Director of FP&A

Harbor Compliance

About The Position

The Director of FP&A leads a best-in-class financial planning and analysis engine within a private equity-backed SaaS business. This role owns budgeting, forecasting, SaaS KPI reporting, and board narratives to support disciplined growth, M&A execution, and exit readiness. By building scalable, driver-based models and creating a single source of truth across financial and operational data, you will increase forecast accuracy and enable leadership to make confident, data-driven decisions quickly.

Requirements

8–12 years of progressive FP&A experience, including 3+ years at Director/Senior Manager level in high-growth or PE-backed environments.
Expertise building sophisticated driver-based financial models for SaaS or recurring revenue businesses.
Hands-on ownership of FP&A planning platforms, with implementation experience preferred.
Deep fluency in SaaS metrics (ARR, MRR, NRR, cohort analysis, unit economics) and advanced financial modeling.
Proficiency in SQL and ability to extract and analyze financial and operational data independently.
Experience supporting M&A diligence, integration planning, and board/sponsor-ready reporting with strong executive presence.

Responsibilities

Own end-to-end annual budgeting and monthly forecasting, ensuring accuracy and executive-ready outputs.
Build and maintain scalable, driver-based models across revenue, margin, headcount, and cash flow.
Produce board- and sponsor-ready reporting with consistent KPIs, clear narratives, and zero material errors.
Establish and maintain a trusted SaaS/ARR reporting framework, including NRR, cohort analysis, CAC/LTV, and unit economics.
Evaluate and implement scalable FP&A planning platforms to streamline workflows and shorten planning cycles.
Deliver scenario planning and sensitivity analyses to support pricing, GTM investments, headcount, and capital allocation.
Lead M&A diligence and integration modeling, including quality of earnings and transaction readiness.
Build and develop FP&A talent to scale the function while maintaining high performance and retention.