FP&A Director

Job Description

Job Description

Overview

A high-growth, private equity-backed SaaS organization is seeking a Director of FP&A to partner directly with executive leadership and help scale the company's financial infrastructure. This is a highly visible role with direct exposure to the CFO and Board, offering the opportunity to shape financial strategy, influence key investment decisions, and build the FP&A function from the ground up.

This is an ideal opportunity for a hands-on, analytically strong finance leader who thrives in a fast-paced, data-driven environment and wants to play a meaningful role in driving long-term growth, operational efficiency, and enterprise value creation.

Key Responsibilities

Financial & Management Reporting

• Own end-to-end financial reporting processes (monthly, quarterly, annual)
• Build and enhance management reporting across P&L, balance sheet, and cash flow
• Develop KPI dashboards and performance scorecards for leadership and board reporting
• Deliver insightful variance analysis with actionable recommendations
• Establish scalable reporting processes and timelines to improve speed and accuracy

Financial Planning & Forecasting

• Build and maintain driver-based, three-statement financial models
• Lead the annual budgeting process, including timelines, consolidation, and approvals
• Manage rolling forecasts and long-range strategic planning models
• Partner cross-functionally to support departmental budgeting and headcount planning
• Develop business cases and support strategic initiatives, including potential M&A

Revenue & Profitability Analytics

• Analyze revenue streams, ARR composition, and pricing strategies
• Evaluate profitability across products, customer segments, and channels
• Monitor SaaS metrics including retention, churn, CAC, LTV, and unit economics
• Perform scenario and sensitivity analyses to support growth and margin optimization

Executive & Board Reporting

• Prepare financial presentations for board meetings and investor updates
• Support executive leadership in developing the financial narrative and strategic insights
• Build dashboards and analyses to track performance against growth initiatives

Qualifications

Required:

• 8-12 years of progressive FP&A and/or financial reporting experience
• Strong background in SaaS, subscription, or recurring revenue business models
• Proven experience building driver-based financial models and multi-year forecasts
• Track record of owning reporting infrastructure and full budget cycles
• Advanced Excel modeling skills
• Ability to translate complex data into clear, executive-level insights
• Bachelor's degree in Finance, Accounting, Economics, or related field

Preferred:

• Experience in HCM, payroll, or services-heavy SaaS environments
• Exposure to private equity-backed companies or M&A activity
• SQL or experience working with large operational datasets
• Familiarity with FP&A tools and accounting systems

Key Competencies

• Ownership & Initiative: Proactively identifies gaps and implements solutions
• Analytical Rigor: Builds accurate, scalable, and decision-ready financial models
• Strategic Mindset: Connects financial insights to broader business objectives
• Executive Communication: Confidently presents insights to senior leadership and board
• Cross-Functional Influence: Partners effectively across finance and operations

Pay Details: $200,000.00 to $225,000.00 per year

Search managed by: Andre Roesmaladi

Equal Opportunity Employer/Veterans/Disabled

Military connected talent encouraged to apply

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