Director, Financial Planning & Analysis (FP&A)

Corporate Finance Institute® (CFI) is the leading, accredited provider of online courses, certifications and productivity tools for finance professionals. Since 2016, we have helped over one million learners and organizations access hands-on, expert-led training to develop best-in-class finance skills for the real world. With strong revenue growth across 170+ countries, CFI is high-energy and fast-paced. We strive to foster a work environment where our team of 50 employees can have fun, express a high degree of creativity and collaboration, and are empowered and motivated to succeed. We have won multiple awards through the years, including Inspiring Workplace of the Year and Canada's Most Admired Corporate Cultures. To learn more about CFI click here! https://corporatefinanceinstitute.com CORPORATE FINANCE INSTITUTE Director, Financial Planning & Analysis (FP&A) Direct Reports: 1 PURPOSE The Director of FP&A is a finance leader who drives data-informed decision-making across CFI. Reporting to the VP Finance & Accounting, this role partners across the business. The ideal candidate combines deep financial modeling expertise with a passion for developing people, a command of SaaS and marketing analytics, and hands-on experience with financial planning systems. KEY RESPONSIBILITIES • Financial Planning, Modeling & Forecasting • Prepare the annual budget, periodic re-forecasts, and rolling 13-week cash flow forecast across all business units • Build and maintain dynamic three-statement models supporting scenario analysis • Lead monthly close analysis with variance reporting, clear driver narratives, and recommended corrective actions • Assist with preparation of board presentations, investor materials, and executive dashboards • SaaS Metrics & Business Analytics • Own CFI’s SaaS KPI framework: ARR, GRR, NRR, CAC, LTV, LTV:CAC, payback period, magic number and rule of 40 • Build cohort analysis models to track retention curves, expansion revenue, and unit economics across segments • Partner with Data/BI teams to create self-serve dashboards that democratize access to key metrics • Marketing & Go-to-Market Analytics • Serve as finance partner to Marketing and Go-to-Market, building ROI models for paid acquisition, content, SEO, and lifecycle campaigns • Analyze full-funnel performance (traffic → leads → trials → conversions → revenue) with channel attribution • Track and forecast CAC by channel and cohort; provide actionable recommendations on spend allocation and efficiency • Systems, Tools & Process Excellence • Lead evaluation and implementation of FP&A planning tools • Drive integration between ERP, CRM, billing systems, and FP&A platforms to create a single source of financial truth • Champion automation of recurring reporting and data consolidation to free the team for strategic work • People Leadership & Team Development • Create individualized career development plans with clear milestones, stretch assignments, and regular coaching • Foster a culture of intellectual curiosity and business partnership—strategic advisors, not report generators • Communicate SLT decisions and initiatives top-down to help the team better align personal and team goals with company directions • Cross-Functional Partnership • Act as a proactive business partner to department heads, bringing financial perspective to operational decisions • Translate complex financial data into clear, actionable narratives for non-finance audiences • Support ad-hoc analysis as requested by the VP Finance & Accounting and SLT SUCCESS METRICS Forecast Accuracy: Revenue variance within ±5%; expense variance within ±10% SaaS KPI Rigor: Timely, accurate reporting of core SaaS metrics with trend analysis Systems: FP&A planning tool implemented within first 12 months Team Development: Direct reports growing in scope; strong engagement scores • REQUIRED QUALIFICATIONS • Bachelor’s in Finance, Accounting, or Economics; MBA, CPA, CFA, strongly preferred • 8–12+ years of progressive FP&A or strategic finance experience, with 3+ years leading and developing a team • Deep SaaS or subscription-business experience with proven command of recurring revenue metrics and unit economics • Hands-on experience implementing FP&A systems (Aleph, Abacum, Drivetrain, or similar) • Advanced financial modeling skills: three-statement models, DCF, scenario analysis, cohort modeling • Strong knowledge in Excel and Gsuite tools • Proficiency with ERP, CRM (Salesforce/HubSpot), and BI tools (Tableau, Looker) • Experience with marketing analytics including CAC/LTV analysis, funnel m

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