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Director, FP&A - 11697

Chicago, Illinois, United States💼 Full-time🗓 2026-07-14 → 2026-09-26

Core

Lead financial planning and analysis for Coupa's global Value Services organization, partnering with the Chief Customer Officer to drive strategic decision-making and optimize performance across Customer Success, Professional Services, and Support teams.

Role type

Director, FP&A (SaaS Professional Services)

Builds

Annual budgets, long-range plans, monthly forecasts, and financial models for a $120M+ spend operation.

Domain

SaaS / Professional Services / Value Services

Deliverable

production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work

Required skills

Strategic business partnering, team leadership (managing 3 direct reports), financial planning & analysis, performance reporting, ad-hoc analysis, executive reporting, process improvement, headcount & spend controls

Preferred skills

SaaS Professional Services industry experience, Anaplan proficiency, Generative AI tools usage

Technologies

Microsoft Excel, PowerPoint, Anaplan, Generative AI tools (Copilot, ChatGPT, Gemini)

Responsibilities

Serve as primary financial partner to C-suite and leadership teams; manage and mentor a team of 3 FP&A professionals; lead annual budgeting, long-range planning, and monthly forecasting for $120M+ spend; develop financial models and reporting for margins, ARR, and BvA scorecards; conduct complex ad-hoc analyses for strategic initiatives; prepare executive and board presentations; implement process improvements in financial systems; manage headcount planning and procurement requests.

Seniority

Director, strategic leadership & team management

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