Director, Financial Planning & Analysis

Job Location (Short): Houston, Texas-USA | Madison, Alabama-USA
Workplace Type: Hybrid
Req Id: 2737

Responsibilities Overview

The Global Head of Financial Planning & Analysis (FP&A) will lead the company’s global financial planning, forecasting, and performance management activities. This role is for a strategic finance leader who partners closely with executive leadership, Sales, Product Development, Portfolio Strategy, and Customer Success to drive data‑driven decision making, optimize growth, and ensure financial discipline in a fast‑paced technology company. This role is a direct report to the VP, Global Finance & Operations. The ideal candidate will bring strong business acumen, software industry background and the ability to translate complex financial data into clear insights that influence strategy and execution.

Responsibilities

• Develop and execute our financial strategy in partnership with the company’s senior leadership, that drives growth and positions the company to achieve its financial goals.
• Partner with sales and sales leadership to influence strategic sales process objectives, pricing, packaging and deal value maximization.
• Lead, coach, and direct the FP&A function, including budgeting and forecasting at the business line and corporate levels, as well as oversee actionable financial reporting to senior leadership and the board of directors to help them understand the company's financial health, performance drivers, and areas of risk.
• Manage, mentor, and develop a high‑performing team of FP&A professionals, fostering an inclusive culture focused on supporting the long‑term strategy of the company. Work closely with the team to continuously improve the FP&A processes, systems, and tools to increase the accuracy and timeliness of financial reporting and forecasting.
• Provides support to the VP, Global Finance & Operations, CFO, CEO and IR in preparation of board presentations, earnings call material and capital market related material.
• Consolidation of globally matrixed FP&A organization to support a streamlined future state reporting process, taking the structure of Octave reporting to a global level.
• Lead company‑wide financial planning cycles, including the long‑range financial planning process, annual plan and monthly/quarterly forecasts. Build financial models that incorporate business strategies and market conditions, ensuring the company is financially prepared for future growth and challenges.
• Drive and manage strategic headcount planning in close partnership with Talent Acquisition and People teams, ensuring alignment with business objectives and resource allocation across departments.
• Partner with senior executives and their leadership teams and advise on all financial planning and analysis related activities providing insights and recommendations on how financial decisions affect the overall strategy and financial outcomes.
• Develop and manage budgets to relevant Key Performance Indicators (KPIs) to measure operational efficiency and deliver consistent financial reporting across the organization, these include ARR, Retention, Churn and various high focus KPIs.
• Advance the team’s strategy around leveraging technology to streamline and improve forecasting, budgeting, and financial reporting. ERP implementation experience is a plus.
• Work with the Finance and Legal team ensuring financial reporting complies with regulatory requirements, including SEC filings (10‑K, 10‑Q, 8‑K, etc.).
• Identify and evaluate financial risks that could impact the company’s profitability, liquidity, or strategic initiatives. Partner cross‑functionally with other departments to develop strategies to mitigate financial risks, such as currency fluctuations, commodity price changes, or geopolitical events.
• Maintain data accuracy ensuring consistent and reliable decision‑making.
• Provide strategic & analytical support to M&A activity and other strategic projects as needed.

Education / Qualifications

• 10+ years of progressive finance leadership experience including experience in FP&A, preferably with exposure to enterprise SaaS (technology industry experience preferable but not required)
• Demonstrated experience leading a high‑performing FP&A function, ideally with a track record of upgrading and enhancing systems, processes and reporting
• Exceptional understanding of business and financial models with demonstrated success in building simple and complex financial models that inform decision‑making and business outcomes
• Demonstrated experience coaching, developing and mentoring FP&A teams within a complex, matrixed organization.
• Exceptional communication, collaboration, and interpersonal skills, including the ability to interact effectively with all areas and levels of the company and to distill complex financial information into a narrative that enables decision making.
• Collaborative attitude and the ability to establish solid partnerships and build consensus at all levels of the organization
• Willingness to disrupt the status quo to create positive change and improve the impact of FP&A across the business
• Critical thinking, problem solving and inquisitiveness coupled with a desire to continuously learn new skills.
• An ability to make decisions and move forward with limited information navigating ambiguity with poise and gravitas
• Ability to think beyond your immediate team and contribute to making Octave holistically better
• Experience with OneStream required
• Knowledge of Adaptive Planning, Workday, and data visualization tools such as Tableau a plus

About Octave

Octave provides mission‑critical software that empowers organizations to make informed decisions across every stage of the asset lifecycle — Design, Build, Operate and Protect — where performance, safety, and reliability are non‑negotiable and failure is not an option.

Turning complex operational data into actionable intelligence, Octave connects expertise, real‑world conditions and enterprise‑scale insight to improve performance, resilience and incident response where it matters most.

Octave has approximately 7,200 employees in 45 countries. Learn more at octave.com and follow us on LinkedIn.

Why work for Octave?

All in. Always forward. That's the way we do things around here. We put trust in our people because we believe it's the best way to unleash potential, bring ideas to life, and keep moving ahead. And it's why we're committed to creating an environment that's truly supportive, providing you with the resources you need to support your ambitions, no matter who you are or where you are in the world.

Everyone is welcome

At Octave, we believe that diverse and inclusive teams are critical to the success of our people and our business. Here, everyone is welcome. As an inclusive workplace, we don't discriminate. In fact, we embrace differences and are fully committed to creating equal opportunities, an inclusive environment, and fairness for all. Respect is the cornerstone of how we operate, so speak up and be yourself. You're valued here.