Director, FP&A
About The Position
InvoiceCloud is a fast-growing fintech leader recognized with 20 major awards in 2025, including USA TODAY and Boston Globe Top Workplaces, multiple SaaS Awards wins for Best Solution for Finance and FinTech, and national customer service honors from Stevie and the Business Intelligence Group. Judges also highlighted our mission to reduce digital exclusion and restore simplicity and dignity to how people pay for essential services, as well as our leadership in AI maturity and responsible innovation. It’s an award-winning, purpose-driven environment where top talent thrives. To learn more, visit InvoiceCloud.com . Position Overview We are seeking a strategic and results-oriented Director, FP&A to lead the financial planning and analysis team reporting to the CFO. This role is responsible for setting FP&A strategy, translating business objectives into actionable financial plans, and providing clear visibility into performance, risks, and opportunities. The Director, FP&A leads a high-performing FP&A team and serves as a trusted advisor to the executive team and senior leaders in the business. This role manages a team of eight responsible for revenue and expense planning, robust management reporting in a private equity backed environment, and supporting key organizational priorities with insightful financial analyses. Success Profile: This role is anchored in our company’s core competencies—these competencies reflect the mindsets and behaviors that define success in this role. We outline how each competency translates into real-world actions and outcomes specific to this role.
Requirements
- 10+ years of progressive experience in Financial Planning & Analysis, or similar roles, with demonstrated success leading teams and partnering with senior leadership.
- Excellent communication, judgment, and leadership skills in a fast-paced, high-growth environment.
- Proven ability to influence executives and drive outcomes through collaboration and credibility.
- Strong strategic, analytical, and financial modeling capabilities with the ability to translate complexity into actionable insights.
- Experience with modern FP&A systems and planning tools; Adaptive Planning experience preferred.
- Experience in SaaS, FinTech, or technology-enabled businesses strongly preferred.
- Bachelor’s degree in Finance, Accounting, or a related field; MBA or advanced degree preferred.
Nice To Haves
- Adaptive Planning experience preferred.
- Experience in SaaS, FinTech, or technology-enabled businesses strongly preferred.
- MBA or advanced degree preferred.
Responsibilities
- Owns financial planning by translating company and CFO-level priorities into annual budgets, rolling forecasts, and long-range plans.
- Partners with executive leaders to evaluate strategic initiatives, investments, and trade-offs through rigorous modeling and scenario analysis.
- Identifies and tracks key value creation levers—such as growth efficiency, margin expansion, operating leverage, and cost discipline—linking financial plans to long-term enterprise value.
- Establishes disciplined planning, forecasting, and performance management cadences that enable effective decision-making.
- Owns KPI definitions, dashboards, and metric governance, ensuring leaders have consistent, actionable visibility into business performance.
- Leads monthly budget-to-actual and performance review forums with executive and functional leaders, surfacing risks, opportunities, and required actions.
- Maintains diligence-ready financial models and reporting to support Private Equity operating reviews, ad hoc investor analysis, and potential transaction or refinancing activity.
- Leverages financial systems, planning tools, and automation—including AI-enabled forecasting and reporting enhancements—to improve the efficiency, accuracy, and analytical impact of the team.
- Serves as a trusted financial advisor to the CFO and senior leadership, proactively identifying performance gaps, risks, and opportunities.
- Builds strong partnerships with functional leaders to align financial plans with operational goals and shared ownership of outcomes.
- Leads the preparation and alignment of Board and investor-facing financial materials, ensuring consistency across internal reporting, executive narratives, and external expectations.
- Leads, coaches, and develops a high-performing FP&A team through clear expectations, feedback, and accountability.
- Translates complex financial and operational data into concise, executive-ready insights that inform decisions and action.
- Establishes clarity and transparency in planning, reporting, and communication across the FP&A team and broader Finance organization.
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What This Job Offers
Job Type
Full-time
Career Level
Director
