Director, FP&A
Leads financial planning, forecasting, reporting, and team management for a high-growth company. Partners with executives on revenue modeling, Board reporting, and financial systems optimization like Drivetrain. Requires 8+ years FP&A experience, advanced modeling, and bachelor's in quantitative field.
About the job
Key Responsibilities
- Strategic Planning & Board Reporting: Lead the annual budgeting, quarterly re-forecasting, and long-range planning cycles. Prepare comprehensive financial packages, narratives, and forecast updates for the Board of Directors (BOD) and executive leadership.
- Revenue & Cash Flow Modeling: Own and refine complex revenue models, pipeline conversion assumptions, and scenario planning. Partner with business unit leaders to align top-line targets with operational capacity.
- Systems & Process Optimization: Spearhead the ongoing implementation, administration, and optimization of our financial planning software (Drivetrain) to automate workflows, streamline data inputs, and enhance reporting capabilities.
- Business Performance & Analytics: Oversee the delivery of quarterly metrics reporting and routine Business Review packages. Ensure data integrity during month-end/quarter-end close processes in partnership with the Accounting team.
- Team Leadership: Manage, mentor, and develop the FP&A team (currently one direct report), conducting regular personnel reviews, guiding professional development, and fostering a culture of high performance and continuous improvement.
- Cross-Functional Partnership: Act as a trusted financial advisor to department heads, helping them understand their budgets, track variances, and make ROI-driven decisions.
Minimum Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or other quantitative field.
- 8+ years of progressive experience in corporate finance, FP&A, or investment banking, with at least 2+ years in a management or leadership capacity.
- Demonstrated experience preparing and presenting Board-level financial materials and executive dashboards.
- Advanced financial modeling skills with a deep understanding of full three-statement financial modeling, revenue forecasting, and unit economics.
- Hands-on experience administering and building models within modern Corporate Performance Management (CPM) tools (e.g., Anaplan, Pigment, Drivetrain, or similar).
- Exceptional communication and translation skills; ability to distill complex financial data into clear, actionable narratives for non-financial stakeholders.
Preferred Qualifications
- MBA degree from an accredited institution
- CPA designation
- Proven track record of successfully leading a financial software implementation or transition from end to end.
- Experience operating in a fast-paced, high-growth environment with a strong ability to manage through ambiguity and shifting priorities.
- Deep expertise in data query logic, dashboard creation, and BI tools.
Compensation
- Base salary range: $232,800 - $349,200 per year (midpoint $291,000), adjusted for location and experience.
- Comprehensive total rewards package including equity, benefits, and time off.
Skills
Financial Modeling, Three-Statement Modeling, Revenue Forecasting, Drivetrain, Anaplan, Pigment, Corporate Performance Management, Cpm, BI Tools, Excel, Dashboards
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