Director of Financial Planning and Analysis

Director of FP&A

Must have SaaS experience

100% Remote

MBA or CPA is preferred

We are seeking a Global FP&A Leader who will be a key member of the Finance leadership team reporting to the CFO, responsible for driving financial planning, budgeting, forecasting, and analysis processes that support strategic decision-making at all levels of the organization. This role will also work closely with the CEO, senior executives, department heads, and other stakeholders to provide financial insights and recommendations that help guide the company’s growth, profitability, and operational efficiency. The ideal candidate will have experience working with a private equity backed Saas software business including a strong background in SaaS financial modelling, a deep understanding of key SaaS metrics (ARR, LTV, CAC,churn, etc.), and a proven ability to translate complex financial data into actionable insights. This is a hands-on,

high-impact role suited for a strategic thinker with exceptional leadership, communication, and analytical skills.

The ideal person will also have finely tuned leadership skills, attention to detail, and the ability to develop reliable systems and processes, and overall accountability in a fast-paced environment.

Main Responsibilities

 Financial Planning & Forecasting:

Lead the development of the company’s annual budget, quarterly forecasts, and long-term financial plans. Experience with developing good forward looking visibility and ability to work with sales to forecast and track revenues and operating teams to forecast and track costs. Ensure that financial projections align with company goals, growth strategies, and operational objectives.

 SaaS Metrics & Performance Analysis:

Develop and maintain models for key SaaS metrics, including Annual Recurring Revenue (ARR),

Customer Acquisition Cost (CAC), Lifetime Value (LTV), churn, and gross margin. Develop and

maintain a revenue cube to perform these Saas metrics on a cohort basis. Provide insights and

recommendations based on these metrics to optimize revenue growth and operational efficiency.

 Business Partnering & Strategic Guidance:

Partner with senior leadership and department heads to provide financial insights and

recommendations that inform business decisions. Translate financial data into clear, actionable insights to drive growth and improve profitability across departments.

 Variance Analysis & Reporting:

Prepare and present regular reports on financial performance, highlighting variances from budget and forecast. Analyze trends and performance drivers, offering proactive solutions to address challenges and capitalize on opportunities.

 Operational Efficiency & Process Improvement:

Drive continuous improvements in FP&A processes, tools, and systems. Partner with the Controller and accounting team to ensure good consistent data and flow of information to enable analysis. Lead the adoption of new technologies and methodologies to enhance forecasting accuracy, financial reporting, and business analytics.

 Investor & Board Reporting:

Prepare and present financial reports, forecasts, and analysis for investors, board members, and other key stakeholders. Ensure financial communications are clear, transparent, and aligned with the company’s strategic vision.

 Team Leadership & Development:

Lead and mentor a team of financial analysts. Foster a culture of collaboration, continuous learning, and professional development within the FP&A team.

 M&A Experience:

 Assist with M&A related analysis and support post-close integration and FP&A including mapping data streams, developing proforma analysis, developing consolidated forecasting processes, etc.

 Ad-hoc Analysis & Special Projects:

Provide financial analysis and strategic support for special projects, including fundraising, M&A activity, product launches, and pricing strategies.

Requirements

 Education & Experience:

o Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA is a plus).

o 8+ years of experience in financial planning and analysis, with at least 3-5 years in a leadership

role.

o Extensive experience working in a private equity-backed B2B SaaS software business.

o Extensive experience in SaaS financial modeling and deep knowledge of SaaS financial

metrics (ARR, CAC, LTV, churn, etc.).

o Experience working in a high-growth, fast-paced environment, preferably within a SaaS or

technology company.

 Technical Skills:

o Strong proficiency in financial modeling and analysis using Excel and financial planning

software (e.g., Adaptive Insights, Anaplan, NetSuite).

o Experience with business intelligence tools (e.g., Tableau, Power BI, Looker) is a plus.

o Proven ability to cleanse data and set-up better systems, processes, data architecture to

improve analysis, streamline reporting and produce high-quality analysis.

o Familiarity with ERP systems (e.g., NetSuite, Salesforce, etc.) and CRM tools.

 Core Competencies:

o Strong analytical skills and the ability to interpret complex financial data to drive strategic

insights.

o Proven ability to communicate financial information to non-financial stakeholders, including

senior leadership and investors.

o Excellent leadership, project management, and organizational skills.

o High attention to detail, with a track record of delivering accurate and timely financial reports.

o Strong business acumen and ability to balance financial rigor with strategic flexibility.

 Cultural Fit:

o A proactive, solutions-oriented mindset with the ability to thrive in a rapidly evolving

environment.

o Strong collaboration skills and a willingness to work cross-functionally with teams across the

business.

o Ability to be both hands on and think strategically.

o Passion for working in a fast-paced, high-growth SaaS environment.