Director of Financial Planning and Analytics (Full Time) - 2026

LifeLabs Learning•Atlanta, GA

12d•$150,000 - $170,000•Remote

About The Position

LifeLabs Learning is seeking a strategic and hands-on Director of Financial Planning and Analytics with 10+ years of experience to join our team. In this role, you will lead budgeting, forecasting, KPI reporting, and financial modeling to support strong decision-making across the business. Approximately 70% of your time will focus on partnering with the CFO to manage financial responsibilities for auditors, investors, and the Executive Team, while the remaining 30% will involve leveraging HubSpot and other KPI data to deliver strategic insights that drive executive decision-making.

Requirements

10+ years of experience in Senior Accounting, FP&A, strategic finance, or related finance roles
Strong financial modeling, budgeting, forecasting, and variance analysis skills
Experience building reporting, dashboards, and KPI processes to support business decisions
Experience using HubSpot or other CRM and other business data to support forecasting, reporting, and financial insights
Ability to translate financial and operational data into clear recommendations for leaders
Strong partnership skills and ability to work cross-functionally with leaders across the business
Comfortable working hands-on in a lean, fast-moving environment
Strong communication skills, including preparing materials for executive and board audiences

Responsibilities

Financial Planning & Analysis
Develop and maintain financial models and KPI reporting and share insights about risks and opportunities using sensitivity analysis and other flexible planning tools.
Provide Reporting packages at the appropriate level (Board, Senior Leader, Manager) that provide actionable insights and support decision making.
Drive budgeting/forecasting cycles and work collaboratively with internal business partners and leadership to ensure forecasts are accurate and department leaders understand their current vs. budgeted spending targets.
Monitor aggregate spending and cash flow to ensure we stay on budget.
Analyze and explain variances and trends versus Budget, Forecast, and Prior Years.
Drive our KPI process and work cross-functionally to develop the right metrics and monitor the leading indicators that ensure we are tracking toward our goals
Analyze business opportunities, risks, initiatives, product launches, service offerings, and new pricing models, and make recommendations on the best path forward.
Run ad-hoc data analysis on strategic initiatives.
Reporting & Month End Close
Partner with Accounting to ensure month end results are accurate and reflect all accruals, reversals, and reclasses.
Finalize monthly financial statements and KPI reports.
Provide data and financial visibility to departments and team leads.
Automate and optimize reporting and data infrastructure.
Prepare financial presentations for the Board of Directors.
Financial and CRM Systems
Optimize and design scalable systems for financial data analysis, reporting, and monitoring of spending.
In partnership with RevOps, ensure financial and CRM-integrated records are accurate, organized, securely backed up, and compliant with data governance policies.
In partnership with RevOps, leverage HubSpot (our CRM) to improve financial visibility, streamline forecasting, and integrate CRM data into financial planning workflows.
Collaborate with Sales, Marketing, and Operations teams to ensure accurate revenue tracking, deal management, pipeline forecasts, and financial reporting alignment.
Provide insights from CRM data to inform strategic financial decisions and organizational performance.
Train and support team members in using HubSpot for finance-related tasks, including invoicing, contract tracking, and expense forecasting.
Serve as the primary contact for outsourced financial vendors and HubSpot-related integrations to ensure high performance.
Special Projects
Spot inefficiencies and look for opportunities to streamline, improve, and scale our Finance function.
Assist the Finance team with a variety of special projects with timely initiatives and roll-outs.
Collect feedback from project sponsors and collaborators.
Support deal-close activities through creative discounting and the development of new and innovative business and pricing models.