Director, FP&A

Key Responsibilities

• Lead the annual budgeting, quarterly re-forecasting, and long-range planning cycles.
• Prepare comprehensive financial packages, narratives, and forecast updates for the Board of Directors (BOD) and executive leadership.
• Own and refine complex revenue models, pipeline conversion assumptions, and scenario planning.
• Partner with business unit leaders to align top-line targets with operational capacity.
• Spearhead the ongoing implementation, administration, and optimization of our financial planning software (Drivetrain) to automate workflows, streamline data inputs, and enhance reporting capabilities.
• Oversee the delivery of quarterly metrics reporting and routine Business Review packages.
• Ensure data integrity during month-end/quarter-end close processes in partnership with the Accounting team.
• Act as a trusted financial advisor to department heads, helping them understand their budgets, track variances, and make ROI-driven decisions.

Minimum Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or other quantitative field.
• 8+ years of progressive experience in corporate finance, FP&A, or investment banking, with at least 2+ years in a management or leadership capacity.
• Demonstrated experience preparing and presenting Board-level financial materials and executive dashboards.
• Advanced financial modeling skills with a deep understanding of full three-statement financial modeling, revenue forecasting, and unit economics.
• Hands-on experience administering and building models within modern Corporate Performance Management (CPM) tools (e.g., Anaplan, Pigment, Drivetrain, or similar).
• Exceptional communication and translation skills; ability to distill complex financial data into clear, actionable narratives for non-financial stakeholders.

Preferred Qualifications

• MBA degree from an accredited institution
• CPA designation
• Proven track record of successfully leading a financial software implementation or transition from end to end.
• Experience operating in a fast-paced, high-growth environment with a strong ability to manage through ambiguity and shifting priorities.
• Deep expertise in data query logic, dashboard creation, and BI tools.