Director, Financial Planning & Analysis – Top Line & ARR

NextGen Federal Systems

1d

About The Position

The Director, Financial Planning & Analysis – Top Line & ARR is a strategic finance leader responsible for driving forecasting accuracy, performance insights, and decision support related to revenue, Annual Recurring Revenue (ARR), and growth initiatives. This role partners closely with Accounting, Business Intelligence, Sales, Revenue Operations, Customer Success, Marketing, and Executive Leadership to deliver actionable financial insights, improve predictability, and optimize revenue performance across the organization. The role owns ARR governance, revenue forecasting, and SaaS revenue modeling frameworks to support executive and Board-level reporting.

Requirements

• 8–12+ years of progressive finance experience, including significant SaaS or subscription-based business experience.
• 3+ years in a leadership role within FP&A.
• Demonstrated ownership of ARR forecasting and reporting in a SaaS or recurring revenue environment.
• Experience building ARR models from first principles (cohort-based modeling strongly preferred).
• Experience partnering cross-functionally with Sales, Revenue Operations, Accounting, and Business Intelligence teams.
• Knowledge of: SaaS revenue models and subscription economics. ARR roll-forward mechanics and revenue forecasting methodologies. Revenue recognition principles (including ASC 606 where applicable). CRM systems (e.g., Salesforce), financial planning tools, and BI platforms. KPI-driven performance management in recurring revenue environments.
• Skill in: Advanced financial modeling and scenario analysis. Building driver-based revenue and ARR forecasting models. Executive-level communication and presentation. Data analysis and interpretation across multiple systems. Influencing cross-functional stakeholders.
• Ability to: Translate complex revenue data into actionable insights. Improve forecast accuracy and revenue predictability. Establish governance and consistency in revenue metrics. Operate effectively in high-growth, fast-paced SaaS environments. Lead teams and drive accountability across functions.
• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA preferred. Or, any combination of education and experience which would provide the required qualifications for the position.

Nice To Haves

• CPA preferred but not required.

Responsibilities

• Top-Line Revenue & ARR Ownership: Develop and maintain the ARR roll-forward framework (Beginning ARR + New + Expansion – Churn – Contraction = Ending ARR) used for Executive Leadership and Board reporting.
• Analyze ARR movements including new business, expansion, contraction, churn, and reactivations. Reconcile ARR metrics across CRM, billing, and financial systems to ensure a single source of truth.
• Establish standardized definitions and governance for ARR and revenue metrics across Finance, Sales, Revenue Operations, and Accounting.
• Forecasting, Budgeting & Long-Range Planning: Lead forecasting, budgeting, and long-range planning for revenue, ARR, bookings, pipeline, churn, expansion, and net revenue retention.
• Develop driver-based revenue models aligning pipeline, bookings, conversion, and customer lifecycle metrics to financial outcomes.
• Provide monthly and quarterly revenue outlook updates with variance analysis and forward-looking risk/opportunity assessments. Improve forecasting accuracy through data integration and automation.
• Financial Modeling & Analytics: Architect and scale a SaaS revenue modeling framework integrating pipeline, bookings, ARR, and revenue into a unified forecasting engine.
• Conduct scenario modeling and sensitivity analysis for growth initiatives and market changes. Identify leading indicators of revenue performance and recommend corrective actions.
• Executive Reporting & Decision Support: Deliver executive-level reporting and dashboards on revenue KPIs and performance trends.
• Present insights to senior leadership and Board-level stakeholders. Support strategic decision-making through actionable financial analysis.
• Process Improvement & Systems: Ensure alignment between ARR reporting and revenue recognition policies (ASC 606 where applicable).
• Partner with Finance Systems, Accounting, and Revenue Operations to reconcile bookings, billings, revenue, and ARR reporting. Drive continuous improvement of revenue forecasting processes and tools.
• Enhance data quality and reporting automation across revenue systems.
• Leadership & Team Development: Lead and develop a high-performing FP&A team.
• Foster a culture of analytical rigor, accountability, and proactive insight generation. Mentor finance professionals in SaaS modeling and strategic business partnership.
• Perform other duties that support the overall objectives of the position.

What This Job Offers

• Job Type: Full-time
• Career Level: Director