Director, Financial Planning & Analysis (FP&A)

Overview

The organization is seeking a Director of Financial Planning & Analysis (FP&A) to lead enterprise planning, forecasting, performance analysis, and decision support within the Finance organization. This is a fully remote role supporting a rapidly growing private equity-owned Delaware C corporation with approximately $50 million of annual revenue and approximately 240 employees.

About the business:

• Approximately 90% of revenue is generated in the United States; the remainder is international.
• Revenue is predominantly subscription-based, supplemented by consulting services.

The Director of FP&A is the senior-most dedicated FP&A professional and serves as the CFO’s principal resource for integrated planning, forecasting, management reporting, and financial decision support. The role requires comfort balancing detailed driver-based modeling and scenario analysis with senior-level business discussions.

Responsibilities

• Lead the enterprise-wide financial planning process, including:
  • Annual operating budget
  • Periodic forecasts and rolling forecasts
  • Long-range financial plan
• Own annual budgeting, forecasting, management reporting, and KPI framework, including:
  • Management dashboards, KPI reporting, and financial scorecards
  • Executive-level reporting highlighting performance trends, material variances, emerging risks/opportunities, and recommended actions
• Develop and maintain integrated, driver-based financial models covering:
  • Revenue, operating expenses, headcount, profitability, and cash flow
  • Subscription and consulting performance drivers
• Establish forecasting methodologies, assumptions, and scenarios aligned to subscription and consulting business models, including sensitivity analyses.
• Partner with the CFO, Controller, functional leaders, and other management stakeholders to maintain an integrated view of financial and operating performance.
• Translate operating and financial data into actionable recommendations and communicate complex financial information clearly to both financial and non-financial audiences.
• Partner with Accounting to incorporate timely and accurate financial statement information into management reporting and forecasting.
• Develop subscription and operating metric analysis, including (as applicable):
  • Annual Recurring Revenue (ARR) and recurring revenue growth
  • Bookings and backlog
  • New business, expansion, contraction, and churn
  • Gross and net revenue retention
  • Customer and revenue concentration
  • Average contract value and other unit economics
  • Subscription and consulting gross margins
  • Sales productivity and operating leverage
• Support revenue and commercial analysis across subscription and consulting streams, including:
  • Bookings, pipeline, renewals, customer retention, pricing, and customer mix
  • Pipeline conversion assumptions, sales capacity/productivity, and customer economics
  • Business cases for pricing, investments, new products/services, and strategic initiatives
• Serve as primary FP&A business partner to functional leaders through constructive challenge and objective analysis of operating assumptions and investment proposals.
• Assist management in evaluating resource allocation, hiring plans, organizational investments, cost initiatives, and pricing decisions.
• Provide forward-looking covenant models and early identification of risks or changes in financial capacity.
• Support preparation of financial and operating materials for the private equity sponsor, Board of Directors, lenders, and other stakeholders, including performance visibility versus investment plan, budget, forecast, and strategic objectives.
• Maintain forecasts of cash flow, liquidity, and capital requirements in coordination with the CFO and Accounting, including cash flow scenarios that incorporate operating performance, working capital, capital expenditures, and debt service.
• Own headcount and workforce planning modeling and reporting in partnership with People/HR and functional leadership, including:
  • Hiring, attrition, compensation, benefits, geographic considerations, and related assumptions
  • Visibility into actual vs. forecast headcount and financial impact of hiring timing/organizational changes
  • Support analysis for a geographically distributed U.S. and international workforce
• Lead FP&A systems, data, and process improvement, including:
  • Primary business ownership for FP&A processes within Workday Adaptive Planning
  • Build and maintain effective data flows and reporting across core business systems (including Salesforce, Zone Advanced Billing, NetSuite, and Adaptive Planning)
  • Improve data quality, reporting consistency, automation, and scalability
  • Establish appropriate controls over FP&A models, assumptions, reporting, and data
  • Reduce reliance on manual spreadsheets and repetitive processes while maintaining analytical flexibility
  • Build scalable FP&A processes to support growth and increasing organizational complexity
• Lead and develop the Senior Financial Analyst, including:
  • Setting clear priorities, performance expectations, and development objectives
  • Reviewing analytical work and models for accuracy, completeness, and quality
  • Building an FP&A function characterized by analytical rigor, business partnership, responsiveness, accountability, and continuous improvement
  • Assessing future FP&A organizational and capability requirements as the organization grows

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related discipline.
• Extensive experience with Adaptive Planning at the super-user competency level as well as NetSuite, Salesforce, and ideally a billing system such as Zone Advanced Billing or Zuora.
• Deep familiarity with SaaS/subscription business model forecasting and measuring ARR and similar recurring revenue-based metrics.
• Approximately 10+ years of progressively responsible experience in FP&A, corporate finance, strategic finance, or a closely related discipline.
• Sales-centric orientation with experience formulating rigorous, data-driven Salesforce opportunity pipeline forecasts, either in tandem with Sales Ops or independently.
• Demonstrated experience owning or playing a significant leadership role in annual budgeting, forecasting, long-range planning, and management reporting.
• Strong financial modeling skills, including driver-based forecasts and scenario analyses.
• Strong analytical judgment to identify the business drivers underlying financial results.
• Advanced Excel or equivalent financial modeling capabilities.
• Strong written and verbal communication skills.
• Demonstrated ability to operate effectively in a distributed or remote work environment.

Preferred Qualifications

• Experience in a private equity-backed company.
• Experience with a business with approximately $50 million to $250 million in revenue or a comparable middle-market environment.
• Experience in SaaS, technology-enabled services, healthcare technology, healthcare supply chain, or related industries.
• Experience forecasting bank covenant compliance, leverage, liquidity, and cash flow.
• Experience working with international operations and geographically distributed teams.
• Prior people-management experience.
• MBA, CPA, CFA, or other relevant advanced degree or professional designation.

Compensation & Benefits

• Competitive salary and performance bonus program
• Base compensation range: $180,000 - $190,000, plus a comprehensive benefits package
• Benefits include:
  • Medical, dental, and vision coverage
  • Retirement savings plans with company contributions and 401k match
  • Paid time off and company holidays (19 days of PTO per year; 10 holidays per year)
  • Paid parental and family leave
  • Paid parental and family leave
  • Life and disability insurance
  • Professional development opportunities
  • Flexible work arrangements
  • Access to employee assistance and wellness resources

Location

Fully remote. Team members are geographically distributed across the United States and Malaysia, with plans to expand rapidly.