Director of Financial Planning & Analysis (FP&A)

Bachelor's degree; MBA or CPA preferred 8–12 years of progressive FP&A experience 3+ years in SaaS and/or Fintech environments Deep understanding of SaaS metrics (ARR, NDR, CAC, LTV, churn) Deep understanding of Fintech/payments dynamics (interchange, processing costs, revenue share) Strong modeling skills and fluency in Excel Experience with FP&A tools (e.g., Cube, Mosaic, Anaplan) Experience with data platforms (e.g., Looker, PowerBI, Tableau) Excellent communication and presentation skills Comfort working with C-level executives Proven ability to lead cross-functional projects Proven ability to identify and collaborate with key stakeholders Proven ability to influence without authority

Lead the annual budget, rolling forecasts, and long-range planning processes Develop comprehensive financial models for SaaS and payments revenue streams Provide strategic financial guidance and planning support to C-suite and functional leads Serve as the primary finance partner to leaders across Sales, Marketing, Product, Engineering, and Operations Collaborate with Sales on commission plan design, quota setting, and sales efficiency analysis Work with Product and Payments teams to model the financial impact of new features, pricing changes, and payment partner agreements Analyze SaaS and payments performance KPIs Support product monetization strategies and payments/fintech-related compliance initiatives Develop and manage dashboards, reporting tools, and KPIs Conduct in-depth cohort analysis, pricing and packaging analysis, and ROI analysis Own monthly and quarterly management reporting including variance analysis and board decks Lead monthly variance analysis of actuals vs. budget/forecast Deliver actionable insights on operational efficiency, revenue growth, and margin improvement Lead the buildout and optimization of FP&A tools Drive automation of reporting and planning processes; ensure data integrity and consistency Collaborate with accounting on close processes and reconciliation Manage, mentor, and grow a high-performing FP&A team