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Financial Planning & Analysis Director

Location: Plano (TX)

Job overview

This is a high-visibility position with an opportunity to partner closely with key stakeholders across the business to develop actionable insights. Reporting to the CFO, the Director – FP&A will help scale the financial planning, analytics, and strategic capabilities of CYPHER LEARNING to support the rapid growth of our business.

Responsibilities

  • Lead, plan, and direct the development and analysis of budgets, forecasts, and strategic plans, working across all functional areas of the business, and institute monthly reporting/tracking and reviews
  • Build and own the monthly, quarterly, and annual FP&A processes, including management reporting, variance analysis/insights, rolling forecast, scenario planning, and long-range planning
  • Develop dashboards to track business performance, including financial/P&L and SaaS KPIs/metrics; advance the insight and understanding of KPIs and economics to drive further alignment and accountability across the company
  • Drive the process for rationalizing spending, including headcount and non-headcount spend within the framework of short-term and long-term operating plans
  • Work with the Accounting team to develop and improve the financial reporting and business analysis framework; evaluate and implement financial tools and applications to streamline planning, budgeting, and reporting
  • Define performance metrics to evaluate sales and marketing ROI and help inform sales and marketing investment
  • Partner with sales and marketing to set SaaS product pricing/subscription models
  • Be the thought partner to sales leadership to ensure commission plan design drives desired outcomes, and ensure the commission can be properly forecasted and calculated
  • Evaluate key financial systems and implement enhancements to maximize productivity
  • Create presentations and analyses to support investor conversations and Board meetings
  • As necessary support M&A deal & transaction due diligence, valuation analysis, and the negotiating of contracts and other agreements
  • Lead the preparation of materials for board and investor meetings
  • Complete ad hoc strategic, financial and operational analyses
  • Other duties as needed

Required experience

  • A background in FP&A, Corporate Finance, Strategic Finance or Investment Banking, with at least 2 years of experience operating in a SaaS and/or usage business model
  • Sound understanding of the SaaS business model and metrics, including customer acquisition cost, lifetime value, churn, net dollar retention, MRR, ARR, and SaaS magic number
  • Demonstrated success leading financial functions at businesses of different stages – the ideal candidate has experience operating in finance at scale, but also providing hands-on leadership for an earlier stage, high growth company
  • High level of operational rigor and the ability to prioritize competing objectives in a fast-paced environment
  • A results-oriented leader who identifies issues/challenges and drives aggressively to resolve them to the benefit of the enterprise
  • You have a strong understanding of data analysis and forecasting
  • Advanced Excel and PowerPoint skills
  • Experience evaluating and implementing financial systems to support planning and forecasting
  • Bachelor’s Degree in Economics, Accounting, Finance, or related field; MBA and/or CFA preferred