Director of Financial Planning & Analysis

Itradenetwork - Charlotte, NC

Full-time - Senior

Hybrid - Charlotte, NC

About the position

The Senior Manager/Director of Financial Planning & Analysis (FP&A) at iTradeNetwork is a key leadership role responsible for shaping the financial strategy and decision-making processes across the organization. This position involves leading financial forecasting, managing contracts, providing sales approvals support, and conducting cross-functional financial modeling for new projects. The ideal candidate will possess deep expertise in key SaaS metrics and financial systems, contributing to the company's mission of delivering innovative solutions in the food and beverage supply chain.

Responsibilities

• Lead and manage the company's financial forecasting processes, including annual budgets, long-term strategic planning, and rolling forecasts.
• Develop and maintain comprehensive financial models to support business decision-making, including forecasting key SaaS metrics such as ARR, NRR, GRR, CAC, LTV, cash flow, and EBITDA.
• Oversee contract management and ensure alignment with financial goals and contractual obligations.
• Provide financial analysis and support for sales approvals, ensuring that deals align with company objectives and financial performance targets.
• Collaborate with cross-functional teams to model and assess the financial impact of new projects, strategic initiatives, and investments.
• Lead, mentor, and develop a high-performing FP&A team.
• Monitor and analyze key operational metrics and performance indicators to provide actionable insights to senior leadership.
• Partner with the accounting team to ensure accurate financial reporting and alignment of FP&A processes with monthly/quarterly close activities.
• Drive improvements in financial planning processes and systems, with a focus on automation and scalability.
• Develop and present financial analyses, business cases, and recommendations to executive leadership.

Requirements

• Bachelor's degree in Finance, Accounting, or a related field; MBA or advanced degree preferred.
• 8-10 years of progressive experience in finance, with at least 3-5 years in an FP&A leadership role.
• Hands-on experience integrating financial processes across systems.
• Advanced Excel skills, with the ability to create complex financial models and manipulate large data sets.
• Proven ability to lead and mentor teams in a fast-paced, dynamic environment.
• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent verbal and written communication skills, with the ability to convey complex financial concepts to non-financial stakeholders.
• High level of attention to detail and accuracy.
• Ability to work cross-functionally and influence at all levels of the organization.

Nice-to-haves

• Experience with Business Intelligence (BI) tools is a plus.

Benefits

• Competitive salary packages
• Comprehensive medical, dental, vision, and life insurance benefits for you and your family
• Flex PTO for exempt employees and competitive PTO for non-exempt
• Paid parental leave for eligible employees
• 401(k) matching
• Tuition reimbursement on approved programs
• Great health & well-being benefits including Teladoc for general medical and mental health care