Head of FP&A (Remote)
Paylocity
The Director of Financial Planning & Analysis will own and lead the Company’s financial planning, forecasting, performance management and strategic financial analysis. Reporting to the CFO, this hands-on role will partner closely with executive and functional leadership to deliver actionable financial insights, drive operating performance, and support EBITDA growth, cash flow, and value creation.
Financial Planning & Forecasting: Lead the annual budgeting, forecasting and long-range planning processes; develop driver-based forecasts and provide clear visibility into financial performance, risks and opportunities.
Financial Modeling: Develop and maintain complex financial models, including driver-based models, scenario analyses and project profitability models, to support strategic decision-making and investment decisions.
Performance Management & Analytics: analyze key business and operational drivers and clearly communicate performance, trends, risks and opportunities to leadership.
Business Partnership: Serve as strategic finance partner to functional and department leaders in Sales, Operations, Product and Technology, to optimize resource allocation, evaluate investment decisions and drive operational efficiency.
Financial Reporting & Analysis: Lead monthly financial performance analysis, including budget/forecast variances, business drivers and forward-looking risks and opportunities; partner with Accounting to ensure alignment between financial results and management reporting.
partner with Sales and Operations to identify and execute opportunities to improve profitability.
Mergers & Acquisitions: Lead financial due diligence for acquisitions and divestitures; partner with legal, tax, and operations through transaction execution; and own post-close financial integration, including synergy identification, tracking and realization against the investment case.
Private Equity & Executive Reporting: Prepare board decks, lender packages and private equity sponsor reporting.
Bachelor's degree in Finance, Accounting or related field required; CPA, MBA or other relevant advanced qualification preferred.
- 8+ years of progressive FP&A experience, including experience operating at a senior level and partnering directly with executive leadership.
- Advanced Excel and financial modeling skills required.
- Demonstrated ability to combine strategic financial thinking with hands-on execution, including building financial models, performing detailed analysis and developing executive-level reporting.
- Demonstrated experience with pricing, gross margin and profitability analysis, preferably in a services or technology-enabled services environment.
- Experience within the LegalTech, SaaS, or eDiscovery/Professional Services industry is a significant advantage.
- Working knowledge of applicable financial practices and procedures (GAAP/IFRS).
- Experience with ERP systems and financial planning, reporting and business intelligence tools.
- Proven ability to communicate complex financial information to executives and investors.
- Prolonged periods sitting at a desk and working on a computer.
Repario offers an extensive array of benefits that help our employees improve their quality of life. The following benefits create added value to the work experience and make us a premier employer:
- 100% Telecommute positions
- Health, Dental and Vision Insurance
- Flexible Time Off (FTO)
Repario is an international, end-to-end eDiscovery service provider founded in 2023. Established via the merger of five established eDiscovery companies, each bringing their own expertise and specialty areas to our consolidated practice, Repario offers a comprehensive suite of services unmatched elsewhere in the industry. We provide expert digital forensics, incident response and eDiscovery solutions focused primarily on the legal sector. We are a growing, entrepreneurial company seeking top-tier talent to help us provide exceptional value to our existing clients, while assisting in growing our market share and geographic footprint. We prioritize accuracy, security and timely delivery and are dedicated to providing our clients with the highest level of service and support.
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