Director of FP&A

The Finance Team at Federato is integral to our mission of enabling affordable insurance coverage through advanced technology. We combine financial expertise with a forward-thinking vision to drive strategic initiatives and ensure the financial health necessary for our long-term success.

About the role

• Oversee and manage the company’s financial planning, budgeting, and forecasting processes, driving alignment across departments.

• Develop and maintain sophisticated financial models to support strategic decision-making and long-range planning.

• Partner closely with executive leadership to analyze business performance, identify key drivers, risks, and opportunities, and provide actionable recommendations.

• Drive the annual operating plan (AOP) and quarterly re-forecasting cycles, ensuring accuracy, timeliness, and cross-functional buy-in.

• Prepare insightful financial reports and variance analyses (actuals vs. budget/forecast) for the leadership team, working closely with the Controller.

• Conduct in-depth financial analysis on strategic initiatives, including pricing, new product launches, and potential investments.

• Collaborate with Sales, Marketing, Customer Success, and other teams to refine and track departmental budgets, optimize resource allocation, and improve cost efficiency.

• Enhance and scale financial systems and tools to improve efficiency, reporting capabilities, and data integrity.

• Mentor and develop the FP&A team, fostering a culture of high performance, accuracy, and continuous improvement.

Requirements

• Deep expertise in SaaS metrics (ARR, churn, LTV, CAC, etc.), financial modeling, budgeting, and forecasting in a fast-paced, evolving environment.

• Proven ability to partner closely with executive leadership (CEO, COO, etc.) and department heads to drive strategic planning and operational excellence.

• Strong systems proficiency and the ability to leverage technology to scale the finance function.

• Excellent communication and presentation skills, capable of distilling complex financial data into actionable insights for both internal and external stakeholders (e.g., Board of Directors).

• 8–12 years of experience in FP&A, investment banking, private equity, or corporate finance, preferably in SaaS.

Qualifications

• BS/BA in Finance, Accounting, Business Administration, or related field.

• CPA certification preferred.

Skills

• Financial modeling and analysis.

• Budgeting and forecasting.

• Strategic planning and execution.

• Systems and process optimization.

• Team leadership and mentorship.

Benefits

We offer a competitive total compensation package, including stock options, benefits, and additional perks. Final offer amounts are determined by multiple factors including candidate location, experience, and expertise and may vary from the amounts listed above.

Pay

Final offer amounts are determined by multiple factors including candidate location, experience, and expertise and may vary from the amounts listed above.

Schedule

Flexible work schedule to accommodate the needs of the role and the team.