Responsibilities

Establish and maintain comprehensive departmental forecasting processes with regular vs. actuals analysis
Design, implement, and track key performance indicators (KPIs) across the organization
Build scalable financial models and planning frameworks to support rapid business growth
Collaborate with department heads to understand business needs and translate them into financial requirements
Conduct variance analysis and provide actionable insights to leadership on financial performance
Develop and maintain financial reporting dashboards for executive leadership
Drive process improvements and automation in FP&A workflows
Partner with cross-functional teams on strategic initiatives and M&A activities
Ensure compliance with financial reporting standards and internal controls
Lead the annual and multi-year long-range planning (LRP) processes
Design and implement robust financial processes and systems for high-growth environment
Own the Monthly and Quarterly Business Review (MBR/QBR) process
Define, track, and socialize critical SaaS/Tech metrics (e.g., CAC, LTV, Magic Number, Net Retention, Burn Multiple)
Act as a "CFO for the Departments," embedded with leaders in Engineering, Sales, and Marketing to manage headcount planning and OpEx
Prepare high-impact materials for Board of Directors meetings and support fundraising or M&A activities

Requirements

12+ years of progressive experience in Financial Planning & Analysis
Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred
Strong proficiency in financial modeling, forecasting, and budgeting
Experience with ERP systems (NetSuite, SAP, Oracle, etc.) and BI tools (Tableau, Power BI)
Excellent analytical skills with ability to interpret complex financial data
Exceptional communication skills—the ability to tell a compelling story through data
Experience building and scaling FP&A functions in high-growth and ambiguous environments
Deep understanding of GAAP accounting and the interaction between the P&L, Balance Sheet, and Cash Flow statement