Director, Financial Planning and Analysis (FP&A)

Catalis is a leading government Software as a Service (SaaS) and integrated payments provider, powering a wide range of municipal, county, state, and federal operations. Backed by world‑class private‑equity investors PSG and TPG, Catalis builds innovative solutions that streamline processes, enhance efficiency, and improve the delivery of government services to the public.

Responsibilities

• Long‑Term Financial Modeling
  • Build, own, and continuously refine Catalis’s 3–5‑year financial model, integrating revenue drivers, cost structure, headcount, capital plans, and M&A scenarios.
  • Translate strategic and operating plans into financial projections for board, investor, and lender reporting.
  • Stress‑test the model against alternative growth, pricing, and M&A scenarios to inform executive decision‑making.
• Bookings‑to‑ARR Waterfall
  • Build and maintain a waterfall model that tracks how new bookings convert into recognized ARR over time, based on implementation timelines, go‑live schedules, ramp assumptions, churn, and upsell/cross‑sell activity.
  • Partner with Revenue Operations, Sales Ops, and Implementation/Delivery teams to keep underlying assumptions (sales cycle length, time‑to‑go‑live, retention) current and defensible.
  • Use the waterfall to reconcile bookings targets with ARR and revenue targets, and explain variances to leadership.
• Business Partnership
  • Build strong working relationships with leaders across Catalis’s verticals (Payments, Tax & CAMA, Courts & Land Records, Public Works, Citizen Engagement, etc.) as an embedded finance partner.
  • Support vertical leaders with P&L management, forecasting, budget‑to‑actual analysis, and business case development for new investments.
  • Partner closely with Sales Operations on pipeline reviews, quota setting, bookings forecasting, sales compensation design, and rep productivity analysis.
• Planning, Reporting & Analysis
  • Lead the annual budgeting process and recurring reforecast cycles across the consolidated business and individual verticals.
  • Own monthly and quarterly reporting packages, board materials, and variance analysis (bookings, ARR, revenue, margin, and cash).
  • Develop and maintain SaaS/recurring‑revenue KPIs (NRR, GRR, CAC, LTV, rule‑of‑40, magic number, etc.) and ensure consistent definitions across the business.
• M&A & Special Projects
  • Support financial diligence and integration modeling for acquisitions, consistent with Catalis’s active M&A strategy.
  • Lead or contribute to ad‑hoc strategic and financial analyses for the executive team and investors.

Requirements

Required Qualifications

• 7+ years of progressive FP&A, corporate finance, or investment banking/private‑equity experience.
• Demonstrated experience owning long‑term financial models and translating bookings/pipeline data into ARR and revenue forecasts.
• SaaS and/or PE‑backed company experience.
• Deep fluency in SaaS metrics and unit economics (ARR, NRR/GRR, CAC/LTV, bookings vs. revenue timing).
• Advanced Excel/financial modeling skills.
• Strong executive presence and communication skills, with a track record of influencing non‑finance stakeholders such as sales and vertical leaders.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.

Preferred Qualifications

• Experience supporting multiple business units, verticals, or product lines simultaneously.
• Experience with FP&A or BI tools (e.g., Adaptive Insights, Anaplan, Power BI, Looker).
• Experience with M&A modeling or integration, given Catalis’s acquisitive growth strategy.
• MBA or CFA designation.

Benefits

• Competitive salary and benefits package, including health, dental, and vision insurance.
• Unlimited PTO (paid time off).
• HSA and FSA options.
• 401(k) plan with matching contributions.
• Paid parental leave.
• ABLE matching contributions for the disability community.
• Employer‑paid short‑term and long‑term disability insurance and group term life insurance.
• Financial and legal assistance through an Employee Assistance Program (EAP).
• Opportunities for personal development and career advancement with free access to unlimited courses via Udemy.
• The chance to make a significant impact on the delivery of government services and the lives of citizens.

We are an equal‑opportunity employer and value diversity. All candidates will be considered based on qualifications, merit, and business needs without regard to race, color, religion, national origin, age, non‑qualifying mental or physical disability, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, veteran status, or any other characteristic protected by applicable law.