Director of Financial Planning and Analysis

Role: Director of FP&A at a fintech company

Reports to: CFO

Compensation: $180,000 – $220,000 base + Bonus + Equity

Location: San Francisco, CA (Hybrid – 3 days a week in office)

About the role

We are seeking a highly strategic and hands-on Director of FP&A to lead our financial planning and analysis function. This role will own the company’s financial planning, forecasting, and performance insights, serving as a critical thought partner to executive leadership, the Board, and investors.

Reporting to the CFO, the Director of FP&A will be responsible not just for financial outputs, but for helping the business understand reality, anticipate outcomes, and make better decisions in a complex, global payments environment. This is not merely a reporting role. It is a leadership role that requires strong judgment, deep operational understanding, and the ability to translate complexity into clear, actionable insight.

Responsibilities

• Own and lead the annual financial planning process, rolling forecasts, and long-range plans with clear timelines, accountability, and rigor.
• Build and maintain driver-based financial forecasts grounded in operational reality, explicitly modeling seasonality, onboarding ramps, client concentration, timing lags, and variability.
• Deliver timely and insightful budget vs. actuals analysis, translating financial variances into underlying operational and commercial drivers.
• Provide client- and cohort-level financial insight, including analysis of top clients, pipeline dynamics, onboarding progress, churn, and margin performance.
• Proactively identify risks, trade-offs, and emerging issues, communicating decision points early rather than explaining outcomes after the fact.
• Partner closely with Revenue Operations, Solutions Engineering, Strategic Finance, and Treasury to ensure financial narratives align with commercial and operational reality.
• Develop financial models and conduct scenario analysis to evaluate growth initiatives, investments, and strategic decisions.
• Lead, mentor, and develop a high-performing FP&A team, raising the standard for analytical thinking, judgment, and business understanding.
• Prepare and support financial materials for executive leadership, the Board, and investors, including data room support and diligence requests.
• Implement and scale next-generation FP&A systems and dashboards that integrate financial and operational data, reducing reliance on spreadsheet-centric workflows.

Requirements

• MUST have worked for a fintech company
• 12+ years of progressive experience in FP&A, corporate finance, investment banking, or related roles.
• Proven ownership of complex, end-to-end planning and forecasting processes in high-growth, global environments.
• Demonstrated ability to build driver-based financial models that reflect how the business actually behaves, not simplistic averages.
• Strong judgment and intellectual curiosity, with a track record of constructively challenging assumptions and anticipating leadership questions.
• Ability to clearly communicate financial insights and implications to executive, Board, and investor audiences.
• High proficiency in Excel and modern financial planning and analytics tools.
• Ability to manage ambiguity, large data sets, and multiple concurrent priorities with discipline and clarity.