Director FP&A, Operations and Value Creation

Responsibilities

• Gross Margin & Cost Efficiency Ownership
• Ensure accurate forecasting of Cost of Sales GL accounts
• Partner with Operations organization to develop analytical models providing data-driven guidance on cloud infrastructure spend
• Partner with Care organization to develop and utilize support and onboarding models tied to customer and revenue growth
• Partner with Operations, Care, and Product to identify cost drivers, implement structural improvements, and improve gross margin.
• Translate financial insights into operational changes with measurable impact
• Develop and maintain capital expenditure budgets in collaboration with Operations organization
• Partner with Operations on infrastructure strategy, capacity planning, and capital allocation
• Evaluate ROI of technology investments and vendor decisions
• Identify cross-functional inefficiencies and lead initiatives to streamline workflows and reduce friction
• Establish KPIs and tracking mechanisms to measure operational effectiveness
• Identify opportunities to leverage AI and automation to reduce cost and improve productivity
• Drive adoption and full utilization of the Drivetrain FP&A platform to improve forecast accuracy, reporting automation, and operational visibility
• Standardize planning cadences, reporting packages, and KPI reviews across departments to improve accountability and decision-making
• Improve integration of operational metrics, headcount planning, bookings, and revenue forecasting into financial planning processes
• Reduce reliance on manual spreadsheets and fragmented reporting through systemization and process automation
• Partner cross-functionally with department leaders to improve budget ownership, variance analysis, and forward-looking planning discipline

Qualifications

• Bachelor's degree in relevant field
• 10+ years of experience in corporate finance, preferably with a focus on expense management. Prior experience in technology and software industry preferred
• Results-driven, with a strong ability to work independently and deliver on goals
• Deep understanding of cloud infrastructure cost models preferred
• Exceptional analytical skills and the ability to simplify the complex, drive decisions, and drive results in a fast-paced dynamic environment
• Excellent verbal and written communication and presentation skills, effectively influencing senior stakeholders and narrating models and results to senior leaders in a useful, concise, and outcome-oriented way
• Strong interpersonal skills and ability to interact and build working relationships at all levels
• Problem solving and continuous improvement orientation
• Advanced Excel skills. Experience with financial systems such as Sage Intacct, Drivetrain, PowerBI and SFDC