Director of Strategic Finance & SaaS FP&A

TLA Tech•New York, NY

3d•$190,000 - $240,000•Remote

About The Position

This role is for a Director of Strategic Finance & SaaS FP&A in a fast-growing B2B legal AI startup. The individual will own FP&A and strategic finance, reporting directly to the Head of Finance. Key responsibilities include company planning and forecasting, GTM finance, SaaS metrics, pricing, unit economics, and ad hoc analysis. The ideal candidate will have experience scaling a SaaS business and implementing proven operating practices in a startup environment. This role connects financial analysis and planning to the company forecast, working closely with Sales, Rev Ops, Accounting, Data, and Ops teams.

Requirements

7+ years in FP&A or strategic finance, including significant experience in high-growth B2B SaaS.
Hands-on experience helping scale a venture-backed B2B SaaS company, ideally through the Series B/C or 100-500 employee stage.
Experience modeling AI or LLM infrastructure costs and their impact on gross margin is strongly preferred.
Strong GTM finance experience across sales forecasting, capacity planning, sales compensation, pricing, and pipeline analysis.
Rev Ops fluency, including CRM data structures, funnel metrics, and the systems that connect sales activity to bookings, billings, and revenue.
Practical experience with B2B contract structures: annual and multi-year commitments, usage tiers, renewal timing, and expansion mechanics.
Expert Excel and Google Sheets modeling skills.
Experience working with an ERP or accounting system such as NetSuite or QuickBooks Online and a CRM such as Salesforce or HubSpot.
Working knowledge of SaaS accounting concepts, including deferred revenue, ASC 606, bookings versus billings versus revenue, and cash versus accrual timing.
Bachelor's degree in finance, economics, accounting, mathematics, or a related field, or equivalent experience.
Learn quickly and get to the underlying business question.
Work independently. Scope the analysis, find the data, build the model, test the assumptions, and return with an answer and recommendation.
Work well across Finance, Sales, Rev Ops, Accounting, Data, and other operating teams.
Communicate clearly in writing and verbally. Explain assumptions, analysis, and recommendations to both finance and non-finance audiences.
Comfortable with ambiguity, incomplete data, and shifting priorities in a fully remote, high-growth startup.
Strong systems skills. Comfortable working across spreadsheets, CRM, ERP, billing, BI, cloud infrastructure and system of record.

Nice To Haves

Experience in a larger or public-company finance organization is a plus; we value candidates who have seen mature planning, reporting, and control processes.

Responsibilities

Own FP&A, including the rolling forecast and integrated financial model for ARR, revenue, headcount, cloud spend, operating expenses, burn, cash runway, and the three financial statements.
Own the annual plan, monthly reforecast, department budgets, and budget-versus-actual reporting.
Partner with department leaders on forecast assumptions, spending decisions, and variance follow-up.
Build scenario and sensitivity analyses for hiring pace, pricing changes, sales performance, and fundraising timing.
Partner with Sales and Rev Ops on quota and capacity planning, ramp assumptions, rep productivity, and commission economics.
Support the design of variable compensation plans; model cost, attainment, and incentive effects.
Analyze pipeline, conversion, sales cycle, and win rates by segment and stage. Translate funnel performance into bookings, ARR, and revenue forecasts.
Partner with Rev Ops on data definitions and reporting from CRM through billing. Reconcile bookings and billings to the financial forecast; partner with Accounting on the tie-out to recognized revenue.
Support Deal Desk and Sales on non-standard terms, discounts, multi-year structures, and margin impact.
Model customer acquisition economics by segment, including ramp, productivity, sales cycle, win rates, cost of sale, and CAC payback.
Own financial SaaS KPI reporting, including the ARR bridge, net and gross revenue retention, ACV and deal-size mix, CAC payback, LTV/CAC, magic number, burn multiple, and Rule of 40.
Model gross margin by product, segment, and customer, including AI inference, compute, and other cloud and software costs.
Analyze pricing and packaging economics. Build ROI and savings models that Sales can use in live deals.
Analyze customer usage data and connect it to expansion, renewal, pricing, gross margin, and forecast assumptions.
Build the financial and KPI sections of management reports and investor updates.
Support fundraising and diligence with well-organized data rooms, clear analyses, and defensible assumptions and forecasts.
Partner with Accounting on close outputs, accrual inputs, forecast-to-actual tie-outs, and reporting accuracy.
Deliver monthly budget-versus-actual and forecast variance analysis, with clear explanations of the drivers.
Promote automation across all systems and processes.