Dir. Financial Planning & Analysis

Overview

This role is for a Director of Product Financial Planning & Analysis (FP&A) who will serve as a strategic business partner to the Product team. The position focuses on driving data-informed decision-making, building comprehensive product economics, and enabling Product General Managers to optimize both short-term results and long-term growth. The Director will report to the VP of Finance and collaborate closely with Product leadership to influence go-to-market strategy, product roadmap prioritization, and portfolio management.

Responsibilities

• Develop and maintain detailed product profitability models, including customer acquisition costs, lifetime value, gross margin analysis, and product-level P&L reporting
• Support Product General Managers in creating strategic business cases for major initiatives through scenario modeling, financial projections, and ROI analysis
• Lead long-range financial planning for the product portfolio, translating strategic objectives into multi-year forecasts and growth targets
• Build and manage cross-functional product reporting that integrates finance, product, marketing, sales, and customer success metrics to provide a cohesive business narrative
• Collaborate with Product, Sales, and Marketing teams to analyze pricing strategies and customer segment profitability
• Work with Customer Success and Operations to understand product usage patterns, support requirements, royalties, and their financial implications
• Establish reporting frameworks, dashboards, and KPIs to provide clear visibility into product performance and financial health
• Provide strategic financial insights and recommendations to inform product strategy, portfolio decisions, and resource allocation

Basic Qualifications

• Minimum 8 years of financial planning and analysis experience, including at least 3 years in a product-focused FP&A or similar role
• Proven experience building and managing financial models focused on product profitability and unit economics
• Deep understanding of SaaS business models and metrics such as ARR, MRR, CAC, LTV, and churn
• Demonstrated ability to collaborate effectively across functions (Product, Sales, Marketing, Customer Success, Engineering) and influence without direct authority
• Strong analytical and problem-solving skills with proficiency in Excel, AI, and business intelligence tools
• Excellent communication skills, capable of translating complex financial analysis into actionable insights for non-financial stakeholders
• Bachelor's degree in Finance, Accounting, Business, Economics, or related field
• MBA or advanced degree in Finance or Business preferred
• Familiarity with data analytics platforms, business intelligence tools, or cloud-based financial systems
• Experience presenting to executive teams and/or investors

Core Competencies

• Strategic Thinking: Ability to connect financial analysis to business strategy and maintain a big-picture perspective
• Growth Mindset: Entrepreneurial approach, comfort with ambiguity, and focus on value creation
• Collaboration & Influence: Strong stakeholder management and relationship-building skills across the organization
• Curiosity: Willingness to explore questions deeply, challenge assumptions, and uncover insights
• Communication: Skill in simplifying complex financial concepts for diverse audiences
• Attention to Detail: Commitment to accuracy and rigor in financial analysis and reporting

Compensation & Benefits

• Salary range: $145,600 to $200,000, depending on skills, experience, and location
• Eligibility for performance-based bonus plan
• Potential to receive restricted stock unit awards as part of total compensation
• Comprehensive benefits package available

Location

Not specified

Equal Opportunity Statement

The employer is an equal opportunity organization that evaluates qualified applicants without regard to race, color, disability, religion, sex, age, national origin, veteran status, genetic information, or other legally protected categories.

Additional Information

• The employer participates in E-Verify.
• It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment.
• Disability accommodations are available during the application and interview process upon request.