Director, Financial Planning & Analysis (FP&A)

Roofr

7d•Remote

About The Position

At Roofr, we’re obsessed with our customers. We constantly gather feedback to shape, prioritize, and launch the products they truly need. That’s what makes Roofr’s CRM special. We started by building essential sales tools like aerial roof measurements and digital sales proposals. But when our customers asked for a simple, affordable way to manage and scale their entire businesses, we listened. So, we created a CRM that connects these solutions—along with payments, material ordering, and more—into a seamless, powerful platform. With a clear roadmap ahead, we’re excited to continue expanding and leading the market with innovative products. We have an amazing culture, strong financials, and best-in-class company metrics. It’s an exciting time to be part of an extraordinary startup that is already successful, yet still early enough to offer its team significant growth, equity, and the opportunity to make a real impact. This position is for an existing vacancy. We are looking for a Director of FP&A to own company-wide financial planning, forecasting, and performance management for a high-growth vertical SaaS business. This role partners closely with executive leadership and functional leaders to drive operating rigor, resource allocation, and decision support. This is a hands-on leadership role for someone who can operate both strategically and tactically in a fast-moving environment.

Requirements

8+ years of experience in FP&A, corporate finance, or strategic finance
Prior experience in a SaaS or subscription-based business
Strong operating and KPI orientation (not just budgeting)
Proven ability to partner with senior business leaders
Advanced financial modeling and scenario analysis skills
Experience building and scaling planning processes in a growth environment
Excellent communication skills and executive presence
Comfortable working with ambiguity and evolving priorities

Nice To Haves

Experience supporting Board and investor reporting
Experience implementing or operating modern FP&A tools (e.g., Pigment, Adaptive, Anaplan, etc.)
Prior people management experience

Responsibilities

Own the company’s: Annual Operating Plan, Quarterly forecast process, Long-range planning model
Lead monthly business reviews and executive reporting, including: KPI and operating dashboards, Budget vs. Actuals, Aariance and root-cause analysis
Partner with functional leaders (Product, Sales, Marketing, Customer, G&A) to: Build and maintain budget ownership, Translate strategy into operating plans, Support headcount and investment decisions
Build and maintain SaaS operating metrics, including (as applicable): Revenue, Pipeline analytics, Churn and retention, CAC, LTV, and payback, Gross margin and cost drivers
Own headcount planning and personnel cost forecasting
Support Board and investor materials in partnership with the CFO
Improve financial systems, models, and planning tools
Establish and scale FP&A processes and standards as the company grows
Mentor and develop FP&A team member(s)

Benefits

1st week of employment is mandatory PTO! Start your journey with Roofr by decompressing and recharging - we will see you in week 2!
1 Friday off per month (we call those our laundry days!)
Company wide paid shutdown for the week between Christmas and New Years
Flexible time off
80% employer-paid benefits in the U.S. and 100% employer-paid premiums for Extended Healthcare and Dental in Canada
RRSP/401k match
Generous Parental Leave policy
We host an annual company retreat with great team building activities
Ample learning and development opportunities to continue growing your career
Home office setup stipend
Internet and phone allowance
Remote first culture
Weekly Friday paydays!