Director of Financial Planning & Analysis

Requirements • 5–8+ years of experience in FP&A, strategic finance, investment banking, consulting, or related finance roles • Experience in high-growth SaaS or software businesses • Strong understanding of SaaS metrics, including ARR, NRR, CAC, LTV, churn, and revenue forecasting • Advanced financial modelling and Excel / Google Sheets skills • Experience preparing executive and board-level reporting materials • Strong analytical, communication, and presentation skills • Proven ability to influence cross-functional stakeholders • Experience managing or mentoring junior team members • Bachelor’s degree in Finance, Accounting, Economics, or a related field • (Desirable) Familiarity with FP&A platforms (Adaptive, Anaplan, Mosaic, Pigment, etc.) • (Desirable) Experience with BI tools such as Tableau • (Desirable) CPA, CFA, or MBA is considered an asset • (Desirable) Experience in venture-backed or PE-backed software companies What the job involves • We are seeking a highly analytical and business-oriented Director, Financial Planning & Analysis to lead core financial planning and analysis activities while supporting executive decision-making across the organization • The Director, FP&A, will lead the company’s financial planning, forecasting, management reporting, and strategic finance functions • This role requires a highly analytical finance leader with strong SaaS operating model expertise, executive communication capabilities, and experience building scalable planning processes in a high-growth environment • The Director will oversee core FP&A operations, manage and mentor team members, and partner cross-functionally with leaders across Sales, Marketing, Customer Success, Product, Engineering, and Operations • This is a highly visible role with regular interaction with executive leadership, Board members, and investors • Lead the company’s annual budgeting process, quarterly reforecasting, and long-range financial planning • Own consolidated SaaS operating model including ARR, revenue, bookings, churn, CAC, gross margin, and operating expense forecasting • Develop driver-based financial models to support growth planning and investment decisions • Monitor actuals vs. forecast and provide variance analysis with actionable recommendations • Own monthly, quarterly, and annual reporting packages for executive leadership and Board of Directors • Deliver insights into company performance, key SaaS metrics, cash flow, and operational efficiency • Translate complex financial and operational data into actionable recommendations for senior stakeholders • Support investor relations, fundraising activities, lender reporting, and due diligence processes as needed • Serve as a strategic finance partner to GTM, Product, Engineering, and Customer Success leadership teams • Drive accountability around departmental budgets, hiring plans, and operational KPIs • Conduct scenario analysis and sensitivity modelling to support strategic decision-making • Identify opportunities to improve efficiency, margin performance, and resource allocation • Partner with budget owners to evaluate hiring plans, resource allocation, pricing, and operational initiatives • Analyze SaaS metrics and unit economics to improve forecasting accuracy and business performance • Manage and mentor StratFin Manager team members • Review and consolidate departmental submissions and reporting deliverables • Establish reporting standards, planning processes, and financial controls across FP&A activities, inclusive of updating the Playbook • Help build a high-performing, scalable finance function aligned to company growth objectives • Improve financial planning processes, reporting automation, and data quality • Partner with the Business Operations, Data, and Finance teams to streamline reporting infrastructure • Support implementation and optimization of FP&A and BI tools • Maintain financial models and ensure consistency across reporting outputs #J-18808-Ljbffr

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