Director of FP&A

FORM•Chicago, IL

8d•Remote

About The Position

FORM is seeking a highly analytical and strategic Director of FP&A to lead global financial planning, forecasting, reporting, cash flow management, and strategic financial analysis. The role partners closely with the CFO, Controller, and executive leadership team to turn financial and operational data into actionable insights that support business decisions, financial performance, and long-term growth. This is a hands-on leadership position responsible for financial reporting and planning processes and for implementing tools and technologies that improve efficiency and financial visibility across a multi-country SaaS business. FORM provides mobile technology for frontline workers. Its solutions include the AI-enabled task management platform GoSpotCheck, Trax image recognition technology, and FORM OpX. The company supports more than 100,000 global users across 45 countries. The Director leads planning, reporting, and analysis; provides strategic finance and business partnership; owns cash-flow forecasting and supports treasury and debt compliance; and leads the evaluation and optimization of financial systems and automation. The role requires global business experience, SaaS or subscription-business experience, strong financial modeling and analytical capabilities, and effective communication with senior leaders and external stakeholders. This is a full-time, remote-first W-2 position. The annual base salary is $150,000 to $190,000, with a possible bonus. Candidates must be authorized to work in the United States without sponsorship. Employment is contingent on standard employment verification and background checks; final U.S.-based candidates will undergo a criminal background check through Checkr in compliance with applicable laws and regulations.

Requirements

Bachelor's degree in Finance, Accounting, Economics, Business, or a related field from an accredited institution.
At least 5 years of progressive experience in FP&A, Strategic Finance, Corporate Finance, or a related field.
Experience in a SaaS or subscription-based software business.
Proven experience building and maintaining integrated three-statement financial models.
Experience supporting a global, multi-country business.
Hands-on experience with cash flow forecasting, budgeting, financial reporting, and performance analysis.
Experience preparing reports and presentations for senior leaders and external stakeholders.
Experience with ERP systems and financial planning or reporting tools.
Advanced Excel skills, sharp analytical thinking, and excellent communication and partnership skills.
Authorization to work in the United States without the need for sponsorship.

Nice To Haves

MBA or other advanced degree.
Experience in a private equity-backed or high-growth SaaS environment.
Experience implementing financial systems, reporting tools, or AI-powered automation.
Experience with treasury management, debt covenant compliance, and lender reporting.
Exposure to M&A, including financial due diligence and integration planning.
Experience leading and developing FP&A team members, ideally across time zones.

Responsibilities

Lead annual budgeting, rolling forecasts, long-range planning, and scenario analysis using integrated multi-entity three-statement models.
Own executive leadership, Board, investor, and lender reporting, including monthly and quarterly packages, KPI dashboards, and presentations.
Partner with the Controller to ensure reporting is accurate, aligned with accounting results, and delivered on time.
Analyze budget-to-actual variances, revenue trends, profitability, and SaaS metrics such as ARR, retention, churn, CAC, and LTV; communicate trends, risks, and opportunities.
Advise the CFO and executive team on financial and operational decisions.
Evaluate growth opportunities, pricing strategies, investments, resource allocation, and operational improvement initiatives.
Support M&A activities, including cross-border transactions, financial due diligence, transaction modeling, and integration planning.
Partner with functional leaders to establish financial targets, evaluate performance, and drive accountability.
Work with leaders and HR on cross-border considerations, including transfer pricing, local statutory requirements, and workforce cost modeling across employees and contractors.
Own the 13-week cash flow forecast, including liquidity planning, working capital analysis, and cash management reporting.
Partner with the CFO and Controller on treasury activities, including cash positioning, banking relationships, and debt management.
Manage debt covenant compliance, including calculations, forecasting, lender reporting, and proactive identification of potential risks.
Lead evaluation, rollout, and optimization of FP&A, ERP, reporting, and BI tools for multi-entity, multi-currency consolidation.
Use AI and automation to improve forecasting, reporting, and analysis and reduce manual work.
Partner cross-functionally to improve data integrity, streamline financial processes, and enhance reporting capabilities.