Director, FP&A

Overview

This organization is seeking a Director of FP&A to own how it plans, forecasts, and explains topline performance. The role reports to the CFO and is a hands-on leadership position responsible for weekly billings forecasting, building the annual operating plan by product, and translating product and sales data into recommendations for the executive team, the Board, and a private-equity sponsor.

Responsibilities

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

Planning systems & data

• Lead FP&A’s planning system responsibilities (currently Planful), including requirements, data validation, revenue and allocation models, and user training.
• Partner with Data and IT to integrate Snowflake and NetSuite data into planning and reporting, ensuring clean, reconciled data feeds.
• Replace manual spreadsheet processes with repeatable, automated reporting.
• Document models, planning calendars, and controls to prevent knowledge from being centralized with one person.

Business partnership

• Serve as finance partner to Sales, Marketing, and product leaders; join their reviews and challenge 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

• Begin 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 including audits, financing, cost programs, and M&A.

Requirements

• 10+ years in FP&A, sales finance, or corporate finance, including experience managing or mentoring analysts.
• Experience in software, SaaS, or subscription businesses, with 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 (not just casual use).
• Track record of building AI-assisted workflows that saved real time or improved quality; be prepared to share 2–3 examples.
• Strong judgment on AI limitations: verify outputs, tie them back to source data, and know when not to use AI.
• Expert financial modeling in Excel, including comfort 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 experience 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, 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 role with flexibility in where work is performed.
• Flexible work hours.

Location

• Remote (work from anywhere).