Head of Finance - Planning and Analysis

Reports To: Chief Financial Officer
BlueVoyant is seeking a driven and experienced Director, Strategic Finance to join our Finance leadership team. Reporting directly to the Chief Financial Officer, this is a high-impact leadership role that combines strategic finance, financial planning and analysis (FP&A), investor relations, capitalization table management, and board-level reporting
The Director, Strategic Finance will serve as a trusted business partner to the CFO, CEO, and executive leadership team, providing financial insights, forecasting, and strategic analysis that support growth initiatives, capital allocation decisions, and stakeholder communications
Lead the annual budgeting process and manage rolling forecasts in partnership with the CFO and business leaders
Develop, maintain, and enhance cash-basis and GAAP-basis budgets and forecasts across the organization
Own and maintain the company’s multi-year financial model, ensuring alignment with evolving business strategies, revenue streams, and cost structures
Deliver regular reporting on revenue, billings, forecasts, and financial performance
Identify opportunities to improve FP&A processes, forecasting accuracy, financial reporting, and supporting technologies
Support the CFO on capital raises, mergers and acquisitions, and other strategic finance initiatives
Own and maintain the company’s capitalization table, ensuring accuracy across equity issuances, financing rounds, and secondary transactions
Partner with the CFO and CEO to develop board presentations, investor materials, and executive-level reporting packages
Partner with Sales Leadership and Sales Operations to support executive reporting and business performance analysis
Develop and maintain dashboards and reporting tools leveraging Salesforce and other data sources
Analyze sales performance, attainment metrics, pipeline trends, and forecast impacts
Participate in executive business reviews and provide financial insights to support decision-making
Build business cases and financial models for new products, services, strategic initiatives, and acquisition opportunities
Benefits Medical coverage for employees and their dependents
Dental coverage for employees and their dependents
Life insurance
Short-term and long-term disability
Retirement/401(k) plans (US & Canada)
Extensive paid holiday schedule
This role is ideal for a hands-on finance leader who thrives in a fast-paced technology environment and can balance long-term strategic planning with operational financial managementStrong understanding of GAAP financial reporting and financial planning methodologiesAdvanced proficiency in Microsoft Excel and PowerPoint, with experience creating executive and board-level presentationsStrong financial modeling, analytical, and problem-solving capabilitiesSelf-starter with the ability to work independently and effectively in a dynamic, fast-paced environmentExperience supporting investor communications and/or capitalization table management7+ years of progressive experience in FP&A, strategic finance, corporate finance, investor relations, or related finance functions within a high-growth technology or SaaS environmentProven experience owning complex financial models and leading annual budgeting and forecasting processesExceptional attention to detail, organizational skills, and ability to manage multiple priorities within tight deadlinesExcellent written and verbal communication skills, including the ability to present complex financial concepts to executive and non-financial audiencesExperience in investment banking, corporate development, private equity, venture capital, or mergers and acquisitionsMBA, Master’s degree in Finance, or CFA designationExperience with advanced analytics and reporting tools such as Power BI, Tableau, or PythonExperience working with NetSuite and SalesforcePrior experience within a cybersecurity, SaaS, or other high-growth technology company

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