Director, FP&A

CAI Software, LLC

Director of Financial Planning & Analysis at CAI Software, advising on financial processes and guiding the Business Unit’s financial planning. Overseeing execution of finance-related processes in a global team.

Posted 7/21/2026full-timeSalt Lake City • Utah • 🇺🇸 United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and financial modeling. Proficient in utilizing ERP systems and BI tools to provide insights and support strategic decision-making.

Highest-signal resume keywords

Financial Planning And Analysis (FP&A)Budgeting And ForecastingFinancial ModelingERP Experience (NetSuite, Salesforce, Concur)BI Tools (PowerBI)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisBudget DevelopmentVariance AnalysisExcel ProficiencyReporting Package Preparation

Soft Skills

CollaborationCommunicationNegotiationPresentation SkillsAbility To Simplify Complex Information

Tools & Technologies

NetSuiteSalesforceConcurPowerBI

Certifications & Qualifications

Bachelor’s Degree In Finance Or AccountingMBACFACPA

Industry Keywords

Software As A Service (SaaS)High Technology Industry

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Advise the CEO, CFO, and other key members of senior management on financial planning, budgeting, cash flow, investment priorities, and policy matters for the Business Unit
Guide the Business Unit’s financial planning process, including annual budgeting, as well as analyzing plan versus actual variances
Develop and monitor our annual budget and in-year forecasts. Develop forecasts and guidance models to guide towards the achievement of those forecasts, in partnership with other finance teams on a monthly, quarterly and annual basis.
Prepare reporting packages including Monthly Business Reviews (MBR) and Quarterly Business Reviews (QBR) as well as analysis of important business trends, actual versus budget variances and comprehensive executive-level analyses.
Provide ad hoc support for HR, External reporting, and Functional groups
Provide financial modeling and financial analysis for ad-hoc financial projects.
May manage/ supervise an ad hoc team for financial reporting needs
Help prepare analysis, commentary and presentation material for quarterly meetings, operations reviews, management meetings & financial reviews.

Requirements

What you’ll need

Bachelor’s degree in Finance or Accounting; MBA, CFA or CPA a plus
Minimum 7 years of Finance experience with at least 3 years of FP&A experience
Preferred experience in Finance with a Software as a Service or High Technology industry related environment
Demonstrated ability to partner with collaborators and senior leadership
Experience with ERP packages such as NetSuite, Salesforce, Concur
Experience with BI Tools, such as PowerBI or others
Proficient in Excel
Distill a complex set of facts down to a simple and easy-to-understand narrative
Ability to express his/her own ideas, challenge ideas, and provide financial insights.
Able to provide tough/unpopular messages and negotiate across the organization.
Partner effectively and across the organization with other finance teams

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible working hours
Paid time off