Director FP&A

About the role

This leader is responsible for directing the division’s annual operating plan, long-range strategic plan, and rolling forecasts across a $100M+ software and professional services portfolio. The role partners closely with executive leadership to translate business strategy into financial outcomes while delivering actionable insights that improve revenue growth, recurring revenue performance, margin expansion, capital allocation, and operating efficiency.

Responsibilities

• Serve as the primary finance business partner to the Division President and senior leadership team, providing strategic guidance on business performance, investments, pricing, resource allocation, acquisitions, and long-term growth initiatives.
• Develop sophisticated financial models and business cases supporting product investments, M&A opportunities, pricing strategies, organizational changes, capital allocation, and strategic initiatives.
• Provide scenario planning, sensitivity analysis, predictive modeling, and risk assessments to support executive decision-making.
• Champion financial discipline and data-driven decision-making throughout the organization.
• Lead the annual operating plan, quarterly forecasts, monthly outlooks, and multi-year strategic planning processes for a $100M+ software and professional services business.
• Establish planning assumptions, governance, deliverables, and internal timelines while ensuring compliance with Corporate FP&A deadlines.
• Drive forecast accuracy through continuous evaluation of business performance, market trends, customer behavior, and operational drivers.
• Partner with Corporate FP&A to support enterprise planning initiatives and executive financial reporting.
• Partner closely with Sales leadership to evaluate pipeline health, bookings, renewals, customer expansion, churn, pricing strategies, and revenue forecasts.
• Forecast software revenue in accordance with ASC 606 while managing key assumptions including SaaS growth, on-premise to SaaS migrations, customer expansion, customer churn, revenue contraction, and implementation timing.
• Monitor and analyze recurring revenue metrics including Annual Recurring Revenue (ARR), Net Revenue Retention (NRR), Customer Lifetime Value (LTV), Customer Acquisition Cost (CAC), Gross Revenue Retention (GRR), and Average Revenue Per User (ARPU).
• Partner with Professional Services leadership to optimize project profitability through analysis of backlog, utilization, billable hours, revenue per consultant, delivery margins, resource capacity, and project profitability.
• Lead the preparation of executive financial reporting packages for Division leadership, Executive Management, and Corporate Finance.
• Develop executive dashboards using enterprise business intelligence tools (Power BI, Tableau, or similar) that provide real-time visibility into financial and operational performance.
• Presentation of financial performance, strategic recommendations, and key business insights to executive leadership with confidence and credibility.

Key Performance Indicators

• Annual Recurring Revenue (ARR)
• Net Revenue Retention (NRR)
• Bookings
• Revenue
• Gross Margin
• Operating Income
• Operating Expenses
• EBITDA
• Headcount
• Capital Expenditures
• Customer Churn
• SaaS Growth
• Professional Services Utilization
• Revenue per Consultant
• Backlog
• Cash Flow Drivers

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field
• 10+ years of progressive FP&A experience, including leadership responsibility within a public company or enterprise software organization
• Experience supporting a $100M+ business with multiple revenue streams, including SaaS and professional services
• Strong understanding of SaaS business models, recurring revenue economics, and ASC 606 revenue recognition
• Demonstrated experience partnering directly with executive leadership to influence strategic business decisions
• Advanced expertise in financial modeling, forecasting, budgeting, scenario analysis, and business case development
• Experience developing executive dashboards and business intelligence reporting using Power BI, Tableau, or similar analytics platforms
• Experience leading finance transformation initiatives, including planning automation, forecasting improvements, and process optimization
• Strong understanding of enterprise ERP and planning systems (Oracle, Workday Adaptive Planning, Hyperion, Anaplan, SAP, or similar)
• Proven ability to build, lead, and develop high-performing finance teams
• Exceptional executive communication, presentation, and relationship-building skills
• Ability to travel up to 10%

Preferred Qualifications

• MBA and/or CPA
• Public company experience
• Experience supporting both SaaS and professional services organizations
• Experience with AI-enabled forecasting, predictive analytics, and advanced planning technologies
• Experience evaluating capital allocation, investment prioritization, acquisitions, and strategic growth initiatives