PerformYard

Financial Planning and Analysis

• Own the company’s financial planning and analysis function, including annual budgets, quarterly forecasts, scenario modeling, and long-range strategic plans
• Build and present board-ready financial materials, KPI dashboards, and investor narratives that translate operational performance into strategic insight
• Lead capital allocation decisions, evaluate investment opportunities, and develop the financial frameworks for pricing, packaging, and go-to-market expansion
• Partner with department heads across Sales, Product, Engineering, and Customer Success to drive data-informed resource allocation and operational efficiency
• Develop and maintain frameworks for measuring the financial impact and ROI of AI initiatives, ensuring AI investments are tied to measurable improvements in retention, efficiency, and revenue growth
• Advise on capital allocation, commercial trade-offs, and strategic investments to maximize business impact
• Lead build-vs-buy analysis for new capabilities, providing rigorous financial and strategic frameworks to guide whether PerformYard should develop internally, partner, or acquire
• Identify and evaluate M&A and strategic investment opportunities, conducting due diligence, financial modeling, and integration planning to support inorganic growth
• Identify, negotiate, and close partnership agreements with HRIS, payroll, and complementary HR technology providers to expand PerformYard’s integration footprint and distribution reach
• Define partnership KPIs and build reporting frameworks to measure ROI, partner engagement, and contribution to overall revenue targets
• Represent PerformYard externally with investors, partners, and industry stakeholders
• Lead exit planning and readiness activities, including data room setup and maintenance, investor materials preparation, and due diligence coordination
• Drive enterprise value creation initiatives focused on improving net revenue retention, accelerating ARR growth, and strengthening unit economics
• Develop and track value creation dashboards that connect operational metrics to enterprise valuation drivers, ensuring the leadership team has clear line-of-sight to value inflection points
• Quantify and communicate the enterprise value impact of AI-powered features, including their contribution to retention, ARPU expansion, and competitive differentiation
• Partner with the VP of Finance to ensure financial reporting, controls, and data integrity meet the standards required for institutional investors and potential acquirers
• Financial Performance: Budget accuracy, forecast reliability, capital efficiency, and Rule of 40 progression
• Enterprise Value: Net revenue retention improvement, ARR growth acceleration, and exit readiness milestones
• AI Value Realization: Measurable ROI of AI initiatives across retention, ARPU, and operational efficiency
• Ecosystem Expansion: Number and quality of active partnerships, integration adoption rates, and co-sell win rates

Senior Director of Strategic Finance

Recruitment

• Partner with hiring managers to own full life-cycle recruitment processes for the company across all areas of the business
• Participate in weekly strategy meetings with the VP, business leaders, and hiring managers, providing a consultative approach to talent acquisition
• Partner with hiring managers to identify knowledge, skills and abilities required for their ideal candidate, and conduct weekly accountability meetings
• Serve as the liaison between candidate and hiring managers providing guidance through the intake, assessment, selection, offer, acceptance, and pre-onboarding stages of the process
• Consult with leaders, hiring managers and VP of Talent on position descriptions, requisition creation, compensation and sourcing strategies
• Attract quality talent with the use of recruiting tools, job boards, social media, networking, branding, and the art of selling
• Craft enticing job descriptions to attract top talent and maintain job postings on external sites
• Conduct sourcing, screening, scheduling of interviews and ensure a streamlined hiring process for all open positions while reducing time-to-fill
• Ensure all hiring activities are tracked and maintained within our Applicant Tracking System (ATS)
• Provide a best-in-class candidate experience for each prospective employee at every stage in the hiring process
• Follow up with candidates and hiring managers to obtain feedback regarding next steps and recruiting processes
• Utilize and gain experience in recruiting across all departments in the business including Customer Success, Sales, Product, Engineering and Marketing

Senior Director of Strategic Finance

Corporate Recruiter