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Director of FP&A

Federato

Role overview

Qualifications

  • Deep expertise in SaaS metrics (ARR, churn, LTV, CAC, etc.)
  • Proven ability to partner closely with executive leadership
  • Strong systems proficiency and the ability to leverage technology
  • 8–12 years of experience in FP&A, investment banking, private equity, or corporate finance

Responsibilities

  • Oversee and manage the company’s financial planning, budgeting, and forecasting processes
  • Develop and maintain sophisticated financial models to support strategic decision-making
  • Drive the annual operating plan (AOP) and quarterly re-forecasting cycles
  • Prepare insightful financial reports and variance analyses for the leadership team

Key facts

Hard skills

Financial Modeling Business Metrics Operational Excellence Resource Allocation Business Efficiency Financial Analysis

Other skills

  • Budgeting
  • Forecasting
  • Strategic Planning
  • Mentorship
  • Communication
  • Presentations
  • Teamwork
  • Problem Solving

About the company

Federato logo

Federato

Computer Software / SaaS

Federato's RiskOps underwriting platform for insurance carriers, MGAs and MGUs provides real-time risk selection and portfolio insights to empower underwriters to balance their book of business and make better underwriting decisions.

Company details

Company typeStartup
IndustryComputer Software / SaaS
Company size11 - 50

Links

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Job description

Federato is on a mission to defend the right to efficient, equitable insurance for all. We enable insurers to provide affordable coverage to people and organizations facing the issues of today - the climate crisis, cyber-attacks, social inflation, etc. Our vision is understood and well funded by those behind Salesforce, Veeva, Zoom, Box, etc.

Federato is the only AI-native platform that spans the full policy lifecycle and changes the way insurance work gets done. Better decisioning is built-in, not bolted on: insurers' unique portfolio goals, strategies, rules, and appetite are part of the workflow so underwriters win the right deals, faster. From the moment a submission hits an underwriter’s inbox, AI is put to work, triaging submissions with a focus on high-appetite business, delivering real-time feedback on the portfolio, and consolidating workflows into a single proven system. Federato drives better business outcomes.

The Team

The Finance Team is integral to Federato's mission, ensuring the financial health and sustainable growth necessary to support Federato’s long-term mission. In addition to overseeing the nuts and bolts of core finance and business operations, our team drives strategic initiatives to accelerate growth and operating efficiency. This team combines financial expertise with a forward-thinking vision.


What You'll Be Doing:

  • Oversee and manage the company’s financial planning, budgeting, and forecasting processes, driving alignment across departments.
  • Develop and maintain sophisticated financial models to support strategic decision-making and long-range planning.
  • Partner closely with executive leadership to analyze business performance, identify key drivers, risks, and opportunities, and provide actionable recommendations.
  • Drive the annual operating plan (AOP) and quarterly re-forecasting cycles, ensuring accuracy, timeliness, and cross-functional buy-in.
  • Prepare insightful financial reports and variance analyses (actuals vs. budget/forecast) for the leadership team, working closely with Controller.
  • Conduct in-depth financial analysis on strategic initiatives, including pricing, new product launches, and potential investments.
  • Collaborate with Sales, Marketing, Customer Success, and other teams to refine and track departmental budgets, optimize resource allocation, and improve cost efficiency.
  • Enhance and scale financial systems and tools to improve efficiency, reporting capabilities, and data integrity.
  • Mentor and develop the FP&A team, fostering a culture of high performance, accuracy, and continuous improvement.

Who We Hope You Are:

  • Deep expertise in SaaS metrics (ARR, churn, LTV, CAC, etc.), financial modeling, budgeting, and forecasting in a fast-paced, evolving environment
  • Proven ability to partner closely with executive leadership (CEO, COO, etc.) and department heads to drive strategic planning and operational excellence
  • Strong systems proficiency and the ability to leverage technology to scale the finance function 
  • Excellent communication and presentation skills, capable of distilling complex financial data into actionable insights for both internal and external stakeholders (e.g., Board of Directors)
  • 8–12 years of experience in FP&A, investment banking, private equity, or corporate finance, preferably in SaaS


Final offer amounts are determined by multiple factors including candidate location, experience and expertise and may vary from the amounts listed above. Total compensation package does include stock options, benefits and additional perks. 

Here at Federato, your capabilities are important, but culture fit is essential. We move fast, are eager to listen to our users, take a first principles approach to solving problems, and value learning and the ability to change our minds. Most importantly, we're here to have fun. Our ability to make a difference starts with our people. We would love to work with you! 


We are an equal-opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender expression, sexual orientation, age, marital status, veteran status or disability status. We will provide reasonable accommodation to individuals with disabilities to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation at talent@federato.ai

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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