Senior Director of Strategic Planning and Analysis

Overview

This role shapes how strategic financial planning and analysis are developed and communicated across internal and external audiences. The Senior Director, Strategic Planning and Analysis leads the Long-Range Planning (LRP) process and applies AI to evolve how the organization partners, plans, forecasts, and analyzes.

This is a high-impact individual contributor role with a broad mandate, direct line to executive leadership, and the opportunity to build a team as scope grows.

Responsibilities

Long-Range and Strategic Planning

• Own the LRP, including its framework, assumptions, financial model, and regular refreshes in partnership with the executive team.
• Translate corporate strategy into financial and operational targets, investment priorities, and multi-year scenarios supporting profitable growth.
• Partner with Go-To-Market and Corporate FP&A leaders to create an ARR based model used as a key input into both the LRP and the annual operating plan, including new bookings and churn by solution and Geo, with both units and ASP.
• Lead scenario planning and sensitivity analysis to inform strategic trade-offs, capital allocation, and risk.
• Design and run the LRP process in coordination with Corporate FP&A so the LRP ties directly to the annual operating plan and near-term outlook.

AI-Powered Planning and Analytics

• Reimagine how Finance plans, forecasts, and analyzes with AI, from scenario generation and variance explanation to automated insight and narrative.
• Build and deploy AI-enabled models and workflows, including on the organization’s platform, to increase speed, accuracy, and depth of planning while meeting the rigor and auditability expected of a public company.
• Evaluate and adopt new AI tools and techniques with Finance Systems, IT, and Data teams; set the standard for responsible AI use in Finance.
• Build scalable models, data structures, and self-service reporting to improve analytic quality and speed.
• Help Finance and business partners apply AI in everyday planning and analysis.

Business Partnership, Executive Messaging, and Communication

• Partner with leaders across Product, Engineering, G&A, and Go-To-Market to align plans, investments, and outcomes with company strategy.
• Deliver analysis supporting all areas of the business, including top line performance, profitability, unit economics, operating leverage, and investment returns.
• Partner with Investor Relations to provide insights that help craft financial narrative and messaging for investors, analysts, and the public, including earnings materials, investor presentations, and long-term targets.
• Build the analysis, benchmarking, and market context behind the story; anticipate questions investors will ask.
• Convert ambiguous questions into focused, decision-ready recommendations with clear success metrics.
• Prepare executive, Board, and investor-ready materials on strategic plans and financial outlook, working within disclosure controls and in coordination with Legal.
• Set the standard for analytical rigor, clear communication, and business partnership.

Requirements

Minimum Qualifications

• BA/BS in Finance, Accounting, Economics, or a related field.
• 12+ years of progressive experience in FP&A, strategic finance, corporate strategy, or related analytics roles.
• Demonstrated ownership of an LRP or multi-year strategic financial model.
• Advanced financial modeling and data analysis skills, including hands-on experience applying AI to planning, forecasting, or analytics.
• Exceptional written and verbal communication, with executive presence to explain complex topics simply to the CEO, Board, and investors.
• Proficiency in modern AI models, SQL, BI tools, ERP, and planning platforms.
• Strategic thinker connecting numbers to business strategy and market context.
• Adaptable and quick to learn; comfortable with ambiguity and shifting priorities in a fast-changing, AI-driven environment.
• Track record influencing senior stakeholders and collaborating across functions without direct authority.
• Experience leading cross-functional initiatives, with the ability to build and lead a team as scope grows.

Preferred Qualifications

• MBA, CPA, or CFA.
• Experience in SaaS or technology at a public company, including Board-level reporting.
• Experience with Investor Relations, earnings preparation, or investor communications.
• Experience in investment evaluation, M&A analysis, or corporate development.

Compensation & Benefits

• Salary range (US): $185,000.00 - $315,000.00
• Discretionary bonus typically paid annually
• Restricted Stock Units granted at time of hire
• 401(k) match and comprehensive employee benefits package

Location & Working Conditions

• Up to 25% travel required for strategic team meetings and corporate events.
• Remote workspace setup.

Equal Opportunity & Accessibility

Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other protected characteristic.

Reasonable accommodations are available for applicants with disabilities. The organization is committed to working with and providing accommodations through the application process.

Employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.