP&A organization
• Utilization of CRM and billing system data (e.g., Salesforce, NetSuite)
• Able to leverage AI (Claude, ChatGPT, Gemini) to create process efficiencies and automation

Qualifications

• Experience with AI tools to support parts of the hiring process

Skills

• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Proficiency in financial modeling and forecasting tools
• Knowledge of SaaS business models and revenue recognition principles

Benefits

• Hybrid role (3 days a week in our Addison, TX office)
• Competitive compensation package
• Flexible work schedule
• Inclusive, collaborative environment
• Opportunities for professional development and career growth

Pay

TBD

Schedule

Hybrid role (3 days a week in our Addison, TX office)