Director, FP&A
Overview
This role is responsible for how the organization plans, forecasts, and explains topline performance. As Director of FP&A, reporting to the CFO, you will own core revenue planning processes, including the weekly billings forecast and the annual operating plan by product. You will translate product and sales data into clear recommendations for the executive team, the Board, and the private-equity sponsor.
This is a hands-on leadership position with both strategic ownership and direct involvement in forecasting, reconciliation, and model work when it matters.
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 the Board
- Lead variance analysis against budget, forecast, and prior year, providing clear explanations for each gap.
- Respond to CFO, Board, and sponsor requests quickly and accurately.
Planning systems & data
- Lead the FP&A side of planning system work (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 via clean, reconciled feeds.
- Replace manual spreadsheets with repeatable, automated reporting.
- Document models, planning calendars, and controls to ensure knowledge is not dependent on one person.
Business partnership
- Serve as the finance partner to Sales, Marketing, and product leaders by joining reviews and challenging assumptions.
- Support investment cases for marketing campaigns, product launches, and headcount, 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, 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 ready to show 2–3 examples.
- Good judgment on AI limits: validate 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: 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.
- 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 can be performed from anywhere.