Job Description

Job Title: Director of Financial Planning & Analysis (FP&A)

Location: Remote – Based in Boston, MA

About Our Client:

Our client is a fast-growing, PE-backed SaaS company. With strong year-over-year growth and significant investment, the company is now entering a new phase of growth, focused on profitability, scalability, and strategic forecasting.

Position Overview:

The Director of FP&A will report to the CFO and serve as a key strategic leader responsible for driving financial planning, forecasting, and analytics across the organization. This individual will be responsible for building and scaling FP&A processes that enable the company to allocate capital effectively, manage growth, and deliver financial insights that support cross-functional decision-making. This is a highly visible role, interfacing with executive leadership, the Board, and key external stakeholders.

Key Responsibilities:

• Lead the company’s budgeting, forecasting, and long-range planning cycles; ensure accuracy, transparency, and alignment with strategic goals.
• Partner with the CEO, CFO, and department leaders to translate strategic goals into financial forecasts and KPIs.
• Build and mentor a small but high-impact FP&A team with strong business partnership capabilities.
• Collaborate with accounting, revenue operations, and business intelligence to ensure data integrity and unified reporting.
• Analyze trends, risks, and opportunities to inform strategic planning and resource allocation.
• Own and continuously improve financial models, planning systems, and performance measurement frameworks.
• Drive board reporting, scenario modelling, and investor presentations; own financial analysis around capital deployment and key initiatives.

Key Qualifications:

• Progressive FP&A or strategic finance experience, ideally in a high-growth SaaS environment.
• Deep fluency in financial metrics, business modelling, and forecasting techniques.
• Track record of building FP&A functions, systems, and teams from the ground up.
• Excellent executive communication and presentation skills; experience supporting board-level materials.

Competencies:

• Strategic thinker with a hands-on approach and strong attention to detail.
• Highly analytical, data-driven, and business-focused.
• Capable of influencing and partnering across all levels of the organization.
• Operates with a sense of ownership, urgency, and accountability.

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