Director, Financial Planning and Analysis (B2B, Fintech, SaaS)

Job Description

Job Description

Who We Are:

At Emburse, you’ll not just imagine the future – you’ll build it. As a leader in travel and expense solutions, we are creating a future where technology drives business value and inspires extraordinary results. Our AI-powered platform helps organizations modernize financial operations, increase visibility, and optimize spend across the enterprise.

We are seeking a Director, Financial Planning and Analysis to lead and serve as the senior finance business partner to our Go-to-Market and functional leadership teams. This is a pivotal role in the evolution of Emburse’s FP&A organization — one that demands equal parts financial rigor, commercial instinct, and the ability to develop a high-performing team of finance professionals.

The Director will own the full B/U FP&A function, including Revenue forecasting, expense management across commercial and operational functions, and the planning and forecasting process for the business units. They will lead a team and be expected to elevate both the analytical output and the business partnering capability of the team in supporting Emburse’s growth.

The ideal candidate is a mature finance leader who has supported a full P&L, with demonstrated depth across GTM and SaaS revenue drivers, including ARR, bookings, pipeline analytics, and customer economics, as well as the commercial expense structures underpinning the SaaS business model.

**Please note this is a hybrid role (3 days a week in our Addison, TX office) and we are NOT able to offer sponsorship now or in the future**

• Serve as the primary senior finance partner to functional business unit leaders, building trusted
  relationships that make FP&A a thought leader
• Lead the Annual budget and monthly forecast process ensuring alignment with Emburse’s
  strategic goals while driving B/U accountability for financial results
• Own the revenue and bookings forecast across segments and product lines, partnering with
  Sales leadership to build and maintain driver-based models
• Responsible for Revenue, Expense, and KPI reporting, while articulating business drivers of
  financial results and variances
• Collaborate cross-functionally across B/U operations to build alignment and credibility of
  analytical support for financial projections, initiatives, and investments
• Partner with the VP, FP&A and Strategic FP&A function to ensure integration of financial
  forecasts, analysis, and narratives within consolidated deliverables such as board reporting, long
  term financial planning, and financial reporting
• Ensure the integrity and analytical depth of financial metrics, working across CRM and billing
  systems to produce reliable, decision-grade data
• Lead and support transformation initiatives such as creation or enhancement of operating KPIs,
  automation through AI enablement and adoption, and standardization of reporting cadences
• Establish consistent analytical standards, modeling hygiene, and communication norms across
  the B/U FP&A function
• Coach and develop a team of four FP&A professionals to build a capable, insight-driven finance
  function

• Bachelors Degree within Finance (MBA Preferred) OR proven equivalent work history
• 8-12 years of progressive FP&A experience, with a track record of increasing responsibility
• 6+ years of experience in a leadership role
• Deep understanding of SaaS Revenue and Expense drivers within a FP&A function
• Strong command of GTM framework and metrics
• Prior ownership of planning and forecasting cycles (including annual budget, monthly forecast, and long-range plan)
• Proven ability to build and maintain trusted relationships with senior business unit leaders
• Exceptional communication skills — able to deliver financial narratives to senior leadership that connect the numbers to the business and drive action
• Experience in utilization of CRM and billing system data (e.g., Salesforce, NetSuite) preferred
• Ability to leverage AI (Claude, ChatGPT, Gemini) to create process efficiencies and automation

Why Emburse?

Finance is changing—and at Emburse, we’re leading the way. Our AI-powered solutions help organizations eliminate inefficiencies, gain real-time visibility, and optimize spend—so they can focus on what’s next, not what’s slowing them down.

•A Company with Momentum – We serve 12M+ users across 120 countries, helping businesses modernize

their finance operations.

•A Team That Innovates – Work alongside some of the brightest minds in finance, tech, and AI to solve real-

world challenges.

•A Culture That Empowers – Competitive pay, flexible work, and an inclusive, collaborative environment that

supports your success.

•A Career That Matters – Your work here drives efficiency, innovation, and smarter financial decision-making

for businesses everywhere. 

Shape your future & find what’s next at Emburse. 

Emburse provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Emburse complies with applicable state and local laws governing nondiscrimination in employment in every location where the company has facilities. This policy applies to all terms and conditions of employment.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.