Director of Finance

About the role

The successful candidate will lead the financial planning and analysis function, driving key financial processes and providing insights to support strategic decision-making.

Responsibilities

• Lead the annual budgeting and quarterly forecasting processes across all departments.
• Develop and maintain complex financial models supporting strategic planning and executive decision-making.
• Prepare monthly, quarterly, and annual financial reporting packages for executive leadership and private equity stakeholders.
• Analyze operating results, identify trends, and provide actionable recommendations to improve financial performance.
• Partner with department leaders to monitor spending, evaluate investments, and improve forecast accuracy.
• Develop dashboards and KPIs to measure company performance across revenue, bookings, ARR, gross margin, operating expenses, and cash flow.
• Perform variance analysis comparing actual results against budget and forecast.
• Support pricing analysis, profitability analysis, and business case modeling for strategic initiatives.
• Aid in board presentations, lender reporting, and investor requests.
• Support M&A activities, due diligence, and financial integration projects as needed.
• Improve FP&A processes through automation, reporting enhancements, and system optimization.
• Collaborate closely with Accounting during the monthly close process to ensure timely and accurate reporting.
• Maintain financial models supporting headcount planning, capital expenditures, and operating expenses.
• Identify opportunities to improve forecasting accuracy and financial visibility across the organization.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 5-8+ years of progressive FP&A experience.
• Experience in SaaS, software, technology, or recurring revenue businesses strongly preferred.
• Private equity-backed company experience highly preferred.
• Strong understanding of SaaS metrics including: ARR, MRR, Bookings, Gross Margin, CA, LTV, Churn.
• Advanced Excel financial modeling skills.
• Experience with ERP and financial planning systems.
• Experience using Power BI, Tableau, Adaptive Planning, Anaplan, NetSuite Planning, or similar FP&A platforms is a plus.
• Strong understanding of GAAP financial statements.

Skills

• Exceptional analytical, organizational, and communication skills.
• Ability to work independently while partnering effectively with senior leadership.