Head of Finance - Planning and Analysis

We are a leading innovator in cloud ERP (Enterprise Resource Planning) solutions with growing businesses worldwide. Acumatica is different by design and purposely built to help small and midsized companies thrive in today's digital economy. Our industry-specific business management solution is engineered to address real-world needs, featuring intelligent workflows and market-leading usability that enable companies to manage risk, anticipate disruption, and seize new opportunities. Our principled business practices, growth-friendly licensing, and flexible deployment options put organizations in control of their own future. Acumatica is more than just a product, we are a community of partners, customers, and creators committed to elevating business performance. Our ecosystem is driven by collaboration, merging leading technology and real-world insights to put organizations control of their future. In July of 2025, Acumatica was acquired by Vista Equity Partners, a global investment firm focused on enterprise software, data and technology-enabled businesses.

Acumatica's culture is collaborative and high-energy. We value work/life balance, efficiency, simplicity, freakishly friendly customer service, and making a difference in the world. Acumatica offers exceptional professional and financial growth potential. Acumatica is hiring a Strategic Finance Director to lead high-priority strategic finance initiatives and decision support across the business. Reporting to the VP, Strategic Finance, you will partner directly with senior leaders across the company to evaluate business performance, growth opportunities, and capital allocation decisions.
Lead long-range planning, scenario analysis, and other strategic planning initiatives that help shape long-term business direction.
Own analytical frameworks that evaluate economics by sales motion and line of business, improving visibility into what is driving performance.
Lead the financial evaluation of major investments and capital allocation decisions, including development of business cases and ROI analysis to inform resource allocation.
Partner directly with senior leaders across Finance and the business to frame complex questions, evaluate tradeoffs, and advise on strategic decisions.
Lead financial planning and decision support for Payments, including forecasting, P&L management, and investment analysis.
Partner on M&A activities, leading financial modeling and analysis to support diligence and investment decisions.
Establish and improve Finance tools, reporting, automation, and analytical processes to increase decision-making speed and quality.
Bachelor's degree in Business, Finance, Accounting, or equivalent.

• 8+ years of experience in Strategic Finance, FP&A, Corporate Finance, investment banking, or a related analytical role.
• Advanced financial modeling and Excel skills.
• Demonstrated ability to independently structure and lead complex, cross-functional financial analyses and solve ambiguous business problems.
• Business judgment, with the ability to translate financial analysis into actionable recommendations.
• Experience in a SaaS / software business strongly preferred.

Acumatica is an Affirmative Action and Equal Opportunity Employer/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
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At Acumatica, certain roles are eligible for additional rewards, including annual bonus and stock. These awards are allocated based on individual performance. US-based employees gain access to healthcare benefits (medical, dental and vision insurance for you and your dependents), employer paid Short-Term/Long-Term Disability and Basic life coverage, 401(k) plan with company match, Flexible time off, sick and safe leave, among others.
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