Lead the company-wide annual planning process, quarterly forecasts, and long-range planning (LRP)
Own global top-line forecasting including bookings, billings, and revenue
Develop and maintain integrated financial models across revenue, opex, headcount, and cash flow
Drive continuous improvement in forecasting accuracy and planning efficiency
Own monthly and quarterly financial reporting packages for executive leadership, lenders and Board of Directors/Sponsors
Deliver clear, data-driven insights on business performance, trends, and risks
Partner with the CFO, CAO, and other executives to develop a forward-looking narrative that connects current performance to long-term strategy
Establish and track key SaaS metrics (ARR, NRR, CAC, LTV, gross margin, etc.) and how they interrelate throughout the customer lifecycle
Build scalable dashboards and KPIs to monitor business health
Identify opportunities to improve operational efficiency and profitability
Demonstrate a track record of innovation and automation through the use of FP&A tools and systems (e.g., Anaplan, Alteryx, etc.) in partnership with cross-functional support teams
Standardize processes and improve data integrity across finance and business systems
Drive automation and scalability in reporting and planning workflows
Build, mentor, and lead a high-performing FP&A team
Foster a culture of accountability, collaboration, and continuous improvement
Partner cross-functionally with FP&A Business Partners, Accounting, RevOps, Data Engineering, Data Science, and IT

Requirements

10+ years of progressive finance experience, including Corporate FP&A leadership
Strong background in B2B SaaS or cloud-based technology companies
Experience supporting global technology companies in the ~$500M+ revenue range preferred
Proven track record partnering with executive leadership and influencing strategy
Deep expertise in financial modeling, forecasting, and SaaS metrics
Strong systems experience (e.g., Anaplan, Salesforce)
Advanced Excel and data analysis skills (Alteryx/ SQL)
Exceptional communication skills with the ability to translate complex data into clear insights
Strong executive presence and ability to influence cross-functional stakeholders
Experience building and developing high-performing teams
Bachelor’s degree in Finance, Accounting, Economics, or related field
MBA or CPA preferred.

Benefits

Medical, dental, and vision coverage
401(k) with company match
Paid parental leave, caregiver leave, and flexible time off
Mental health support and wellness reimbursement
Career development and education assistance
Monthly Connectivity Plus stipend of $150 to support remote work-related expenses
Annual $200 home office reimbursement

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial modelingforecastingSaaS metricsdata analysisExcelSQLautomationreportingoperational efficiencyprofitability

Soft Skills

communicationleadershipcollaborationaccountabilityinfluencingmentoringinnovationcontinuous improvementstrategic thinkingcross-functional partnership

Certifications

MBACPA