Head of Finance - Planning and Analysis

Tripleseat is the leading web-based event management and sales platform designed for restaurants, hotels, and unique venues. Our mission is to simplify and streamline the event planning process, allowing our clients to focus on delivering exceptional customer experiences. We pride ourselves on fostering a collaborative, innovative work environment that encourages growth and development.

This role sits at the intersection of financial rigor and strategic influence, serving as a trusted finance partner to senior leaders across the business. The Strategic Finance Manager will own core FP&A processes, including budgeting, forecasting, and management reporting, while helping translate financial results into clear, actionable insights and informed decision-making. This is a high-visibility role for someone who thrives in a fast-paced environment and wants to make a direct impact on how the business grows and allocates resources.

This position has a hybrid work schedule based out of our Concord, MA office. Additional travel may be required for meetings, company events, and training.

What You'll Own Build and maintain financial models that support investment decisions, headcount planning, scenario analysis, and strategic initiatives

Partner with functional leaders across the organization to develop budgets and forecasts, evaluate performance, and support resource allocation and investment decisions

Lead the development and ongoing management of the annual budget, rolling forecasts, and long‑range financial plan

Own monthly and quarterly business review processes, including variance analysis, performance commentary, and executive reporting packages

Design and deliver executive- and board-ready materials that clearly communicate financial results, business drivers, risks, and opportunities

Improve the speed, accuracy, and scalability of reporting and forecasting through automation, AI-enabled workflows, stronger data integration, and process standardization

Collaborate with Accounting and other cross‑functional partners to ensure management reporting is accurate, consistent, and aligned with the financial statements

Lead ad hoc financial and strategic analyses that help senior leadership evaluate opportunities, manage tradeoffs, and make informed decisions

What You'll Bring Strong finance business‑partnering skills, with the ability to build credibility with senior leaders, challenge assumptions constructively, and influence business decisions

Strong FP&A experience across budgeting, forecasting, long‑range planning, management reporting, variance analysis, and scenario modeling

Advanced financial modeling and analytical skills, with the ability to connect financial performance to underlying operational and business drivers

Excellent written and verbal communication skills, including the ability to translate complex analysis into concise, executive‑ready insights and recommendations

Strong knowledge of financial statements and the relationship among the income statement, balance sheet, and cash flow statement

Understanding of SaaS or recurring‑revenue business models and key metrics such as ARR, bookings, retention, churn, gross margin, customer acquisition cost, payback period, and sales productivity

Demonstrated ability to improve reporting and planning processes through automation, standardized workflows, systems enhancements, and better use of data

Interest in and experience applying AI and automation tools to reporting, forecasting, variance analysis, and ad hoc finance workflows, with appropriate attention to accuracy and controls

Advanced proficiency in Excel or Google Sheets; experience with Salesforce, Snowflake, business intelligence tools, financial planning platforms, or SQL is preferred

Approximately 3--8 years of progressive experience in FP&A, strategic finance, corporate finance, investment banking, consulting, or another highly analytical field, including at least two years supporting business leaders with planning or reporting processes

Experience in software, SaaS, technology, or another recurring‑revenue business is strongly preferred; experience with or knowledge of payments business models and economics---including transaction volume, take rate, adoption, and processor costs---is a plus

Experience preparing financial materials for senior executives, boards, or investors is preferred

Bachelor's degree in Finance, Accounting, Economics, Business, or a related field; an MBA, CPA, CFA, or similar credential is a plus

Benefits Competitive Medical, Dental, and Vision Insurance

Company Paid Life Insurance, Short- and Long-Term Disability Plans

Flexible Paid Time Off

LinkedIn Learning Access

We are proud to be an equal‑opportunity employer and do not discriminate based on race, color, ethnicity, ancestry, religion, sex, national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, gender expression, veteran status, or genetic information.