Director of Financial Planning & Analysis
About The Position
We are a high-growth SaaS company approaching $40 million in ARR, and we are looking for a sharp, hands-on Director of FP&A to serve as the financial engine of the business. Reporting directly to the CFO, this is a high-visibility individual contributor role for someone who thrives in the details, is fluent in Excel modeling, and can translate complex financial data into clear strategic guidance for executive leadership. You will own the company’s financial planning process end to end—from annual budgeting and monthly forecasting to board-level reporting and ad hoc scenario analysis. You will work directly with the CFO and the executive team, and your models will inform decisions about headcount, investment, pricing, and growth strategy. The ideal candidate is an expert individual contributor who excels at working independently and influencing through data.
Requirements
- 7+ years of progressive FP&A or finance experience, with at least 3 years in a SaaS or subscription-based software business.
- Expert-level Excel modeling skills—you build three-statement models, scenario analyses, and SaaS metric frameworks from scratch, without templates.
- Deep familiarity with SaaS business metrics and the ability to explain ARR bridge, cohort retention, and unit economics clearly to non-finance audiences.
- Hands-on experience with NetSuite for financial reporting, GL data extraction, and reporting configuration.
- Experience working with HubSpot CRM data to build pipeline models and bookings forecasts.
- Strong analytical and communication skills; comfortable presenting financial results and recommendations directly to a CFO and executive team.
- Proven ability to manage multiple priorities and meet deadlines in a fast-moving, resource-constrained environment.
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
Nice To Haves
- MBA or CFA designation.
- Prior experience at a company in the $25M–$75M ARR range, ideally through a growth or fundraising inflection point.
- Experience supporting board reporting and preparing materials for institutional investors or private equity sponsors.
- Familiarity with FP&A platforms such as Mosaic, Pigment, Planful, or Adaptive; experience evaluating or implementing such tools is a plus.
- Background in investment banking, private equity, or management consulting.
Responsibilities
- Own and maintain the company’s three-statement financial model (P&L, balance sheet, cash flow) in Excel, including the 3-5 year LRP.
- Lead the annual budgeting process, coordinating inputs across Sales &Marketing, Engineering, Product, and G&A to produce a fully integrated operating plan.
- Produce monthly, quarterly, and annual forecasts; track actuals versus budget and communicate variances with clear narrative explanations.
- Build and maintain rolling 12- and 18-month cash flow forecasts to support liquidity planning and capital allocation decisions.
- Own the company’s SaaS metrics framework: ARR, MRR, NRR, GRR, CAC, LTV, payback period, Rule of 40, and cohort-level retention analysis.
- Pull and reconcile pipeline and bookings data from HubSpot to build revenue forecasts by segment, rep, and product.
- Partner with the RevOps and Sales teams to maintain pipeline coverage models and bookings attainment trackers.
- Develop and monitor operating KPIs across the business; build dashboards that give leadership a real-time view of financial health.
- Prepare the monthly board and management reporting packages, including variance analysis, KPI summaries, and forward-looking commentary.
- Build and maintain board-ready presentation materials for quarterly board meetings and investor updates.
- Support the CFO with ad hoc financial analysis, scenario modeling, and strategic initiative evaluation as the business scales.
- Serve as the primary finance business partner to department heads, providing budget guidance, headcount planning support, and spend analysis.
- Extract, reconcile, and analyze financial data from NetSuite; identify process improvements that increase the accuracy and efficiency of the close-to-report cycle.
- Build and maintain integrations between NetSuite actuals and Excel-based planning models to minimize manual data entry and reduce error risk.
- Partner with Accounting on month-end close to ensure actuals are accurate and available for timely reporting.
Benefits
- Competitive base salary and performance bonus
- Equity participation
- Comprehensive health, dental, and vision benefits
- Tuition Reimbursement
- Professional Development Stipend
- Paid Parental Leave
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What This Job Offers
Job Type
Full-time
Career Level
Director
