Director of FP&A

FORM • Chicago, IL

16h • $150,000 - $190,000 • 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, translating 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. The position also supports executive, Board, investor, and lender reporting; strategic business decisions; treasury and debt compliance; and financial systems and automation.

FORM provides mobile technology for frontline workers. Its solutions include the AI-enabled GoSpotCheck task management platform, Trax image recognition technology, and FORM OpX. The company reports more than 25 years of experience, over 100,000 global users, and customers among recognizable global brands in 45 countries.

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 track record 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, strong analytical thinking, and excellent communication and partnership skills.
• Must be authorized to work in the United States without sponsorship.
• Employment is contingent on successful completion of standard employment verification (I-9) and background checks.

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 monthly and quarterly reporting packages, KPI dashboards, and presentations for executive leadership, the Board, investors, and lenders.
• 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, including ARR, retention, churn, CAC, and LTV.
• Translate financial results into clear insights about 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 for 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 that support multi-entity, multi-currency consolidation.
• Use AI and automation to improve forecasting, reporting, and analysis and reduce manual work.
• Partner across functions to improve data integrity, streamline financial processes, and enhance reporting capabilities.

Benefits

• Remote-first work environment.
• Generous medical, dental, and vision insurance coverage.
• Company-paid life and disability insurance.
• 401(k) retirement plan available.
• Paid parental leave.
• Flexible vacation policy.
• Company-provided work equipment.
• Opportunities for internal growth and career development.
• Base salary of $150,000 to $190,000 annually; a bonus may be provided as part of the compensation package.

What This Job Offers

• Job Type: Full-time
• Career Level: Director