Director FP&A

CertifyOS

3d

About The Position

CertifyOS is seeking a Director of FP&A to serve as the strategic architect of the company's financial planning and operational engine during a pivotal phase of hyper-growth. Reporting directly to the SVP of Finance, this role involves building the forward-looking FP&A infrastructure, long-range financial models, and operational dashboards necessary for scaling the business. The mission is to transform finance from a backward-looking reporting function into a high-velocity, strategic engine that drives capital efficiency, revenue expansion, and company-wide execution. The ideal candidate is a strategic thought partner who thrives in a dynamic Series B startup environment, possessing a blend of sharp financial modeling mastery and commercial agility to guide the company's growth.

Requirements

• 8–12+ years of progressive finance experience
• At least 5+ years of pure-play FP&A and strategic finance leadership
• Experience helping scale a B2B SaaS or HealthTech company
• Demonstrated track record as a proactive strategic business partner to C-level executives
• Expert knowledge of enterprise SaaS unit economics, go-to-market mechanics, net retention drivers, and complex multi-product financial modeling
• Proven experience leveraging frontier models in day to day processes as well as for larger project initiatives
• Experience implementing and optimizing modern FP&A planning platforms and building scalable financial infrastructure from scratch
• Direct experience producing Board-level decks and managing executive stakeholders

Nice To Haves

• Familiarity with the commercial and financial dynamics of US healthcare, provider systems, usage-based API platforms, or healthcare data infrastructure
• Direct involvement in Series B/C capital raises, debt financing, M&A execution, or IPO readiness workflows
• Experience modeling and managing financial operations across cross-border structures (e.g., US headquarters with international operational or engineering hubs)
• Direct experience communicating complex financial strategy to institutional investors

Responsibilities

• Act as the core strategic thought partner to the C-suite and executive team, translating complex financial data into forward-looking growth strategies.
• Proactively identify growth levers, unit economic improvements, gross margin expansion opportunities, and optimal capital allocation models.
• Evaluate strategic tradeoffs across GTM investments, product roadmap expansions, and global operational headcount to maximize ROI and long-term enterprise value.
• Own the multi-year long-range financial model, annual budgeting process, and continuous rolling re-forecasts across complex revenue structures.
• Own the budget and forecast variance analysis and strategic monthly business reviews with core key stakeholders.
• Build dynamic, scenario-based financial models to stress-test business assumptions, price changes, market shifts, and aggressive scaling trajectories.
• Standardize core business metrics (e.g., ARR, NRR, CAC payback, LTV:CAC, Magic Number) across departments.
• Embed directly with Growth, Product, Customer Success, and Operations leadership as a proactive business partner.
• Partner with the Growth team to design, analyze, and optimize deal packaging, tier pricing, and enterprise contract structures.
• Establish clear, operational KPIs for functional leaders, translating company-level financial targets into team-level performance metrics.
• Design, implement, and automate a modern FP&A tech stack (CPM/planning tools, BI dashboards, ERP integrations).
• Recruit, develop, and mentor a lean, high-performing FP&A team.
• Own the preparation of monthly executive dashboards, quarterly Board of Directors presentations, and key investor communications.
• Frame complex financial insights into compelling narratives that articulate operational momentum, trade-offs, and strategic risks.

Benefits

• 100% coverage of health, dental, and vision insurance premiums for employees (US-based)
• Unlimited PTO, with at least two weeks off each year to recharge (US-based)
• Health insurance, statutory leave benefits, and additional wellness (menstrual) leave for women (India-based)
• Commitment to pay transparency and fostering an open culture where compensation conversations are encouraged and respected

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed