Director, FP&A

Overview

This hands-on Director of FP&A role reports to the CFO and owns how the organization plans, forecasts, and explains topline performance. Responsibilities include running the weekly billings forecast, building the annual operating plan by product, and translating product and sales data into clear recommendations for the executive team, the Board, and a private-equity sponsor.

Responsibilities

Board & executive reporting

• Prepare the topline and KPI sections of the monthly operating review and quarterly Board materials.
• Build and maintain a product-level KPI scorecard, including:
  • A trimmed view for monthly reviews
  • A detailed view for Board reporting
• Lead variance analysis against budget, forecast, and prior year, with clear explanations of what drove each gap.
• Respond quickly and accurately to CFO, Board, and sponsor requests.

Planning systems & data

• Lead FP&A workstreams for the planning system (currently Planful), including:
  • Requirements
  • Data validation
  • Revenue and allocation models
  • User training
• Partner with Data and IT to bring Snowflake and NetSuite data into planning and reporting, ensuring clean, reconciled feeds.
• Replace manual spreadsheets with repeatable, automated reporting.
• Document models, planning calendars, and controls so knowledge is not dependent on a single person.

Business partnership

• Serve as the finance partner to Sales, Marketing, and product leaders by participating in reviews and challenging assumptions.
• Support investment cases for marketing campaigns, product launches, and headcount decisions, including ROI and payback analysis.
• Partner with Accounting on close timing, revenue recognition (ASC 606), and accrual accuracy.

Team & leadership

• Start as a senior individual contributor, with the option to lead up to two analysts as the function grows.
• Build backup coverage for critical models and processes.
• Support ad-hoc projects such as audits, financing, cost programs, and M&A.

Requirements

• 10+ years in FP&A, sales finance, or corporate finance, with experience managing or mentoring analysts.
• Experience in software, SaaS, or subscription businesses, including direct ownership of billings or revenue forecasting and topline KPIs.
• Proven, hands-on experience using Claude or similar AI assistants (ChatGPT, Copilot, Gemini) in daily finance work.
• Track record of building AI-assisted workflows that saved real time or improved quality; be ready to share 2–3 examples.
• Strong judgment regarding AI limits: check outputs, tie them back to source, and know when not to use AI.
• Expert financial modeling in Excel, comfortable with large, linked, driver-based models.
• Strong understanding of billings vs. revenue, deferred revenue, and software revenue recognition (ASC 606).
• Clear written and spoken communication, including presenting to executives and Boards.
• Bachelor’s degree in finance, accounting, economics, or a related field.

Preferred Qualifications

• Experience with NetSuite (ERP), including GL structure, saved searches, and reporting.
• Experience with Snowflake, including writing SQL to pull and join billings, customer, and product data.
• Advanced Claude use, including Projects, connectors, skills, artifacts, or Claude in Excel, or the Claude API.
• Light scripting (Python or similar) to automate data preparation and reporting.
• Experience leading AI adoption or training for a finance team.
• Experience implementing or administering a planning tool (Planful, Adaptive, Anaplan, or similar).
• BI tools such as Tableau or Power BI.
• Experience in a private-equity-backed company, including sponsor and lender reporting.
• Experience with multi-product, multi-currency, multi-channel businesses (direct, e-commerce, reseller).
• CPA, CFA, or MBA.

Compensation & Benefits

• Fully remote with flexible arrangements.
• Flexible hours.

Location

• Fully remote; work from anywhere.