Sr. Director, Financial Planning & Analysis (FP&A)

webfx.com•Fort Myers, FL

1d•Hybrid

About The Position

WebFX is a $100M+ revenue, PE-backed digital marketing and revenue intelligence company headquartered in Harrisburg, PA, with offices across York and Lancaster, PA; Detroit/Ann Arbor, MI; St. Pete/Tampa and Ft. Myers, FL; Cape Town, South Africa; and Guatemala City, Guatemala. We are growing double digits year over year, carry 97% recurring revenue, and operate a four-layer business model combining services, software, data, and AI. Our owned asset portfolio includes RevenueCloudFX, our proprietary marketing attribution and intelligence platform; Nutshell CRM, a growing SMB customer relationship management platform; OmniSEO, our AI-powered SEO platform; TeamAI, our internal and client-facing AI agent platform; and SEO.com, one of the most valuable domain assets in the search industry. We are approaching an important strategic transition in 2027 and are building the financial infrastructure and leadership team to execute it with excellence. You will be the financial engine that powers WebFX through one of the most consequential periods in its history. This is not a maintenance role. You are building financial infrastructure from near-scratch in several critical areas, mentoring a FP&A team member, and owning the deliverables that will define how sophisticated buyers and sponsors evaluate this business in 2027 and beyond. You will work directly alongside a CFO with deep PE-transaction experience who is invested in your development. The ceiling for this role is defined by your performance, not by an org chart.

Requirements

8 to 12 years of FP&A experience with at least 4 years at a PE-backed company
You have built a rolling multi-quarter forecast from scratch, not just maintained someone else's model
Deep fluency in SaaS and recurring revenue metrics: ARR, MRR, NRR, churn cohort analysis, CAC, LTV, and Rule of 40
You have prepared or contributed materially to a PE board package, management presentation, or data room
Experience with a hybrid revenue model combining recurring services and software is strongly preferred
Familiarity with NetSuite, Salesforce, and Looker is a strong advantage. WebFX has deep technical capability in all three already in place and you will be working alongside a team that can support you.

Nice To Haves

You have been through a PE sponsor transition or M&A process in a meaningful finance role
You have managed or mentored at least one FP&A analyst or associate
You have experience in digital marketing, marketing technology, or SaaS companies serving SMB markets
You have built a data room or contributed to one with direct exposure to buyer diligence questions

Responsibilities

Build and own the rolling 6-quarter financial forecast â this is your most immediate and critical deliverable
Develop and maintain the annual budget model, monthly reforecast, and variance analysis framework
Own the EBITDA add-back tracker and proactively identify every permitted adjustment each month without being asked
Build and maintain ARR bridge, MRR roll-forward, NRR cohort analysis, and CAC and LTV models that tell the business story clearly
Design and implement a monthly close narrative that translates financial results into board-ready communication within 72 hours of close
Own the monthly financial package for our PE sponsor, including narrative, variance explanations, and forward outlook
Build and maintain the management presentation financial materials and the data room infrastructure for the 2027 sponsor transition
Develop department-level financial reporting that gives operational leaders clear visibility into their P&L without requiring finance translation
Prepare the Rule of 40, lender-adjusted EBITDA, and ARR-based metrics that sophisticated buyers and lenders will scrutinize
Partner with the SVP of Commercial, RevOps, and department heads to build financial models that inform real operating decisions
Own the AI SEO revenue and cost forecast model, including token cost unit economics and margin trajectory by service line
Build and maintain the headcount and productivity model that tracks revenue per head, cost per head, and gross margin per head across all departments
Lead the financial analysis behind strategic initiatives including new product launches, pricing changes, and M&A evaluation
Directly mentor the FP&A Specialist, building their technical modeling capability, financial communication skills, and business acumen
Partner with the Controller on close process improvements, system automation, and financial controls strengthening
Build the templates, processes, and documentation that make the finance function less person-dependent over time

Benefits

We've been named the #1 Best Place To Work in our home state of Pennsylvania 10 times ð
We have offices in Guatemala, South Africa, St. Petersburg FL, Ft. Myers FL, Harrisburg, Lancaster, and York, PA! AND we're continuing to grow! ð±ð
Flexible Schedule (start your day between 8 and 10 am - when you do your best work!)
All technology & equipment provided (every FXer receives a tech set-up valued at ~$1500) ð¥ï¸
Profit Sharing ð°
150% Company Match Of Personal Charity Donations
Our #FXBuilds program is set to positively impact 10,000 people around the world by 2024 - and every individual FXerâs work directly contributes! ð
Supplemental Insurance
100% Company Match 401K (up to 4%) ð°
Generous Paid Time Off ð
Employee Wellness Program, including a free FitBit and fitness challenges ð
Love to learn? You sound like an FXer! FXLearns Library with hundreds of personal and professional growth books with incentive program to boot ð
Humanitarian Trips âï¸
Health/Vision/Dental Coverage, including FSA and HSA options with contribution matching ð©º
New Parent Support ð¶ð¿ð¶
Merit-based promotions (we promote from within, you will move up and grow here!)
The opportunity to be part of a passionate, driven team where we pride ourselves on delivering high-quality work that makes a real-world impact for our clients