Director, Finance, Planning, and Analysis
ActivTrak•Austin, TX
•Remote
About The Position
As Director, Finance, Planning and Analysis at ActivTrak, you'll own the company's forecasting, budgeting and financial reporting infrastructure — giving the CFO and leadership team a clear, current view of the business at all times. This is an individual contributor role.
Requirements
- 7+ years in FP&A or corporate finance, ideally with SaaS exposure
- Proven track record building financial models and budgets in a high-growth environment
- Strong command of SaaS metrics and unit economics
- Advanced Excel/Google Sheets; experience with NetSuite, Cube, Salesforce and Power BI (or similar platforms) a plus
- Experience reviewing or redlining commercial software contracts a plus
- Experience presenting to executive leadership and/or a board
- Strong analytical mind, comfortable moving between detail and narrative
- CPA is a strong advantage
- BSc/BA in Accounting, Finance or a relevant field; MSc/MBA is a plus
Responsibilities
- Build and maintain the annual budget, quarterly forecasts and long-range financial model
- Work with Finance for monthly and quarterly reporting — variance analysis, KPI dashboards, and the board reporting calendar and cadence
- Build and maintain SaaS metrics tracking and analysis: ARR, NRR, CAC, LTV and rule of 40
- Partner with department leaders on budget ownership and monthly spend accountability
- Contribute to active finance initiatives, including product-line profitability reporting across business segments and new billing infrastructure for usage-based products, modeling scenarios for pricing, evaluating GTM investments
- Act as first reviewer and approver of redlined customer contracts, evaluating financial and commercial terms before Legal review
- Lead rollout of a new contract approval workflow, including implementation of a workflow/contract management tool and ownership of the contract inventory process
- Support fundraising and diligence processes with data room materials and financial models, under the CFO's direction
- Partner with Finance, Revenue Operations and Business Operations to ensure data integrity across systems
Benefits
- Competitive compensation and benefits
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What This Job Offers
Job Type
Full-time
Career Level
Director
