Senior Director of Strategic Finance

PerformYard

Senior Director of Strategic Finance leading financial planning and analysis for B2B SaaS company. Driving growth through partnerships, M&A evaluations, and strategic financial initiatives.

Posted 6/4/2026full-timeRemote • Virginia • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

10+ years of progressive experience in strategic finance, corporate development, investment banking, or management consulting, with meaningful time spent in B2B SaaS
Demonstrated track record of building and scaling partnership programs, whether channel, technology, or strategic alliances
Deep fluency in SaaS financial metrics (ARR, NDR, CAC/LTV, Rule of 40) and a proven ability to translate financial data into actionable strategic recommendations
Demonstrated success partnering with executive teams and Boards to align financial strategy with business objectives and enterprise value
Experience leading build-vs-buy evaluations and M&A due diligence, including financial modeling, valuation, and post-acquisition integration planning
Familiarity with exit planning activities including data room preparation, investor due diligence processes, and enterprise value optimization strategies
Experience developing frameworks for measuring the financial impact of AI and technology investments on business performance
Data-driven leader, comfortable aligning financial and partnership investments to ROI and value creation

Benefits

Comp & perks

In addition to your compensation plan we also have medical, dental, and vision health insurance benefits w/ HSA plan, disability insurance, 401k plan, generous PTO, paid holidays and other benefits.

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningfinancial analysisbudgetingforecastingfinancial modelingM&A due diligencecapital allocationAI impact measurementKPI developmentdata analysis

Soft Skills

strategic thinkingcommunicationleadershipcollaborationnegotiationdata-driven decision makingpresentation skillsrelationship managementproblem-solvinginfluence