Lead, FP&A

Job Description

Job Description

Reports To: VP, Financial Planning & Analysis (FP&A) 

As Lead, FP&A, you’ll help the business understand performance, plan effectively, and make informed decisions through strong financial analysis, reporting, and partnership.

This role is ideal for someone who can lead FP&A workstreams, translate data into insights, and improve how finance supports the business.

Work Location

This position is eligible for remote work. Priority consideration will be given to candidates based in the DMV (DC, MD, VA) area to support occasional in-person collaboration.

We also welcome applications from candidates located in the following states, based on business needs and the availability of specialized talent:

AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, KY, LA, MA, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TX, WA, WI, WV, WY.

At this time, we are only able to consider candidates residing in these states.

What You’ll Do

• Lead budgeting, forecasting, planning, and business review processes.
• Prepare executive and board-level reporting with clear insights and recommendations.
• Analyze performance, explain variances, andidentifyrisks and opportunities.
• Partner with business leadersonfinancial modeling, scenario planning, and decision support.
• Use tools such as SQL, Power BI, and FP&A systems to improve reporting and analysis.
• Improve FP&A processes, reporting routines, and use of automation or AI-enabled tools.

What You Bring

• 4–6years of progressive FP&Aexperience,with at least 2 yearsinaSaaStechnologybusiness.
• Strong budgeting, forecasting, variance analysis, financial modeling, and management reporting skills.
• Experiencepreparing executive or board-level financial reporting.
• Strong analytical skills, including SQL, Power BI, dashboards, and large datasets.
• Ability to explain financial insights clearly to non-finance partners and senior stakeholders.
• Collaborative, curious, and comfortable improving processes in a changing environment.
• Strong understanding of SaaS metrics and KPIs and ability to own the end-to-end revenue forecast model for a SaaS business, with full waterfall from bookings to billings to recognized revenue

Why This Role Matters

FP&A helps connect financial performance to business decisions. In this Lead role, you’ll bring clarity to the numbers and help strengthen how finance supports the organization.

Teams You’ll Collaborate With

• Executive Leadership and Board stakeholders 
• Accounting and Finance 
• Operations and Business Unit Leaders 
• Data, Analytics, and Technology partners 

What Makes This Role Appealing

• Lead meaningful FP&A workstreams with visibility to senior leaders.
• Partneracross the business to influencedecisions.
• Improve reporting, processes, and the use of data and automation.

Success Looks Like

• Trusted forecasts, budgets, and reporting.
• Clear insights that support better decisions.
• Stronger partnerships, models, and FP&A processes.

About Casepoint:

Casepoint empowers government agencies and enterprises to discover, secure, and activate defensible insights with confidence across their most critical legal, regulatory, and compliance workflows. From global enterprises to major federal agencies, including the Department of War, organizations rely on Casepoint to unify legal hold, eDiscovery, investigations, FOIA, regulatory, and compliance response together in one secure platform.

Built on an award-winning, cloud-native foundation with FedRAMP® High and DOD Impact Levels 5 (IL5) and 6 (IL6) authorizations, Casepoint combines purpose-built workflows with transparent, auditable AI and advanced analytics to help teams move faster, reduce risk, and maintain control under scrutiny. Through long-term partnership and responsive support, Casepoint works alongside customers to strengthen operations over time, ensuring lasting control, custody, and confidence in their data. For more information, visit

Casepoint is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or any other protected characteristic.