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. #J-18808-Ljbffr