Jobs · Finance

Director, FP&A

Swooped · United States · Yesterday
RemoteRemoteFinance$155k–$235k/yrFull-time

About the Opportunity

The organization is seeking a strategic and analytically rigorous Director of FP&A to support the General & Administrative function. In this high-impact role, the individual will serve as the primary finance business partner to G&A leaders — including HR, Legal, IT, and Finance — providing the financial insight, modeling, and planning discipline needed to effectively deploy resources, control costs, and enable scale. The organization is pioneering a new era of Customer Experience Automation (CXA), redefining how the world's most admired brands interact with their customers through AI. A global team of courageous innovators is customer-obsessed, building AI-first solutions that put empathy, trust, and transparency at the center of every interaction. An inclusive culture is fostered where diverse perspectives drive success and every voice belongs. Combining the stability of a global leader with the agility of a disruptor, individuals are empowered with the autonomy to drive meaningful impact, while giving back to the communities and environment around them. The organization has been recognized as a Leader in the Gartner® Magic Quadrant™ for Contact Center as a Service (CCaaS) and in the G2 Overall Grid® Reports for AI Agents and Contact Center. With seven consecutive years on the Forbes Cloud 100 and multiple AI Breakthrough awards, there has never been a more exciting time to join as the future of customer experience automation is shaped.

Key Responsibilities

  • Lead G&A Planning and business partnership (HR/IT/Legal/Finance)
  • Lead consolidation (deliverable setting and tracking) and baseline reporting partnering (including decks) with GTM and P&E FP&A leads
  • Initially support System Admin (Adaptive) and ensuring data and process flows work properly for G&A and peers on other functions - Expenses and HC. Near term explore how to extract intelligence out of SFDC, NS and other sources, organize, centralize and disseminate across FP&A and related partners with aid of tools like SnowFlake/PowerBI and/or others (including AI tools)
  • Centralize and Manage Business and Data KPIs that support BOD and external requirements
  • Partner with Collections and AP teams to forecast near term Cash/BS and manage BS/CF long term modeling

Required Qualifications

  • 8+ years of progressive FP&A or finance business partner experience, with at least 3 years in a leadership or director-level role
  • Prior experience supporting G&A functions (HR, Legal, Finance, IT) in a high-growth SaaS or technology company preferred
  • Exceptional financial modeling skills with deep proficiency in Excel/Google Sheets; experience with Workday Adaptive Planning, NetSuite, or comparable EPM/ERP tools strongly preferred
  • Strong business partnership skills — the ability to translate financial complexity into strategic guidance that non-finance audiences can act on
  • Demonstrated ability to manage multiple stakeholders and competing priorities in a fast-paced, evolving environment
  • High degree of intellectual curiosity and a bias for data-driven decision-making
  • Experience leading and developing FP&A analysts or associates
  • Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or CPA a plus

Preferred Qualifications

  • Thrives in ambiguity and brings structure to complex, cross-functional problems
  • Balances analytical depth with the ability to communicate at the executive level
  • Has a point of view on the business and isn't afraid to push back constructively on assumptions
  • Treats G&A partners as customers — and holds oneself accountable to their success

Compensation and Benefits

  • Competitive base salary with annual bonus eligibility
  • Equity participation in a high-growth, category-defining company
  • Comprehensive health, dental, and vision coverage
  • Flexible work environment with remote and hybrid options
  • Career development resources, including access to LinkedIn Learning and internal mobility pathways
  • A people-first culture built on inclusion, psychological safety, and shared accountability

Pay Range

Base Pay: $155,000 - $235,000. Based on level and role the employee may be eligible for long term incentives in the form of equity and short term incentives of either bonus or commission.

Health Insurance

Medical, Dental, Vision, Life and Disability Insurance, Employee Assistance Program (EAP).

Retirement Benefits

401(k) plan

Paid Time Off

The organization offers an uncapped paid time off program for exempt employees and an accrual-based program for non-exempt employees; both are subject to manager approval and consistent with business needs.

Paid Holidays

The organization offers 14 paid holidays each year.

Paid Sick Leave

Exempt employees have uncapped paid time off and non-exempt sick leave follows accrual standards; both are subject to manager approval and consistent with business needs.

Work Environment and Physical Requirements

Primarily office-environment work, extended periods of sitting or standing, computer-based work. Limited lifting, and equipment usage limited to computer-related equipment (keyboards, mouse, etc.)

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