Director, Head of Financial Planning & Analysis (FP&A)
Core
Lead financial strategy, budgeting, forecasting, and performance reporting to drive business performance and profitability for a high-growth AI software services startup.
Role type
Director, Head of Financial Planning & Analysis (FP&A)
Builds
Scalable financial planning processes, financial models, and management reporting systems.
Domain
Technology / AI Software Services / SaaS
Deliverable
dashboards & analysis
Required skills
Financial modeling, budgeting, forecasting, variance analysis, strategic planning, multi-currency/multi-entity planning, team leadership, stakeholder management, data analysis
Preferred skills
MBA, CPA or CFA, experience in venture-backed tech/IT services/SaaS, multi-entity planning across US and India, planning tools (Adaptive, Anaplan, Pigment), ERP systems (NetSuite), fundraising/M&A support
Technologies
Excel, Google Sheets, Adaptive, Anaplan, Pigment, NetSuite
Responsibilities
Lead annual operating plan and budget process; Own monthly and quarterly forecasting; Build and maintain financial models; Deliver management reporting and variance analysis; Prepare materials for CFO, CEO, board, and investors; Track key business metrics; Partner with sales and engineering on pricing and resource planning; Own headcount and compensation planning; Support multi-currency, multi-entity planning; Build, lead, and mentor the FP&A team.
Seniority
Director, strategic leadership with hands-on execution