Finance Director

Bonterra•Remote-US-Texas, TX

8d•$147,170 - $195,000

About The Position

The Finance Director leads the business unit’s financial planning, forecasting, and management reporting in support of Bonterra’s strategic and operational objectives. The role designs and administers scalable budgeting and forecasting cycles, delivers actionable financial insights, and enables data-driven decision-making across the organization. It serves as a finance business partner to the business unit’s GM and functional leaders. In an AI-first environment, the Director uses advanced analytics, automation, and AI-enabled forecasting and reporting to improve accuracy, efficiency, and business insight. The role partners with senior leadership to translate financial and operational performance into forward-looking recommendations that promote accountability, growth, and disciplined resource allocation in a SaaS operating model. The position operates independently within established FP&A priorities and has no people management responsibilities. It is expected to deliver accurate, timely, insight-driven financial plans and forecasts that improve executive decision-making, operational discipline, and progress toward revenue and profitability targets.

Requirements

Demonstrated experience in business unit FP&A or related financial planning roles in a SaaS or recurring-revenue environment.
Strong financial modeling, forecasting, and variance analysis skills, including advanced Excel proficiency and executive-ready presentation development.
Solid understanding of financial statement analysis, corporate finance principles, and US GAAP fundamentals.
Experience preparing management and Board-level reporting packages.
Ability to manage multiple deadlines, maintain attention to detail, and ensure data accuracy in a fast-paced environment.
Strong written and verbal communication skills, including the ability to translate financial results into business insights.

Nice To Haves

8 or more years of progressive FP&A experience.
Experience supporting Sales and Go-To-Market organizations with bookings and revenue analytics.
Experience supporting M&A transactions, including financial modeling and post-acquisition integration.
Familiarity with SaaS metrics such as ARR, MRR, churn, CAC, and LTV, and with revenue recognition principles.
Experience with enterprise planning systems such as Adaptive or Anaplan, or similar systems, and BI/reporting tools.
CPA, CFA, MBA, or similar advanced credential.

Responsibilities

Lead the annual operating plan and quarterly reforecast processes, coordinating cross-functional inputs, consolidating financial models, and presenting results to executive leadership and the Board.
Develop and maintain monthly and quarterly projections for revenue, expenses, cash flow, and headcount.
Prepare management dashboards, variance analyses, KPI reporting, and Board-ready materials on a monthly and quarterly basis.
Analyze financial and operational data to identify trends, performance gaps, and root causes, and provide recommendations to functional leaders.
Design, document, and continuously improve scalable FP&A processes, systems, and controls for a growing SaaS organization.
Partner with Sales and Sales Operations on bookings performance, pipeline trends, revenue forecasts, and sales productivity metrics to inform planning and compensation alignment.
Coordinate with Accounting on internal and external financial reporting to align forecasts and actuals with US GAAP reporting.
Develop financial models for strategic initiatives, including pricing changes, cost optimization, and investment scenarios.
Support M&A through financial modeling, scenario analysis, due diligence, and post-acquisition integration of financial and operational metrics.
Provide ad hoc executive analysis to evaluate risks, opportunities, and resource allocation decisions.
Present financial results and projections to executive stakeholders, explaining key drivers, risks, and recommended actions.
Escalate identified issues or systemic gaps with recommended solutions.