Sr. Director of Strategic Finance

What You’ll Do

• Strategic Finance & Planning
  • Own the company’s financial planning and analysis function, including annual budgets, quarterly forecasts, scenario modeling, and long-range strategic plans
  • Build and present board-ready financial materials, KPI dashboards, and investor narratives that translate operational performance into strategic insight
  • Lead capital allocation decisions, evaluate investment opportunities, and develop the financial frameworks for pricing, packaging, and go-to-market expansion
• Partnership Strategy & Ecosystem Development
  • Lead build-vs-buy analysis for new capabilities, providing rigorous financial and strategic frameworks to guide whether PerformYard should develop internally, partner, or acquire
  • Identify and evaluate M&A and strategic investment opportunities, conducting due diligence, financial modeling, and integration planning to support inorganic growth
  • Identify, negotiate, and close partnership agreements with HRIS, payroll, and complementary HR technology providers to expand PerformYard’s integration footprint and distribution reach
  • Define partnership KPIs and build reporting frameworks to measure ROI, partner engagement, and contribution to overall revenue targets
  • Represent PerformYard externally with investors, partners, and industry stakeholders
• Enterprise Value & Exit Readiness
  • Lead exit planning and readiness activities, including data room setup and maintenance, investor materials preparation, and due diligence coordination
  • Drive enterprise value creation initiatives focused on improving net revenue retention, accelerating ARR growth, and strengthening unit economics
  • Develop and track value creation dashboards that connect operational metrics to enterprise valuation drivers, ensuring the leadership team has clear line-of-sight to value inflection points
  • Quantify and communicate the enterprise value impact of AI-powered features, including their contribution to retention, ARPU expansion, and competitive differentiation

Key Metrics and Success Criteria

• Financial Performance: Budget accuracy, forecast reliability, capital efficiency, and Rule of 40 progression
• Enterprise Value: Net revenue retention improvement, ARR growth acceleration, and exit readiness milestones
• Ai Value Realization: Measurable ROI of AI initiatives across retention, ARPU, and operational efficiency
• Ecosystem Expansion: Number and quality of active partnerships, integration adoption rates, and co-sell win rates

What You’ll Bring

• 10+ years of progressive experience in strategic finance, corporate development, investment banking, or management consulting, with meaningful time spent in B2B SaaS
• Demonstrated track record of building and scaling partnership programs, whether channel, technology, or strategic alliances
• Deep fluency in SaaS financial metrics (ARR, NDR, CAC/LTV, Rule of 40) and a proven ability to translate financial data into actionable strategic recommendations
• Demonstrated success partnering with executive teams and Boards to align financial strategy with business objectives and enterprise value
• Experience leading build-vs-buy evaluations and M&A due diligence, including financial modeling, valuation, and post-acquisition integration planning
• Familiarity with exit planning activities including data room preparation, investor due diligence processes, and enterprise value optimization strategies
• Experience developing frameworks for measuring the financial impact of AI and technology investments on business performance
• Data-driven leader, comfortable aligning financial and partnership investments to ROI and value creation

Benefits

• In addition to your compensation plan we also have medical, dental, and vision health insurance benefits w/ HSA plan, disability insurance, 401k plan, generous PTO, paid holidays and other benefits.