Director, Financial Planning & Analysis (FP&A)
About The Position
Finalsite is the first community relationship management platform for K-12 schools, transforming how schools attract students, engage families, build community — and thrive. More than 7,000 schools and districts worldwide trust Finalsite’s integrated platform for their websites, communications, mobile apps, enrollment, and marketing services. Finalsite is headquartered in Glastonbury, CT, USA with employees who work remotely in nearly every state in the U.S. as well as Europe, South America, and Asia. For more information, please visit www.finalsite.com VISION Finalsite will transform the way school communities engage with their schools. SUMMARY OF THE ROLE Finalsite is seeking a Director of FP&A Senior to drive financial planning, forecasting, and performance insights across the organization. This role will play a critical part in supporting executive leadership with strategic decision-making, operating cadence, and board-level reporting. The ideal candidate brings strong analytical depth, SaaS financial understanding, and the ability to partner across departments to drive accountability, efficiency, and growth.
Requirements
- 7–10+ years of experience in FP&A, corporate finance, or strategic finance roles
- Strong understanding of SaaS business models and key metrics (ARR, NRR, churn, etc.)
- Demonstrated experience building and owning budgets, forecasts, and financial models
- Advanced Excel and financial modeling skills; experience with BI tools is a plus
- Ability to communicate clearly with both finance and non-finance leaders
Nice To Haves
- Experience supporting Professional Services financial planning (utilization, margin, delivery capacity)
- Familiarity with systems such as NetSuite, Adaptive Planning, Workday, Power BI, or Tableau
- Prior board reporting and executive-level presentation experience
Responsibilities
- Financial Planning & Forecasting Lead the annual budgeting process, including long-range planning and monthly forecasting cycles
- Build and maintain robust financial models to support revenue, margin, headcount, and Cash Flow
- Develop scenario modeling to support strategic initiatives, product investment, pricing decisions, and resource allocation
- Identify and drive initiatives to continuously improve, automate, and scale forecasting and reporting tools/systems.
- Business Performance & Reporting Deliver monthly financial reporting packages with clear variance analysis and actionable insights
- Create dashboards and KPI tracking for ARR, churn, bookings, product line margin, CAC, and EBITDA
- Conduct operating reviews with department leaders to drive financial accountability.
- Cross-Functional Business Partnership Partner closely with Sales, Customer Success, Professional Services, Product, and HR to align financial plans with business priorities
- Provide financial guidance on hiring plans, compensation, and organizational investments.
- Contribute to the development of financial strategies for the organization that align with the organization’s overall vision.
- Board & Executive Support Prepare board-level reporting materials, executive summaries, and investor-ready financial updates
- Support PE stakeholder requests, including performance metrics, run-rate analysis, and cost optimization initiatives
- Process Improvement & Systems Improve FP&A processes, planning tools, and reporting automation to scale with company growth
- Evaluate and support the implementation of financial planning software (Adaptive, Anaplan, etc.) as needed
- Strengthen financial discipline and planning cadence across the organization
- Drive the adoption of AI solutions across the F,P&A Function
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
