Director, Financial Planning & Analysis
About The Position
Loopio is seeking a highly analytical and business-oriented Director, Financial Planning & Analysis to lead core financial planning and analysis activities while supporting executive decision-making across the organization. This role will lead the company’s financial planning, forecasting, management reporting, and strategic finance functions. It requires a highly analytical finance leader with strong SaaS operating model expertise, executive communication capabilities, and experience building scalable planning processes in a high-growth environment. The Director will oversee core FP&A operations, manage and mentor team members, and partner cross-functionally with leaders across Sales, Marketing, Customer Success, Product, Engineering, and Operations. This is a highly visible role with regular interaction with executive leadership, Board members, and investors. This is an existing vacancy on the team.
Requirements
- 5–8+ years of experience in FP&A, strategic finance, investment banking, consulting, or related finance roles
- Experience in high-growth SaaS or software businesses
- Strong understanding of SaaS metrics, including ARR, NRR, CAC, LTV, churn, and revenue forecasting
- Advanced financial modelling and Excel / Google Sheets skills
- Experience preparing executive and board-level reporting materials
- Strong analytical, communication, and presentation skills
- Proven ability to influence cross-functional stakeholders
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
Nice To Haves
- Experience managing or mentoring junior team members
- Familiarity with FP&A platforms (Adaptive, Anaplan, Mosaic, Pigment, etc.)
- Experience with BI tools such as Tableau
- CPA, CFA, or MBA is considered an asset
- Experience in venture-backed or PE-backed software companies
Responsibilities
- Lead the company’s annual budgeting process, quarterly reforecasting, and long-range financial planning
- Own consolidated SaaS operating model including ARR, revenue, bookings, churn, CAC, gross margin, and operating expense forecasting
- Develop driver-based financial models to support growth planning and investment decisions
- Monitor actuals vs. forecast and provide variance analysis with actionable recommendations
- Own monthly, quarterly, and annual reporting packages for executive leadership and Board of Directors
- Deliver insights into company performance, key SaaS metrics, cash flow, and operational efficiency
- Translate complex financial and operational data into actionable recommendations for senior stakeholders
- Support investor relations, fundraising activities, lender reporting, and due diligence processes as needed
- Serve as a strategic finance partner to GTM, Product, Engineering, and Customer Success leadership teams
- Drive accountability around departmental budgets, hiring plans, and operational KPIs
- Conduct scenario analysis and sensitivity modelling to support strategic decision-making
- Identify opportunities to improve efficiency, margin performance, and resource allocation
- Partner with budget owners to evaluate hiring plans, resource allocation, pricing, and operational initiatives
- Analyze SaaS metrics and unit economics to improve forecasting accuracy and business performance
- Manage and mentor StratFin Manager team members
- Review and consolidate departmental submissions and reporting deliverables
- Establish reporting standards, planning processes, and financial controls across FP&A activities, inclusive of updating the Playbook
- Help build a high-performing, scalable finance function aligned to company growth objectives
- Improve financial planning processes, reporting automation, and data quality
- Partner with the Business Operations, Data, and Finance teams to streamline reporting infrastructure
- Support implementation and optimization of FP&A and BI tools
- Maintain financial models and ensure consistency across reporting outputs
Benefits
- Monthly phone and internet subsidy
- Work-from-home budget
- MacBook laptop
- Wide range of health and wellness benefits to support your physical and mental well-being, starting day 1
- Dedicated professional mastery allowance for learning support
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What This Job Offers
Job Type
Full-time
Career Level
Director
