Finance Effectiveness - Director
CFGI
ERPOracleRPA
Job Level
Mid-LevelSenior
Tech Stack
ERP
About the role
- Lead budgeting, forecasting, and financial planning across the organization
- Own HC and non-HC cost modeling, tracking actuals vs. plan, and driving cost efficiency
- Build and manage robust top-line forecasting processes in close partnership with Sales Operations and Sales Leadership
- Collaborate with Legal and Procurement to support procurement and P2P process design and implementation
- Develop business models and dashboards to measure unit economics, operational KPIs, and departmental performance
- Provide proactive decision-support to functional leads with financial insight and analysis
- Partner with the Accounting team to ensure accurate actuals and integrate financial reporting in NetSuite
- Drive the preparation of monthly, quarterly, and board-level reporting packages and strategic commentary
- Establish scalable FP&A systems and tools to support growth across business lines and geographies
- Serve as a trusted advisor to executive leadership in allocating resources and setting strategic priorities
Requirements
- 5+ years of FP&A experience, in a SaaS or technology environment
- Demonstrated experience in headcount and operating cost modeling, budget ownership, and cross-functional business partnering
- Proven ability to build forecasting frameworks and partner with Sales and GTM teams on revenue planning
- Experience with procurement or P2P process rollouts, ideally in collaboration with Legal and Procurement teams
- Strong analytical and financial modeling skills in Excel and other planning tools
- Proficiency with NetSuite or similar ERP systems; familiarity with BI/FP&A tools is a plus
- Excellent communication and storytelling skills, with a knack for translating financial data into actionable strategy
- Comfortable operating independently while building toward a future team leadership role
- Bachelor's degree in Finance, Economics, or Accounting required
