LegitScript

Director, FP&A

LegitScript

full-time

Posted on:

Origin:  • 🇺🇸 United States • Oregon

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Job Level

Lead

Tech Stack

CloudSFDCTableau

About the role

  • We are seeking a highly skilled Director, FP&A to lead and manage all centralized financial planning and analysis processes within the organization. This role will involve close collaboration with cross-functional departments and senior leadership to oversee key financial deliverables, including the development of annual budgets, periodic forecasts, and long-term strategic planning. The Director, FP&A will take ownership of critical financial KPI reporting and company metrics, offering deep insight and analysis into the key drivers of business performance beyond the P&L. The ideal candidate will have a strategic mindset and the ability to provide actionable financial insights that help shape decision-making across the organization. What You'll Do: Develop and implement strategic and financial planning processes, such as forecasting, budgeting, and internal performance and key performance indicator (KPI) reporting. Implement a best-in-class budgeting system, integrated with existing NetSuite and SFDC deployments Assist with building Tableau dashboards and reporting Assist with the development of a SaaS revenue model based on direct SFDC pulls Collaborate with senior leaders to develop and drive alignment on KPIs to measure business results and periodically evaluate the health and performance of the business operations. Prepare monthly/quarterly management reporting and dashboards for senior executives and the Board of Directors; analyze financial results, evaluating and assessing key trends, operating performance, and business risk. Contribute to monthly, quarterly, and annual P&L forecasts as well as supporting our long-range planning efforts. Support the Accounting Department’s month-end close process by providing variance analysis and forecasting updates. Provide analysis, critique, and explanation of monthly operating results and quarterly results. Develop and lead initiatives to standardize, streamline, automate, and scale our forecasting and reporting tools for our business. Serve as a finance liaison to other aspects of the business and help drive analysis and forecasts. Partnership focus areas include Accounting for NetSuite integration and automation with budget vs actuals and Sales for revenue modeling and budgeting. Manage, mentor, and develop Financial Analyst(s) as needed.

Requirements

  • Proven ability to build strong, strategic partnerships and serve as a trusted advisor to key business executives. Strong analytical capabilities, with a track record of using data to identify and capitalize on opportunities for growth or profitability improvement. Experience in building, scaling, and leading FP&A or Strategic Finance teams within high-growth organizations, ideally in a SaaS environment. Hands-on experience with the implementation, management, and operation of cloud-based budgeting systems. Exceptional interpersonal and communication skills, with the ability to lead discussions and drive alignment in both large and small groups. Excellent time management and problem-solving abilities, along with sound judgment and the confidence to make independent decisions. A positive and motivational attitude that fosters a collaborative and high-performing team culture. Proven ability to develop and maintain strong working relationships with team members, setting and upholding high standards of performance. Demonstrated expertise and competencies relevant to the role and responsibilities of the position. Bachelor's degree in Finance, Accounting, Economics, Data, or a related field; MBA, CPA, or CFA credentials are a plus. At least 10 years of experience in progressively responsible finance roles, with a minimum of 5 years spent within an FP&A function. Proficient in English, with strong reading, writing, comprehension, and speaking skills. Please note that visa sponsorship is not available for this position. We cannot support international remote work.