FP&A Director

Overview

A 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.

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Key Responsibilities

Financial & 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

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Qualifications

Required:

• 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

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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/Disabled

Military connected talent encouraged to apply

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