Level Access

FP&A Director

Level Access

full-time

Posted on:

Location Type: Remote

Location: United States

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Job Level

Lead

About the role

  • Lead the financial planning and analysis function for Level Access
  • Be responsible for the annual operating plan, quarterly forecast cycles, and long-range plan, ensuring alignment with strategic and financial objectives.
  • Build and maintain an integrated financial model that connects revenue, margins, operating expenses, headcount, and cash.
  • Establish and handle a company-wide performance management cadence with clear Financial KPIs, targets, and accountability.
  • Define and refine the company’s SaaS metrics framework using robust unit economics and scenario analysis.
  • Partner with Rev Ops, GTM and Product leaders to recommend portfolio and segment actions.
  • Serve as a primary finance partner to senior executives and leaders, providing analyses, decision memos, and recommendations.
  • Lead financial evaluation for major initiatives (such as M&A, partnerships, and large enterprise deals).
  • Build executive and board-level reporting that explains performance, trends, and risks in a decision-ready format.
  • Develop partnerships with leaders across various teams while championing a culture of accountability and data-informed decision-making.
  • Improve the finance systems stack and introduce automation to reduce manual work.

Requirements

  • 8–12 years of progressive experience in FP&A, strategic finance, or related roles, with significant time in B2B SaaS or recurring revenue models.
  • Proven experience owning company-level planning and forecasting, not just a single function or region.
  • Deep understanding of SaaS metrics and unit economics, and how they tie into long-term value creation.
  • Proven track record of partnering with senior executives and influencing decisions through data and insight.
  • Sophisticated proficiency in financial modeling and analysis, with comfort handling complex, multi-scenario models.
  • Strong verbal and written communication skills, including experience preparing materials for executive and board audiences.
  • Bachelor’s degree in Finance, Accounting, Economics, Business, or related field.
  • Experience in a high-growth SaaS company in the $75M–$300M ARR range (preferred).
  • Exposure to M&A evaluation and post-deal integration from a finance perspective (preferred).
  • Experience working with modern planning and BI tools in addition to traditional spreadsheets (preferred).
Benefits
  • Competitive benefits package
  • Bonus opportunities
  • Generous paid time off
  • Paid holidays
  • Programs designed to support employee well‑being and work‑life balance
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial planningfinancial analysisfinancial modelingforecastingSaaS metricsunit economicsperformance managementdata analysisM&A evaluationautomation
Soft Skills
communicationleadershipcollaborationinfluencingaccountabilitydecision-makingstrategic thinkingproblem-solvingpresentation skillsrelationship building
Certifications
Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in EconomicsBachelor’s degree in Business