Director, FP&A

Overview

The organization is seeking a Director, FP&A to lead forecasting, planning, and financial analysis that informs top-line performance. This role partners closely with senior leadership, GTM leaders, Sales Operations, and FP&A teams to connect bookings, ARR, revenue, and other SaaS metrics to business decisions.

Responsibilities

• Own and continuously improve rolling bookings and revenue forecasts, long-range planning, and scenario models.
• Lead key elements of annual planning, connecting GTM pipeline assumptions, quota capacity, hiring plans, and company objectives.
• Partner with GTM leaders, Sales Operations, and FP&A colleagues to strengthen bookings and ARR forecasting and provide insight into business performance.
• Analyze key SaaS metrics, including NRR, GRR, sales capacity, AE productivity, CAC Payback, and LTV, and translate findings into actionable recommendations for senior leadership.
• Build and refine monthly and quarterly KPI reporting, management updates, and board materials to establish consistent reporting and a reliable source of truth.
• Support commission plan modeling and quota design while improving the flow and consistency of financial and operational data across CRM, data tools, and ERP systems.

Requirements

• Strong financial modeling, forecasting, and scenario-planning capabilities, with advanced Excel skills and comfort working through complex data and analysis.
• Experience developed across professional services and an in-house software environment; investment banking experience is very strongly preferred.
• Demonstrated experience in a SaaS business with a strong understanding of ARR, recurring-revenue models, and core SaaS economics.
• Understanding of Enterprise SaaS metrics and capacity-based sales motions; Enterprise SaaS experience is preferred.
• Ability to move between detailed financial analysis and strategic partnership with senior leaders, turning complex information into clear recommendations.
• Strong presentation and communication skills, including the ability to prepare executive-level materials and present insights to senior leadership.
• Proactive, hands-on approach with judgment and autonomy to manage complex priorities in a fast-paced, evolving environment.

Preferred Qualifications

• Investment banking experience (very strongly preferred).
• Enterprise SaaS experience.

Compensation & Benefits

Not specified in the job description.

Location

New York / Northeast — Remote. Candidates may be based within the Northeast corridor between New York and Boston.

Work Authorization

Legally authorized to work in the country of the job location.

This position does not sponsor employment-based visas.

Equal Opportunity

The employer is committed to equal opportunity and recruits, hires, trains, and rewards employees based on individual abilities, achievements, and experience without regard to protected status.