OverviewA high-growth, private equity-backed SaaS organization is seeking a Director of FP&A to partner directly with executive leadership and help scale the company's financial infrastructure. This is a highly visible role with direct exposure to the CFO and Board, offering the opportunity to shape financial strategy, influence key investment decisions, and build the FP&A function from the ground up.
This is an ideal opportunity for a hands-on, analytically strong finance leader who thrives in a fast-paced, data-driven environment and wants to play a meaningful role in driving long-term growth, operational efficiency, and enterprise value creation.
Key ResponsibilitiesFinancial & Management Reporting- Own end-to-end financial reporting processes (monthly, quarterly, annual)
- Build and enhance management reporting across P&L, balance sheet, and cash flow
- Develop KPI dashboards and performance scorecards for leadership and board reporting
- Deliver insightful variance analysis with actionable recommendations
- Establish scalable reporting processes and timelines to improve speed and accuracy
Financial Planning & Forecasting- Build and maintain driver-based, three-statement financial models
- Lead the annual budgeting process, including timelines, consolidation, and approvals
- Manage rolling forecasts and long-range strategic planning models
- Partner cross-functionally to support departmental budgeting and headcount planning
- Develop business cases and support strategic initiatives, including potential M&A
Revenue & Profitability Analytics- Analyze revenue streams, ARR composition, and pricing strategies
- Evaluate profitability across products, customer segments, and channels
- Monitor SaaS metrics including retention, churn, CAC, LTV, and unit economics
- Perform scenario and sensitivity analyses to support growth and margin optimization
Executive & Board Reporting- Prepare financial presentations for board meetings and investor updates
- Support executive leadership in developing the financial narrative and strategic insights
- Build dashboards and analyses to track performance against growth initiatives
QualificationsRequired:- 8-12 years of progressive FP&A and/or financial reporting experience
- Strong background in SaaS, subscription, or recurring revenue business models
- Proven experience building driver-based financial models and multi-year forecasts
- Track record of owning reporting infrastructure and full budget cycles
- Advanced Excel modeling skills
- Ability to translate complex data into clear, executive-level insights
- Bachelor's degree in Finance, Accounting, Economics, or related field
Preferred:- Experience in HCM, payroll, or services-heavy SaaS environments
- Exposure to private equity-backed companies or M&A activity
- SQL or experience working with large operational datasets
- Familiarity with FP&A tools and accounting systems
Key Competencies- Ownership & Initiative: Proactively identifies gaps and implements solutions
- Analytical Rigor: Builds accurate, scalable, and decision-ready financial models
- Strategic Mindset: Connects financial insights to broader business objectives
- Executive Communication: Confidently presents insights to senior leadership and board
- Cross-Functional Influence: Partners effectively across finance and operations
Pay Details: $200,000.00 to $225,000.00 per year
Search managed by: Andre Roesmaladi
Equal Opportunity
Employer/Veterans/DisabledMilitary connected talent encouraged to apply
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