Director of Business Intelligence, Strategic Finance
Caseware
full-time
Posted on:
Location Type: Remote
Location: United States
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Job Level
About the role
- Own the end-to-end definition, calculation, and reporting of ARR and bookings across the organization.
- Establish clear, consistent, and auditable metrics and definitions aligned with executive, finance, and sales stakeholders.
- Partner with Accounting, RevOps, and Sales to ensure accuracy, consistency, and alignment across systems and reporting.
- Lead the design and build-out of scalable reporting infrastructure, dashboards, and data models to support commercial and financial insights.
- Improve data quality, automation, and reliability across core business intelligence workflows.
- Evaluate and optimize BI tools, data sources, and processes to support a growing SaaS business.
- Serve as a key advisor to the C-suite, providing clear, concise, and insightful analysis on performance, trends, risks, and opportunities.
- Prepare and deliver executive-level reporting and presentations for leadership meetings, board materials, and strategic planning.
- Partner closely with Sales Leadership to provide forward-looking insights on pipeline, bookings, growth drivers, and performance against targets.
- Support strategic planning, forecasting, and long-range growth initiatives with data-driven insights.
- Identify opportunities to improve revenue performance, operational efficiency, and go-to-market effectiveness.
- Act as a thought leader in establishing best practices for SaaS metrics, reporting, and performance management.
- Lead, mentor, and develop team members within Business Intelligence and Strategic Finance.
- Collaborate cross-functionally with Finance, Sales, RevOps, Product, and IT to align data and reporting with business priorities.
- Drive a culture of accountability, clarity, and analytical rigor.
Requirements
- 8–12+ years of experience in strategic finance, business intelligence, FP&A, or related roles, preferably within a SaaS or subscription-based business.
- Deep expertise in SaaS metrics, including ARR, bookings, pipeline, churn, expansion, and revenue forecasting.
- Proven experience building and scaling reporting infrastructure and executive dashboards.
- Strong executive presence with the ability to communicate complex concepts clearly to senior leaders.
- Advanced analytical skills with experience using BI and data visualization tools (e.g., Looker, Tableau, Power BI) and working with large datasets.
- Experience supporting Sales and Go-To-Market organizations in a high-growth environment.
- Background partnering with accounting on revenue recognition and metric alignment.
- Prior experience in a PE-backed or rapidly scaling software company.
- People leadership experience with a track record of developing high-performing teams
Benefits
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Applicant Tracking System Keywords
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Hard Skills & Tools
strategic financebusiness intelligenceFP&ASaaS metricsreporting infrastructuredata visualizationrevenue forecastingdata analysisautomationdata quality
Soft Skills
executive presencecommunicationanalytical rigorleadershipmentoringcollaborationstrategic planninginsightful analysisproblem-solvingaccountability