Director of Financial Planning and Analysis

Overview

This role is for candidates located in the United States.

The organization is seeking a Director of FP&A to own and shape the financial planning function during a pivotal period of growth. This is a high-impact, high-visibility director-level individual contributor role reporting to the VP of Finance. The position will be the primary architect of planning, forecasting, and financial performance measurement across a business with both SaaS and hardware components.

Responsibilities

Financial Planning

• Lead the annual budget and mid-year budget refresh processes across all functions, with clear ownership of planning dimensions by cost center, headcount, product line, and customer type
• Develop and maintain a long-range financial plan that connects strategic objectives to operating assumptions
• Partner with senior leaders to set sales and revenue targets by product for both contracted and utilization models
• Work with HR and Operations to support headcount planning by building models for operational and COGS resource allocation, evaluating short-term and long-term trade-offs

Forecasting

• Partner with sales and business development to build robust pipeline and sales forecast models, providing operational teams with timely visibility into volume, timing, and resource requirements
• Maintain a risk and opportunity tracker updated monthly to surface material variances before they impact actuals
• Build and maintain SaaS and hardware-specific forecasting models incorporating ARR, net revenue retention, churn, implementation pipeline, and inventory purchase and deployment schedules

Performance Reporting

• Design and own the monthly management reporting package for internal leadership and quarterly board decks
• Own the FP&A side of the monthly close by coordinating with Accounting on accruals, reconciling actuals against forecast, and ensuring a clean, validated financial view before management reporting is distributed
• Establish a single, authoritative source of truth for key metrics and build and maintain dashboards for real-time visibility into business performance
• Assess the FP&A technology landscape, identify and implement best-in-class tools, and drive automation and efficiency across planning, forecasting, and reporting through strong tooling and AI

Performance Analysis

• Translate financial variances into root-cause analysis with clear operating implications, drilling from board-level numbers to specific business unit, product, or customer drivers
• Connect financial findings to recommended actions, not just observations

Requirements

• 7+ years of progressive FP&A experience, with at least 3 years in a senior or lead role
• Experience in a SaaS business with recurring revenue metrics (ARR, NRR, CAC, LTV, gross margin)
• Experience in a business with a hardware or physical product component, including understanding of COGS, installation economics, and inventory dynamics
• Startup or high-growth environment experience, including comfort operating without established processes, building from scratch, and prioritizing ruthlessly

Skills

• Exceptional financial modeling capability, including three-statement models, scenario analysis, and driver-based forecasting
• Strong command of SaaS metrics and unit economics
• Experience building or improving FP&A infrastructure, including data definitions, model architecture, reporting workflows, and automation
• Expert-level proficiency in Google Sheets and Microsoft Excel

How You Work

• Skilled at distilling complex financial information into concise, board-appropriate narratives; comfortable presenting to the CEO and walking department heads through cost center variances
• Proactive, transparent communicator who surfaces risks and issues early, provides context, and brings a point of view on next steps
• Collaborative approach that builds alignment without slowing momentum and supports timely delivery
• Bias toward clarity and action; produces analysis that drives decisions
• Comfortable with ambiguity and able to prioritize across competing demands in a lean team environment

Compensation & Benefits

• Salary range: $170,000 to $190,000 annually
• Fully remote
• Competitive salary & benefits, including fully paid employee premiums for Medical, Dental, and Vision
• 401k program
• Monthly Education, Well-being & WFH stipends
• Non-accrual PTO
• Growth potential
• Company retreats
• Medical & Family/Parental Leave

Location

Fully remote. Candidates must be located in the United States.