Overview
Job Title: Director of Financial Planning and Analysis (FP&A). Location: Remote (must be located in the Eastern or Central time zone) with occasional travel to Lansing, Michigan. Prefer Michigan, Illinois, Indiana, Ohio, or within a 2 hour direct flight to Lansing, MI. Reports To: Chief Financial Officer (CFO). Job Type: Full-Time. Job Summary: The Director of Financial Planning and Analysis (FP&A) is responsible for leading the financial planning, forecasting, budgeting, and strategic analysis functions within a high-growth SaaS environment. This role will integrate Business Intelligence (BI) into financial planning and reporting, leveraging data analytics to drive business insights and support decision-making. The Director of FP&A will collaborate cross-functionally with leadership teams to ensure financial alignment with business objectives.
Responsibilities
* Data Analysis & Reporting: Analyze financial and operational data, generating reports that provide actionable insights for business strategy and decision-making.
* Strategic Financial Planning: Lead the development of annual budgets, long-range financial plans, and rolling forecasts, ensuring alignment with company goals.
* Financial Analysis & Reporting: Develop and deliver financial reports, dashboards, and key performance metrics tailored to SaaS business models.
* Forecasting & Modeling: Utilize financial models to evaluate business performance, assess potential risks and opportunities, and enhance strategic decision-making.
* SaaS Metrics Analysis: Analyze and report on key SaaS metrics such as ARR, MRR, LTV, CAC, churn rate, and customer expansion trends.
* Business Intelligence Integration: Implement and enhance BI tools (e.g., Tableau, Snowflake) to improve financial reporting, trend analysis, and data-driven decision-making.
* Tableau & Data Visualization: Develop and maintain Tableau dashboards and reports to visualize financial performance and operational KPIs.
* Variance Analysis: Conduct variance analysis, identifying key drivers of financial performance deviations and recommending corrective actions.
* Investment Planning: Evaluate investment opportunities, conduct ROI analysis, and optimize capital allocation.
* Board & Executive Reporting: Prepare presentations and reports for executive leadership and board meetings, including the quarterly Board of Directors presentation.
* Data-Driven Insights: Leverage BI tools such as Power BI, Tableau, Looker, and Snowflake to analyze financial data and generate actionable insights.
* Process Improvement: Identify opportunities to enhance efficiency and accuracy in financial planning, forecasting, and reporting processes.
Qualifications & Skills
* SaaS experience mandatory.
* Strong understanding of SaaS financial metrics and business models.
* Experience working for a venture capital or private equity-backed company.
* Payments industry experience a plus.
* Bachelor's degree in Finance, Accounting, Economics, Business Intelligence, or a related field; MBA or CPA .
* 8+ years of progressive experience in financial planning, analysis, and business intelligence, with at least 3 years in a leadership role.
* Proficiency in financial software (e.g., Excel, Snowflake, Tableau, or similar tools).
* Experience working with ERP systems such as Certinia ERP & NetSuite.
* Expertise in BI tools such as Power BI, Tableau, Looker, or Snowflake.
* Strong data analysis, financial modeling, and forecasting skills.
* Experience in creating and managing Tableau reports and dashboards.
* Excellent communication and presentation skills, with the ability to translate complex financial data into actionable insights.
* Ability to work in a fast-paced, dynamic environment and manage multiple priorities.
* High level of integrity, attention to detail, and strategic thinking.
Why Join Us
* Opportunity to drive impactful financial strategies and BI initiatives in a growing SaaS organization.
* Collaborative and innovative company culture.
* Competitive salary and benefits package.
* Professional development and career growth opportunities.
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