Director of Strategic Finance & Business Operations

Autosoft•Middlesex, PA

About The Position

Who You Are: We are seeking a finance leader to partner closely with the CFO in leading the company’s FP&A function and strengthening how customer, vendor, and partner agreements translate into financial performance. This role will lead the FP&A function through an existing team, strengthening planning, forecasting, and performance insights, while also building the frameworks and processes needed to ensure customer, vendor, and partner agreements translate cleanly into revenue, cost, compliance, and financial reporting outcomes. Working cross-functionally with Legal, Product, Engineering, and Commercial teams, this leader will connect how agreements are structured to how the business performs—improving visibility, reducing risk, and enabling more accurate, actionable decision-making. What You Will Do: FP&A Leadership Lead the FP&A function through an existing team, strengthening forecasting, planning, and business insights Improve forecast accuracy, long-range planning, and scenario modeling Develop KPI frameworks and executive reporting to support decision-making Partner with leadership on performance, resource allocation, and strategic initiatives Agreements, Governance & Financial Alignment Build and implement frameworks and guardrails for vendor, partner, and third-party agreements in conjunction with the CFO, CEO, and general counsel. Ensure agreements align with financial outcomes including revenue recognition, cost structure, and forecasting Identify gaps between how agreements are structured and how they are operationalized, and drive alignment Ensure customer contracts align with pricing and financial guidelines to support accurate billing, reporting, and forecasting Oversee alignment between contracts and billing to ensure accuracy and completeness Cross-Functional Execution Partner with Legal to translate contractual requirements into practical business processes Work with Product and Engineering to ensure agreements align with system capabilities and workflows Partner with Sales and Operations to reinforce consistency and discipline in deal and partner structures Risk & Compliance Identify and mitigate financial and operational risks related to agreements and integrations Improve visibility into risks impacting revenue, cost, and compliance What You Will Bring: 10+ years in finance with strong FP&A experience, including forecasting, planning, and performance analysis Experience in SaaS or recurring revenue environments preferred Demonstrated ability to build processes and operate effectively in ambiguous, evolving environments Experience working cross-functionally with Product, Engineering, Sales, and Legal teams Ability to translate contract terms and legal requirements into operational processes and financial outcomes Experience improving data flow and consistency across systems (e.g., Salesforce, Sage or similar ERP/billing systems, and FP&A tools such as Planful), ensuring alignment between operational data, billing, and financial reporting Familiarity with risk management and compliance considerations in a commercial or contract-driven environment Strong analytical, communication, and influencing skills Ability to connect operational decisions to financial outcomes Physical Requirements: Ability to sit for extended periods while working at a desk and using a computer. Capable of lifting and moving up to 15 pounds as needed. How You Will Measure Success: Agreements consistently align with how the business operates and is measured Improved accuracy and confidence in forecasting and reporting Reduced risk and variability across vendor and partner agreements Stronger, more proactive FP&A function Increased CFO leverage in strategic decision-making Autosoft provides equal employment opportunities (EEO) to all employees and applicants for employment with regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. Autosoft hires the best qualified candidate for the job, without regard to protected characteristics. Note: The statements herein are intended to describe the general nature and levels of work performed by employees, but are not a complete list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer. If you think you are a strong fit for the role, apply and let’s have a conversation. Autosoft provides equal employment opportunities (EEO) to all employees and applicants for employment with regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. Autosoft hires the best qualified candidate for the job, without regard to protected characteristics. Note: The statements herein are intended to describe the general nature and levels of work performed by employees, but are not a complete list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer. If you think you are a strong fit for the role, apply and let’s have a conversation. For California applicants: https://autosoftdms.com/notice-to-ca-employees-applicants/

Requirements

10+ years in finance with strong FP&A experience, including forecasting, planning, and performance analysis
Experience in SaaS or recurring revenue environments preferred
Demonstrated ability to build processes and operate effectively in ambiguous, evolving environments
Experience working cross-functionally with Product, Engineering, Sales, and Legal teams
Ability to translate contract terms and legal requirements into operational processes and financial outcomes
Experience improving data flow and consistency across systems (e.g., Salesforce, Sage or similar ERP/billing systems, and FP&A tools such as Planful), ensuring alignment between operational data, billing, and financial reporting
Familiarity with risk management and compliance considerations in a commercial or contract-driven environment
Strong analytical, communication, and influencing skills
Ability to connect operational decisions to financial outcomes

Responsibilities

Lead the FP&A function through an existing team, strengthening forecasting, planning, and business insights
Improve forecast accuracy, long-range planning, and scenario modeling
Develop KPI frameworks and executive reporting to support decision-making
Partner with leadership on performance, resource allocation, and strategic initiatives
Build and implement frameworks and guardrails for vendor, partner, and third-party agreements in conjunction with the CFO, CEO, and general counsel.
Ensure agreements align with financial outcomes including revenue recognition, cost structure, and forecasting
Identify gaps between how agreements are structured and how they are operationalized, and drive alignment
Ensure customer contracts align with pricing and financial guidelines to support accurate billing, reporting, and forecasting
Oversee alignment between contracts and billing to ensure accuracy and completeness
Partner with Legal to translate contractual requirements into practical business processes
Work with Product and Engineering to ensure agreements align with system capabilities and workflows
Partner with Sales and Operations to reinforce consistency and discipline in deal and partner structures
Identify and mitigate financial and operational risks related to agreements and integrations
Improve visibility into risks impacting revenue, cost, and compliance