Director of Financial Planning & Analysis

5-8+ years of FP&A experience in high-growth SaaS, fintech, payment/processing, or platform business models. Proven track record owning company-wide planning cycles and operating models that include multiple revenue streams (e.g., subscription, processing, treasury). Strong modeling skills (advanced Excel + experience with platforms such as Drivetrain, or equivalent). Experience with treasury or payments economics, multi-stream monetization (SaaS + fintech), and scenario planning for complex business models. Analytical mindset and ability to distill complex data into actionable recommendations for business leaders. Comfortable building from scratch, working cross-functionally in a fast-paced environment, and wearing multiple hats. Experience enabling self-serve finance models and driving adoption of planning tools across non-finance stakeholders. Executive presence: able to present to senior leadership, translate insights into strategy, and influence resource allocation.

Own end-to-end forecasting and planning processes, including company-level models, departmental budgets, rolling re-forecasts, and scenario trees. Lead strategic modeling in partnership with the VP of Finance and senior leadership, including treasury modeling, payment monetization streams, and product-led growth scenarios. Maintain and evolve our Drivetrain model architecture with emphasis on transparency, automation, and decision readiness. Deliver budget-to-actual analysis, KPI dashboards, and executive-ready insights that fuel accountability across functions. Serve as a business partner to GTM, PDE, G&A and treasury teams — translating goals into numbers, enabling budget owners, and supporting multi-stream revenue planning. Collaborate with the Finance Ops Manager to streamline planning inputs, improve forecast hygiene, increase Drivetrain adoption, and embed AI-enabled workflows. Champion finance automation: design and maintain self-serve dashboards, pilot forecast-update bots, and eliminate manual churn across financial planning.