Director of FP&A

Overview

This role leads Financial Planning & Analysis (FP&A) for Mergers & Acquisitions (M&A), owning the financial modeling, financial due diligence, and post-merger financial tracking that support the organization’s acquisition decisions.

The position is based in Austin (preferred) or Remote (US) with up to 20% travel.

Responsibilities

Lead and Own M&A Financial Modeling & Deal Evaluation

• Build and maintain M&A models including operating models, Pro Forma P&Ls, accretion/dilution, returns analysis, and synergy sizing to support deal evaluation and negotiation.
• Partner with Corporate Development, functional leaders, and executive leadership to stress-test deal assumptions, financing scenarios, and valuation ranges.
• Present financial analysis and recommendations to the CFO, executive team, and Board on prospective acquisitions.

Own Financial Due Diligence

• Lead financial due diligence workstreams on target companies, including quality of earnings, working capital, and revenue recognition review in coordination with external advisors.
• Validate target financial statements, forecasts, and key assumptions underpinning the deal thesis.
• Identify financial risks and deal considerations, including integration expenses, and support negotiation of post-close adjustments such as purchase price true-ups.

Drive Post-Merger Financial Tracking & Synergy Realization

• Design and maintain post-merger financial tracking frameworks to monitor actual performance against the deal model and synergy targets.
• Partner with the Integration Management Office, FP&A, and functional leaders to track cost and revenue synergies, one-time integration costs, and deal ROI.
• Deliver regular reporting to executives and the Board on integration financial performance, variances, and corrective actions.

Build Scalable FP&A Infrastructure for M&A

• Establish standardized templates, KPIs, and dashboards for deal evaluation and post-close tracking across a growing acquisition portfolio.
• Integrate acquired companies’ financials into consolidated forecasting, budgeting, and management reporting.
• Partner with Accounting on purchase accounting, opening balance sheets, and chart-of-accounts integration.

Support Core FP&A: Planning, Budgeting & Forecasting

• Support recurring FP&A responsibilities between deals, including annual operating plan, monthly forecasting and tracking, and reporting.
• Build and maintain financial models to support planning, scenario analysis, and strategic decision-making for the core business and strategic partnerships.
• Prepare monthly variance analyses and executive-ready reporting packages, analyzing revenue, headcount costs, and operating expenses to provide actionable recommendations.
• Partner with Accounting on accruals and reconciliations as part of the month-end close process.
• Support ad hoc financial analysis and strategic projects as requested by FP&A leadership, flexing capacity based on business needs.

Partner Across the Organization

• Serve as the key FP&A partner to Corporate Development, Accounting, Legal, and other functional leaders throughout the deal lifecycle.
• Provide a financial perspective on strategic and integration decisions, ensuring alignment with the deal thesis and enterprise financial goals.

Requirements

• 8+ years of progressive FP&A, investment banking, corporate development, or transaction advisory experience in enterprise software, including 5+ years directly supporting M&A financial modeling and diligence in enterprise software.
• Demonstrated experience tracking and reporting on post-merger financial performance and synergy realization.
• Solid grounding in core FP&A fundamentals, including annual operating plans, monthly reforecasting, variance analysis, and headcount/opex reporting, gained in a corporate finance or FP&A role (not deal work alone).
• Experience in enterprise software, SaaS, or technology required; aviation or complex vertical software a plus.
• Prior exposure to PE-backed or highly acquisitive companies is a strong advantage.
• Advanced financial modeling skills including operating models, Pro Forma P&Ls, accretion/dilution, returns analysis, and scenario/sensitivity analysis.
• Strong understanding of SaaS software finance and accounting, purchase accounting, GAAP, and deal structuring concepts.
• Comfortable shifting between deal-driven analysis and standard budgeting/forecasting cadences as priorities change.
• Excellent communication skills; able to present complex financial analysis to executives and the Board.
• Ability to manage multiple live deals, integrations, and core planning deliverables concurrently under time pressure.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field required.
• Up to 20% travel.

Preferred Qualifications

• MBA or CFA.
• Experience with Anaplan, Hyperion Essbase, or similar planning tools.

Compensation & Benefits

• Summary Pay Range: $171,000.00-$210,000.00 (pay is based upon candidate experience and qualifications, as well as market and business considerations).
• Medical, dental, vision insurance with employer-paid health premiums.
• Open PTO policy.
• 401(k) with up to 10% company matching and immediate vesting.
• 12 weeks paid parent leave.
• Flight training rewards.

Location

• Austin (preferred) or Remote (US)
• Up to 20% travel