Director of Financial Planning and Analysis

About the role

The hiring organization is seeking a Sr. Director, Financial Planning & Analysis to serve as a strategic finance leader and trusted advisor to executive leadership. This full-time role based in the United States combines responsibilities across corporate FP&A, strategic finance, board and investor reporting, budgeting and forecasting, financial operations, and cross-functional business partnership. The position leads global company-wide planning processes, supports executive decision-making, oversees financial reporting and analysis, improves finance systems and processes, and drives initiatives that enhance growth, profitability, scalability, and operational performance. This role collaborates closely with the CFO, CEO, executive leadership, Sales, Product, Customer Success, Operations, and Accounting teams to deliver actionable insights and support financial accountability across the organization.

Responsibilities

• Act as a strategic advisor to the CFO and executive leadership team on financial performance, business strategy, investments, and profitability improvement initiatives.
• Lead financial modeling and scenario planning to support global growth initiatives, pricing decisions, organizational changes, and investment opportunities.
• Develop executive-level insights and recommendations that drive informed decision-making.
• Evaluate business performance against strategic objectives and identify opportunities to improve operational and financial outcomes.
• Own the annual operating plan, long-range planning process, and rolling forecasts.
• Lead monthly and quarterly business reviews, including variance analysis and performance reporting.
• Partner with business leaders to establish financial targets and accountability measures.
• Maintain and enhance financial models supporting revenue, ARR, bookings, headcount, operating expenses, cash flow, and profitability.
• Lead preparation of board materials, investor presentations, lender reporting, and executive financial communications.
• Develop clear, concise narratives explaining financial performance, key trends, risks, and opportunities.
• Support fundraising, refinancing, M&A, and strategic transactions as needed.
• Partner with Accounting to ensure consistency between operational reporting and financial results.
• Establish KPIs and management reporting frameworks that provide visibility into business performance.
• Support financial controls, governance processes, and data integrity initiatives.
• Collaborate with financial reporting and accounting teams on month-end and quarter-end analytics.
• Own measurement and reporting of key SaaS performance indicators, translating operational and customer metrics into actionable financial insights.
• Drive automation initiatives leveraging AI, analytics, and modern finance technologies to improve forecasting accuracy, planning efficiency, and management reporting capabilities.
• Champion finance transformation initiatives that build scalability as the organization expands.
• Lead, coach, and develop a small team of finance professionals while fostering a culture of accountability, continuous improvement, and business partnership.

Qualifications

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 10+ years of progressive finance experience, including FP&A and strategic finance leadership.
• Experience supporting executive leadership, boards of directors, and senior stakeholders.
• Strong financial modeling, forecasting, budgeting, and analytical skills.
• Demonstrated ability to communicate complex financial topics to non-financial audiences.
• Experience in software, SaaS, technology, or recurring revenue business models.
• Advanced Excel and financial systems expertise.

Preferred Qualifications

• MBA and/or CPA.
• Experience in private equity-backed organizations.
• Experience supporting M&A, fundraising, debt financing, or strategic transactions.
• Expertise with planning platforms such as Workday Adaptive, NetSuite, Salesforce, or similar systems.
• Experience implementing finance automation, AI-enabled workflows, and data visualization platforms.

Benefits

• Comprehensive medical, dental, and vision insurance.
• 401(k) retirement plan with employer match.
• Flexible paid time off.
• Paid parental leave.
• Employee referral bonus program.
• Professional development opportunities.