Director of Operational Finance
Core
Embedded finance partner to a division's CEO and leadership team, translating corporate FP&A standards into division-specific execution and driving operational efficiencies.
Role type
Director, Operational Finance (SaaS)
Builds
Divisional financial plans, forecasts, and variance analysis aligned with company-wide goals.
Domain
SaaS / Technology / Financial Planning & Analysis
Required skills
FP&A, financial modeling, variance analysis, SaaS metrics (ARR, bookings, retention), executive partnering, M&A synergy tracking, modern planning platforms (Pigment, Adaptive, Anaplan, Planful)
Preferred skills
Private-equity-backed company experience, lender/sponsor reporting, multi-product or multi-entity software business experience
Responsibilities
Partner with divisional leadership as primary finance contact; Drive consistency in FP&A reporting standards across divisions; Shape annual budget and align with company-wide planning cycles; Assist with forecasting, performance tracking, and operational improvement; Flag risks and variances in bookings, retention, and costs; Identify and drive operational efficiencies and cost-savings; Own tracking of below-the-line adjustment realization; Support the monthly and quarterly close and variance analysis; Partner with shared services roles (Deal Desk, Operations, AR, Sales Ops); Support M&A synergy identification and integration.
Seniority
Director, individual contributor with significant visibility