Director, Finance - Sales Finance & Public Company Readiness

Overview

This role involves serving as a Director, Finance for Sales Finance and public company readiness, reporting to the VP, Finance. The position is based anywhere in the US.

The Director, Finance will lead Sales Finance’s core FP&A, public-company readiness, bookings governance, executive reporting, and M&A integration efforts. Work will be cross-functional with Sales/Worldwide Field Operations (WWFO), Finance, Customer Support, Professional Services, COE teams, and Rev Ops, while supporting process improvements, controls, and acquisitions.

Responsibilities

• Serve as a strategic finance partner to Sales Finance, WWFO, and sales leadership to support growth and transformation goals
• Drive IPO readiness by strengthening sales-finance processes, controls, audit support, and compliance across commissions, bookings, and related areas
• Lead core FP&A for Sales Finance, including long-range planning, forecasting, expense planning, and consolidation of geographic and regional forecasts
• Own WWFO OpEx and headcount budgets; monitor performance, analyze variances, and recommend actions to WWFO and Finance leadership
• Own monthly bookings accuracy, consolidation, reconciliation, and close; provide trend analysis and insights to Sales Finance leadership and the CRO
• Build and deliver operational, KPI, board-level, and e-staff reporting to enable data-driven decisions across Sales and Finance
• Act as the primary finance business partner for current and future M&A, supporting integration and incorporation of acquired businesses into the operating model
• Partner with Customer Support, Professional Services, and Sales center of excellence teams, including Channels, hyperscalers, GSIs, Security, and Rev Ops
• Lead, develop, and mentor a team of financial analysts
• Use AI-enabled tools to build models and agents that improve planning and forecast accuracy, bookings and expense reconciliation, analysis, and executive presentations

First 90 Days

• Immerse in the organization’s culture, connect with mentors, and map the systems
• Meet key stakeholders who rely on the role’s work
• Discuss and create short- and long-term goals

Six Months

• Own WWFO and Sales Finance OpEx and headcount management, consolidating geographic and regional forecasts and presenting variance analysis and recommendations to WWFO and Finance leadership
• Establish reliable bookings, KPI, and metrics reporting, including monthly reconciliation and close, with actionable insights for Sales leadership, the CRO, and Finance
• Build operating relationships across M&A integration, Customer Support, Professional Services, Sales center of excellence, Rev Ops, and IPO-readiness workstreams while using AI-enabled tools for planning and reporting

One Year

• Lead WWFO and Sales Finance annual and long-range planning and forecasting processes, including OpEx, headcount, and geographic expense consolidation
• Be a trusted owner of bookings accuracy, reconciliation, and board and e-staff reporting, delivering timely insights to support decision-making
• Drive measurable progress on IPO-readiness processes, controls, audit support, and M&A integration for current and future acquisitions
• Be recognized as a strategic finance business partner across Sales, COGS, Sales center of excellence, and Rev Ops, while leading and mentoring the distributed finance team

Requirements

• 12+ years of relevant experience in sales finance, FP&A, forecasting, long-range planning, and expense management within a technology/SaaS company
• Current public-company experience, ideally in sales finance; familiarity with IPO readiness, controls, audit, and compliance preferred
• Experience with bookings accuracy, consolidation, reconciliation, and commissions-related processes
• M&A integration and business partnership experience supporting acquired organizations and cross-functional teams
• Excellent writing, communication, and presentation skills, including board-level reporting
• Ability to build trusted partnerships with sales leaders, resolve issues quickly, and influence decisions with sound judgment and integrity
• Experience leading and developing a team while managing multiple priorities and deadlines
• Advanced Excel skills and experience with Salesforce are required
• Preferred: Tableau, Databricks, SQL, and Anaplan
• Experience using AI tools (e.g., Glean, Microsoft Copilot, Claude, ChatGPT) to build models and agents, improve planning and forecast accuracy, reconcile bookings and expenses, and create executive-ready presentations

Compensation & Benefits

• Base salary: $159,000 - $244,860 plus corporate bonus potential
• Comprehensive health coverage, generous PTO, and flexible work options
• Learning opportunities, career-mobility programs, and leadership workshops
• Sixteen paid volunteer hours each year
• Global employee resource groups
• Charitable Giving Program supported by Company Match
• Modern offices with EV charging and healthy snacks, plus hackathons, game nights, and culture celebrations
• Pay transparency and performance-based rewards

Location

• Based anywhere in the US

Equal Opportunity Statement

The organization is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, genetic information, age, disability, veteran status, or any other legally protected basis.