Director, FP&A

Overview

This role leads and scales the operational finance functions that support growth of a dealer management SaaS business. Responsibilities span billing operations, revenue operations support, procurement, accounts payable, expense management, and credit risk functions across the Opportunity-to-Cash lifecycle.

The position partners closely with Sales, Customer Success, Revenue Accounting, FP&A, Product, and cross-functional stakeholders to deliver operational excellence, accuracy, compliance, and a strong dealer experience across a module-based subscription offering.

Responsibilities

Leadership & Team Management

• Lead and develop the Financial Operations organization, including Billing Operations, Procurement, Accounts Payable, and Expense Management.
• Build, mentor, and retain a high-performing team, fostering a culture of accountability and continuous improvement.
• Establish KPIs, SLAs, and scorecards to drive operational rigor and transparency.
• Create scalable credit operations documentation, including SOPs, decision matrices, and training materials.

Billing, Accounts Payable & Expense Operations

• Oversee billing operations for module-based DMS subscriptions, ensuring accuracy, timeliness, and compliance.
• Support Revenue Accounting, Zone Billing, and ARM teams to ensure billing and data accuracy across Salesforce and NetSuite integrations.
• Review dealer contracts to ensure billing and revenue terms align with agreements.
• Lead expense reimbursement processes, including policy compliance and reporting.
• Manage Accounts Payable operations, vendor payments, and cash controls.

Procurement & Vendor Management

• Partner with Accounting leadership and executive stakeholders to design, develop, and implement a formalized procurement function, including processes, governance frameworks, and organizational capability building for scalable vendor management.
• After implementation, oversee procurement operations including vendor selection, contract negotiation, purchase order management, and vendor onboarding.
• Develop and maintain procurement policies, approval workflows, and spending controls aligned with business objectives.
• Lead third-party risk management, including vendor due diligence, compliance reviews, and ongoing vendor performance monitoring.
• Collaborate with cross-functional stakeholders to optimize vendor relationships, negotiate favorable terms, and identify cost-saving opportunities.

Credit Risk & Dealer Financial Management

• Design, develop, and implement a credit desk function to manage dealer credit risk across Opportunity-to-Cash, including credit evaluation for new dealers, order release approvals, credit limit management, and post-sale credit/adjustment authorization workflows.
• Establish credit policies with tiered approval thresholds, documentation standards, and escalation protocols balancing revenue growth with margin protection and risk mitigation.
• Develop credit governance processes integrating Sales, Customer Success, AR, and Finance teams.
• Implement credit risk monitoring and reporting for DSO, bad debt exposure, credit utilization, adjustment trends, and approval turnaround times.
• Integrate credit management workflows within NetSuite and Salesforce to automate credit checks, approval routing, and exception handling across Opportunity-to-Cash.

Operational Excellence & Cross-Functional Leadership

• Identify automation and workflow redesign opportunities.
• Implement best practices that enhance scalability and strengthen controls.
• Develop and maintain operational dashboards, KPIs, and performance metrics.
• Partner with Sales, Procurement, FP&A, and Engineering to support initiatives and integrated workflows.
• Lead cross-functional initiatives to scale financial operations.
• Influence senior leaders regarding pricing, sales strategy, and systems changes.

Compliance, Controls & M&A Integration

• Lead financial operations integration for acquired businesses, including billing alignment, AP migration, and process standardization.
• Support harmonization of data flows across platforms.
• Maintain strong internal controls.
• Ensure compliance with SOX and company policies.
• Support audits, quarter-end close, and process documentation.
• Provide data and analysis for sponsor and management reporting.

Requirements

Required Qualifications

• 10+ years of financial operations, accounting operations, or revenue operations experience.
• 4+ years of leadership experience managing large teams.
• Strong understanding of SaaS workflows, billing, AP, and expense processes as applied to a module-based dealer subscription business.
• Expertise with systems: NetSuite, Salesforce, Zone Billing, ARM, Ramp, and Workato.
• Advanced Excel proficiency.
• Exposure to dealer, franchise, or vertical SaaS business models (e.g., Powersports, Marine, RV, Trailer, Outdoor Power Equipment) preferred.
• Strong decision-making, critical thinking, and attention to detail.
• Strategic thinker with strong delegation skills.
• Proven experience building high-trust relationships across team members, senior leadership, dealers, and vendors.
• Strong influencing, communication (written and verbal), and financial analysis skills.
• Excellent organizational skills and the ability to effectively manage priorities and projects in a fast-paced, dynamic environment.

Preferred Qualifications

• Experience in carve-out, SaaS, and PE-backed environments.
• CPA or MBA.
• Experience leading system implementations or ERP/CRM optimization.
• Experience with procurement platforms and vendor risk management tools.
• Proven experience partnering with senior leadership.

Compensation & Benefits

• Remote
• $174,025—$215,338 USD

Location

Remote

Work Authorization

Applicants must be authorized to work in the U.S.