Director of Financial Planning & Analysis

POSITION PURPOSE

The Director of Financial Planning & Analysis will provide overall leadership and management of financial planning, reporting directly to the CFO. This individual will play a critical role in shaping the company’s strategic, financial, and operational plans while serving as a trusted partner to executive performing FP&A team to support the company’s continued global growth and operational scale.

ESSENTIAL POSITION FUNCTIONS

Strategic Finance Leadership & Team Development

• Build, lead, and scale a best-in-class FP&A organization capable of supporting a $100M+ ARR, rapidly growing, geographically diverse, hardware-enabled SaaS business; recruit, develop, and retain top-tier finance talent.
• Operate as a hands-on, roll-up-your-sleeves leader while elevating the team’s analytical rigor, business acumen, and executive communication capabilities.
• Establish a culture of accountability, continuous improvement, and operational excellence within the FP&A function.
• Oversee financial business intelligence (BI) capabilities and drive consistent communication of key financial metrics and objectives across the company.

Financial Planning, Modeling & Performance Management

• Lead the annual financial and operating plan, long-range strategic planning, quarterly reforecasts, and monthly performance reviews to support rapid growth at scale.
• Own and continuously evolve the company’s integrated financial and operating model, incorporating SaaS and hardware revenue streams, cost structures, and unit economics.
• Drive KPI development and performance management frameworks that align financial targets with operational execution and shareholder value creation.
• Provide proactive financial insights and key metrics that drive decision-making, improve operational efficiency and profitability, and enhance operational scalability.

Strategic Business Partnership

• Serve as a trusted advisor to the CEO, CFO and executive leadership team, providing forward-looking insights that influence strategic decisions, capital allocation, pricing, investments, and resource prioritization.
• Partner across the company to align financial plans with go-to-market expansion, operations, global growth initiatives, and systems scaling.
• Support international and multi-entity expansion initiatives, including scenario modeling, investment analysis, and organizational capacity planning.

Operational & Systems Scale

• Strengthen financial systems, reporting infrastructure, data governance, and analytics to enable scalable, real-time visibility into business performance.
• Improve forecast accuracy, automate reporting processes, and implement best-in-class planning, BI, and AI-enabled tools appropriate for a multi-entity, increasingly global organization.
• Ensure financial processes and analytics evolve in step with growth, complexity, and geographic expansion.

Executive & Board Engagement

• Deliver clear, concise, and insightful executive and Board-level reporting packages that translate financial performance into strategic narratives and actionable recommendations.
• Prepare leadership for investor and Board discussions through scenario analysis, risk assessments, and performance analysis.

REQUIRED SKILLS 

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA strongly preferred.
• 12+ years of progressive experience in FP&A or strategic finance, including significant leadership responsibility.
• Proven experience building, scaling, and developing FP&A teams in addition to managing them.
• Experience leading FP&A within a rapidly growing, multi-entity organization.
• Demonstrated success operating in an international, multi-entity environment.
• Deep expertise in SaaS business models, financial modeling, and strategic and operational planning.
• Strong executive presence with the ability to influence executive and cross-functional leaders and align stakeholders around financial strategy.
• Advanced Excel and financial modeling capabilities; experience with Salesforce, NetSuite (or equivalents), and modern BI and AI tools required.