Sr. Director, Financial Planning & Analysis
Core
Strategic finance leader and trusted advisor to executive leadership driving global planning, reporting, and business partnership for a SaaS/IT operations company.
Role type
Senior Director, Corporate FP&A & Strategic Finance
Builds
Global annual operating plans, long-range forecasts, board/investor materials, and SaaS performance dashboards (ARR, NRR, CAC).
Domain
SaaS / IT Operations Management / Enterprise Software
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Strategic financial planning, financial modeling, forecasting, budgeting, variance analysis, board reporting, SaaS metrics ownership, executive partnership, team leadership, financial systems expertise.
Preferred skills
MBA, CPA, private equity experience, M&A/fundraising support, planning platforms (Workday, NetSuite, Salesforce), finance automation/AI.
Technologies
Workday Adaptive, Netsuite, Salesforce, Advanced Excel, AI-enabled workflows, data visualization platforms.
Responsibilities
Lead global company-wide planning processes and rolling forecasts; partner with CFO/CEO on strategy and profitability; own SaaS metrics (ARR, Bookings, NRR); prepare board and investor materials; drive finance system automation and process transformation; lead and develop a small finance team.
Seniority
Senior Director, hands-on IC with team leadership